You’ve probably heard this advice: “Just set it and forget it!“ It sounds amazing in theory. Like, “Oh wow, a self-sustaining client system that takes care of everything while I sip hot coffee and conquer the world? Yes please!” But here’s the part they forget to mention: Set what, exactly? Forget what, exactly? Because when […]

Let’s get one thing straight: freedom and flexibility were probably two of the reasons you started your business in the first place, right? But somewhere between the late-night emails, overbooked calendars, and “just one more quick favor” requests, that dream can start to feel… more like a full-time customer service job. Here’s the truth no […]

Let’s play a quick game: Dubsado – is it a tool, a system, or a workflow? (And no, this isn’t a trick question… er, well, okay maybe a little.) The short answer? It’s a tool. But they way you use it? That’s where systems and workflows come into play. And if you’re over there using […]

Let’s just say it: the problem isn’t Dubsado. It’s your strategy (or lack thereof). Yeah, I said it. And I say it with love. 🩷 I see this all the time with new Dubsado users: They sit down with a hot cuppa coffee 🍵 ready to take on the world of workflows. They start draggin’ […]

Before you build a Dubsado workflow, make sure your system is ready. We’re sharing common mistakes—and what to set up first for a smooth client experience.