Dubsado Set Up




If you want to keep all your vital business information and workflows in one place, you need Dubsado! This business management tool allow you to keep your contacts, contracts, invoices, quotes and proposals, important contacts, bookkeeping and more in one convenient piece of software.

Your Dubsado set up includes:

  • Set up of dashboard
  • Set up of brand settings
  • 3 workflows
  • Import existing contacts
  • Set up of packages
  • Set up of payment schedules
  • Templates
    • 1 lead capture form
    • 5 canned emails
    • 5 invoices
    • 1 contract
    • 3 proposals
    • 3 questionnaires
  • Custom video tutorial
  • 30 days of email support after set up


*Requires a subscription to Dubsado