Dubsado, set up properly.
Branded forms, contracts, invoices and workflows so your client journey runs without chasing.
For service businesses that want enquiries, contracts, invoices and follow-up running in one branded system.
- 01Branded forms
- 02Contract and proposal templates
- 03Invoice set-up
- 04Automated workflows
- 05Scheduler and portal
What a Dubsado setup covers
Lead capture forms
Branded enquiry forms that match your website and collect what you need.
Contracts and proposals
Templates that protect the business and are simple for clients to sign.
Invoicing
Branded invoices and payment plans connected to your payment provider.
Workflow automation
Emails, reminders and tasks that run at the right point in each client journey.
Client portals
A tidy place for clients to find documents and project information.
Scheduler
Calls and appointments booked directly through the system.
How it runs.
- 01Map your journey
- 02Build templates
- 03Automate
- 04Test and hand over
A good fit when
- You run a service business with repeat processes
- You want admin to run itself
Consider instead
- Need something Dubsado cannot do? Custom CRM
Asked before most projects.
What is Dubsado and do I need it?
Dubsado is a client management system that automates your bookings, contracts, invoicing, and communications. If you're spending hours on admin tasks, chasing payments, or sending the same emails over and over, Dubsado can save you 5-10 hours a week by automating it all.
How much does a Dubsado setup cost?
Our Dubsado setup packages start from £1,500 depending on what you need. A basic setup with forms and workflows is at the starting price, while a full setup with multiple workflows, custom forms, branded proposals, and scheduler integration costs more.
How long does the Dubsado setup take?
Most setups take 1-3 weeks depending on complexity. A straightforward setup with a couple of workflows might be done in a week, while a comprehensive system with multiple service types and complex automations can take up to three weeks.
Do I need a Dubsado subscription?
Yes, you'll need your own Dubsado subscription. They offer a free trial so you can test it out, and paid plans start from around $20/month. We set up everything within your account so you own it completely.
Can you help if I already have Dubsado but it's a mess?
Absolutely! Many of our clients come to us with an existing Dubsado account that's half-set-up or not working properly. We can audit what you have, tidy it up, and add proper automations and branding so it actually works for you.
Will you train me on how to use it?
Yes! Every setup includes a training session where we walk you through everything — how to manage leads, send contracts, track payments, and use your automated workflows. We also provide a recorded walkthrough you can refer back to.