Dubsado Utilities
CRM - This is your Address Book within Dubsado and where you can track everything you have exchanged between you from forms, emails, to notes, projects and more.
Form List - Keep track of all the forms you have sent to all the clients/projects within your Dubsado and see at a glance what stage those forms are at.
Time Tracker - Literally, what it says right here. Track the time that you spend on each project with your clients so that you know where all your time goes.
There are lots of other Dubsado walkthrough areas on this channel so go ahead and make use of the support, if you need it. If you're keen to get more help with setting up, perhaps the "Dubsado Lab" DIY course is for you. More details on the website if and when you're ready.
👉 PS. Dubsado is great for managing your time more efficiently if you use it in the best way for you AND gives your client a VIP experience!
👉 PPS. ARE YOU READY FOR A DUBSADO DIY COURSE?
Dubsado Lab is aimed at Coaches and yet, other service-based business owners will hugely benefit too! The course will teach you how to setup your own Dubsado account and learn how to maintain it going forward in your coaching business.
Of course you can get someone to set it up for you and teach you how to do it, however if you have the time and motivation you can do it yourself with an online DIY course!
Register your name to hear more about Dubsado Lab right here: https://lee-annebrown.activehosted.co...
The FREE community for YOU is right here: / courageousgoals
Read more about what I do: https://lee-annebrown.com/