Dubsado… Maybe you have heard of it and maybe you haven’t. After all, there are so many programs out there that are designed to help you with your growing firm. But how to know which one is for you or which ones to even look into further?!

Well, Dubsado is one of my go-to programs, because it is simple to use. Plus, it cuts out the busy work, which gives you more time for the things that matter the most in your business. 

Everything You Need to Know About Dubsado

The Basics

The first thing you must know about Dubsado is there is not just one way to use it. Since no firms, or other businesses, are the same, you can’t expect a program with only one option to work well for everyone. The creators of Dubsado knew this from the beginning and created a program plus resources that can be approached from multiple directions. 

That means you can decide which features to use for your firm. You can also decide how to organize everything and what needs to be automated and what doesn’t. Simply start with the basic framework and utilize the functions that will work best for your firm. 

What Can You Do in Dubsado?

There is a long list of things you can do once you implement Dubsado into your firm. But remember, you don’t need to feel overwhelmed, because you may not need or want to use everything on the list. You can even start with one or two things and then add more as you get more comfortable with Dubsado. 

For your firm, you may find yourself focusing on the following:

  • Canned emails – You know, those emails that you find yourself sending over and over and over again….
  • Lead Capture
  • Contracts
  • Invoices – Creating and paying
  • Forms
  • Proposals
  • Personalized communication with clients – No more lost or forgotten emails!

How to Automate with Dubsado

Thankfully, setting up automation in Dubsado is simple. Yes, it will take some time. But just think of the hours you will save every single time, once it is all completed. 

Let’s look at what you must do in Dubsado when a potential client is ready to work with you. 

  1. You convert the lead into a job.
  2. Then you will attach the contract for the client to sign within the job. 
  3. Set up invoicing, so you can have the invoices sent out on schedule. 
  4. All relevant forms are attached at this time. 
  5. Workflows are then added to the job, so nothing falls through the cracks. 
  6. Once everything is added to the job, the contract is sent over to the new client to sign. 
  7. The work begins!

Dubsado and Quickbooks

Dubsado will integrate with many different programs, but as an accounting or bookkeeping firm, you most likely will want it to integrate with Quickbooks or another accounting program. I can tell you that Dubsado and Quickbooks Online integrate beautifully! This means nothing will get lost in translation between you and your clients because you can still communicate everything through Dubsado and stay on track the entire time. 
This may be a quick everything you need to know post, but it allows you to see why Dubsado would be an excellent program for your firm. Now that you know how well Dubsado will work to save you time, how about another time-saving measure? Click here to find out how to automate your monthly statement reminders.