One of the best decisions I made early on in my business was to purchase a professional invoicing system called Dubsado.
In my funnel design agency, it’s really important to have a professional Proposal and Invoicing system for my clients. Not only does it show how professional and dedicated I am, it also keeps track of things, which is So important!
4 Reasons I Use (and LOVE) Dubsado In My Business
I’ve used Dubsado for literally years (at least 4), and I have no desire to change any time soon.
Here are the top 4 things I use in my business DAILY. Plus there are even more features that I don’t even currently take advantage of.
#1 – Proposals
I love using Dubsado to send profesh Proposals to prospective clients. I use a template and edit it to the specific client. Here is an example.
#2 – Invoicing
Next up – Invoicing! Because when the prospect sees the professional and beautiful Proposal and say YES, I need to send them an invoice.
Dubsado is connected to Stripe and Paypal to give my clients multiple ways to pay.
I can set up different payment dates so my clients can pay 50% now and 50% at project completion.
I can also set up recurring invoices for recurring clients.
#3 – Scheduler
The scheduler is one of the newer aspects of Dubsado that I love. I used to use and pay for Acuity separately. Now it’s all in one and saved me $10 a month.
I have multiple appointment types and even set up email sequences for when someone books an appointment with me.
#4 – Contracts
It’s so important to have contracts! They will protect both you AND your clients in the future.
I send each client a contract before we start every project.
I also use the contracts when I work with contractors in my business to make sure there is a non-disclosure and non-compete in place.
It’s great that I can use the contracts for both those purposes.
I also have multiple contract templates inside Dubsado for different types of projects, so I don’t have to recreate the wheel each time.
Dubsado saves me hours every month by having things already set up and ready to go.
It also MAKES me money by showing my potential clients that they will be working with a company that cares about being professional and organized.
I have literally had clients say they chose to work with me because of the quality of my Proposal and I have Dubsado to thank for that.
Learn more about Dubsado and save 20% on your first month OR year (I recommend the year plan).