Dubsado Basics: Built-In Automations

Are you wondering how to get the most out of your Dubsado account, but aren’t ready to create workflows just yet? Dubsado has tons of built-in automations that you might not be taking advantage of!
Join Trevor, Dubsado’s Customer Education Specialist, as he demonstrates many of Dubsado’s built-in automation features - no workflows required. These features are designed to save you time on day-to-day tasks, as well as automatically keep you organized. These features include:
Lead capture form automations, such as automatically setting custom project names, assigning new projects to a custom status, and setting up a redirect URL
Proposal form automations, like including a contract, including an invoice, and setting a payment plan
Payment plan automations, like automatic payment reminders, using "divide equally," and autopay
While users who are newer to Dubsado may benefit the most from this webinar, even seasoned Dubsado users might learn a trick or two.
Take back more of your time with Dubsado’s built-in automations!

[@cedricblackcreative]

This is very good.
I am new to Dubsado and this webinar has cleared up some confusion for me. Thank you!

[@dubsado]

Glad to hear you enjoyed this webinar!! Keep an eye out for additional Dubsado Basics webinars coming up in the future, and don't hesitate to send us a chat or email if you have any questions :)
- Trevor