When you’re in an industry like Interior Design, Event Planning, Stationery Design, or any other custom service where you need to use Dubsado to issue a quote-like proposal, you’ll love this hack for allowing your clients to move forward on a proposal/ contract/ invoice even if they don’t select a package or add-ons! And as an extra bonus, it’s SUPER simple!
I’m writing this blog to give you my opinion of ALL THE THINGS related to Quickbooks & Dubsado, and using them together. From the integration to where you should take payment, I want you to know ALL the upsides and downsides of using these platforms together so that you can make the best choice for YOUR business.
If you’re trying to figure out how to use Dubsado for your engagement sessions, you’re not alone. Whether you’re a wedding photographer or a Dubsado Pro helping wedding photographers leverage Dubsado to the fullest extent, this one is for you. I’ve figured out a system that allows you to completely automate the booking of an engagement session as part of a wedding package, while also allowing you to track progress on the engagement session separately from the actual wedding.
Meet Your Chief Chaos-Crusher
In this power-packed session, I show you how to connect Airtable + your CRM for smarter tracking, simplified workflows, and insights that actually move your business forward.
You can’t automate what you don’t understand. Before you automate anything, you have to know your client journey inside and out. That’s where strategy starts — and where smart systems actually work.
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