Automation

Consider your task-list taken care of

Take the repetitive work off your plate with automated workflows, recurring payments, confirmation emails, payment reminders, and more.

Automation

Competitive processing fees

Dubsado Payments powered by Stripe, offers the same competitive processing rates as Stripe while delivering a  seamless, integrated and user-friendly payment experience. View rates.

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Offset credit card processing fees with Surcharging

Coming soon to Dubsado, Surcharging! Add a small fee to credit card transactions to help cover the costs of processing those payments. Offset a significant portion of your credit card processing fees, ultimately increasing your profitability without raising your prices across the board.

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Create a seamless client payment experience

Your clients pay in fewer clicks

We've reimagined the entire workflow, streamlining every step for unparalleled convenience. Your clients can now complete transactions in just a few clicks, making payments a breeze. Embrace the future of seamless invoicing and elevate your business to new heights of efficiency.

Credit card and bank transfer autopay

Streamline your payment process with autopay. Requiring autopay helps reduce missed payments and ensures a smooth invoicing experience for your clients. Take control of your payment workflow with Dubsado Payments!

Simple, streamlined refunds

Process refunds directly within Dubsado, eliminating the hassle of external platforms. Also, on full refunds, you get your processing fee returned to you. Get back to business, faster.

Get paid fast with Stripe instant payouts

Quick access to funds is critical for businesses today. We’re proud to offer Stripe Instant Payouts to help you get paid fast.

There's a form for every phase of your client journey

Lead captures

Embed a lead capture form on your website to collect inquiries quickly and easily.

Proposals

Pitch your pricing to a lead directly or sell your goods and services by embedding a proposal on your website.

Contracts & Sub-Agreements

Make it official in just minutes using our e-signature contracts & sub-agreements.

Questionnaires

Cut out the back-and-forth by collecting all the info you need in one quick, easy form.

There's a reason we're known for our workflows

Automatically send emails, forms, and invoices, and trigger unique actions and tasks within a project — all without lifting a finger.

Work smarter with smart fields

Put smart fields into your forms and emails and your client's specific info will auto-populate before sending to them. You can even create custom smart fields to suite your business.

Never miss a follow up

No more forgetting which clients need a gentle reminder that you still exist ;) Your workflow will remind you when it's time to send the email (or it can send it for you.)

Dubsado is my trusted business partner, always in the background tending to the details so that I can focus on my clients. It sends reminders to my clients that I would surely forget, and gently nudges me when I need to take action. Dubsado never takes a sick day!

Automation
Bill Hines
Financial Counselor
Automation Overview

More efficiency, less effort

Custom triggers

Customize workflow actions to be triggered by specific conditions or at certain times.

Task reminders

Create task reminders within a workflow for you and your team to stay on track with each project.

Tags & statuses

Use workflows to tag projects and change project statuses for quick and easy organizing.

Autopay

Set up recurring invoices that automatically collect payments from clients, like a subscription.

Client reminders

Send automatic reminders to notify your clients about incomplete forms or upcoming payments.

Reusable templates

Create templates for workflows, forms, proposal packages, canned emails, and more.

Reporting

Track your growth

Every dollar counts. Dubsado helps you stay on top of your profits and losses.

Financial reports

Compare month to month financial history and view profit breakdown.

Chart of accounts

Organize your income and expenses into different categories.

Outstanding invoices

View all invoices that are past due with a single click.

Earnings goals

Set annual or monthly goals and track your progress along the way.

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Experience the freedom of managing your business from anywhere

Download the Dubsado mobile app today and take your success on the go. Available now on the App Store and Google Play.