Quick Dubsado Walkthrough 2022 | Quick & Simple Tutorial For Beginners

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  • เผยแพร่เมื่อ 1 ธ.ค. 2024

ความคิดเห็น • 14

  • @heatherbuckley2366
    @heatherbuckley2366 5 ปีที่แล้ว +1

    question! Do you type up invoices in Dubsado or quick books? Ive seen photographers type invoices in QB and link it to their Dub contract. I know if you type an invoice in Dub it will connect to QB but will it do it the other way as well? That way you can keep track of client balances on Dub

    • @linbrown8384
      @linbrown8384 5 ปีที่แล้ว

      hi Heather, No there is only a one way street from Dubsado to QBO.

  • @lea.jeanmougin
    @lea.jeanmougin 5 ปีที่แล้ว +2

    Hi Nesha! I'd be curious to know what's your take on using Dubsado versus Asana + PancakeApp... I can't seem to make up my mind!

    • @NeshaWoolery
      @NeshaWoolery  5 ปีที่แล้ว +1

      I prefer Dubsado but used to use Pancake. Pancake is just for invoicing, estimates and time tracking. Dubsado is for that + contracts, forms, appointment scheduling, client portals and more!

  • @builtra
    @builtra 4 ปีที่แล้ว

    how would you rate this vs honeybook?

    • @NeshaWoolery
      @NeshaWoolery  4 ปีที่แล้ว +1

      I personally prefer Dubsado but it's up to you!

  • @auntiediddy
    @auntiediddy 5 ปีที่แล้ว

    Are there any free apps I could use? I'm just starting out & don't have the money for a monthly subscription

    • @greggant88
      @greggant88 4 ปีที่แล้ว +1

      Hubspot has a free basic CRM

  • @ben-jamintoy9998
    @ben-jamintoy9998 6 ปีที่แล้ว

    how do i create a lead? I want this to be as easy as salesforce but there isnt a quick way just to create new leads?

    • @NeshaWoolery
      @NeshaWoolery  5 ปีที่แล้ว

      You create a lead from the Projects page.

  • @CristiHIYO
    @CristiHIYO 5 ปีที่แล้ว +1

    Hi Nesha - I have the same question as Léa (below) I know you're a huge fan of Asana, so this video being one of your latest, does this mean you're moving everything from Asana to Dubsado? You talk about using more established apps (in order to avoid switching down the line) but Dubsado isn't quite at that stage yet-or is it? ...but Asana doesn't have all the invoicing/bookkeeping features so this one seems more complete as an all-in one... but Asana has a nicer interface... ay ay ayyy help! **waves white flag**

    • @NeshaWoolery
      @NeshaWoolery  5 ปีที่แล้ว +1

      Asana and Dubsado are two totally different tools. If you're inside my course, Organize & Automate, we cover the difference and whether you should use both in module 1! If not, you can read my brief explanation of the difference here: instagram.com/p/BusBgxMgyTL/

  • @WeirdSide
    @WeirdSide 6 ปีที่แล้ว

    May I ask - can you tell me a poem?

  • @NeshaWoolery
    @NeshaWoolery  6 ปีที่แล้ว

    Thanks for watching! Comment if you have any questions, I'm happy to answer them. And remember, 20% off your first month of Dubsado when you join via this link: www.dubsado.com/?c=nesha