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Get Started With Dubsado
INTRODUCTION
Welcome to Savvy Tech! (2:23)
Welcome
Welcome to the Walkthrough Series (1:25)
TRAINING #1: The Dubsado Dashboard
The Dubsado Dashboard (1:12)
TRAINING #2: Setting up your Brand Settings
Brand Settings (6:55)
TRAINING #3: Setting up your Template Forms (Contracts, Sub-Agreements, and Questionnaires)
Template Forms (8:54)
TRAINING #4: Setting up your Packages
Packages (3:24)
TRAINING: #5.1: Setting up your Proposals (clients picking their own packages)
Sending Proposals (15:02)
TRAINING #5.2: Setting up your Proposal (in a quote like form for more customized clients)
Quote Like Proposals (4:30)
TRAINING #6: Building and Setting up Your Lead Capture Forms
Lead Capture Forms (6:13)
TRAINING #7: Canned Emails
Canned Emails (3:31)
TRAINING #8: Tax Items
Creating Tax Items (1:51)
TRAINING #9: Workflow
Workflows (10:10)
TRAINING #10: Payment Schedules
Payment Schedules (7:35)
TRAINING #11: Using "Jobs"
Using "Jobs" (4:49)
TRAINING #12: Client Portals
Client Portals (4:29)
TRAINING #13: Using "Leads"
Using "Leads" (6:22)
TRAINING #14: Calendar Sync
Calendar Sync (2:11)
TRAINING #15: Task Boards
Task Boards (6:54)
FB LIVE
Interview with Becca, Founder of Dubsado (13:01)
Dubsado LIVE Workflow Training
Workflow Worksheet
LIVE WORKFLOW WORKSHOP (89:03)
Automate Dubsado with Cameron (44:51)
Brand Settings
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