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 innate 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 or assigning new projects to a custom status
- Proposal form automations, like including the contract or invoice, setting a payment plan, or setting an expiration date
- Payment plan automations, like automatic payment reminders 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.

Register today to take back more of your time with Dubsado’s built-in automations!