Dubsado

Meet Dubsado

Dubsado manages the client administration around a service business's projects. An inquiry can begin with a branded intake form, continue to scheduling, and lead to a proposal, contract, and invoice in one flow. Payment plans and reminders keep the billing schedule connected to the project.

Workflows trigger steps around chosen milestones, with approval available for actions that need the owner's decision. A branded client portal gathers project information, and questionnaires collect the details needed to deliver the work. Time tracking and reports record the hours spent on each project, giving the business information to review alongside its client paperwork and payments.