Dubsado, built in a day.
No calls required.
Three fixed-price builds for service Providers who need their systems working now.
GET STARTED
You book + fill out a form.
I build + send you a walkthrough.
Why Dubsado?
Dubsado is an all-in-one CRM system designed to put your business on autopilot and streamline your entire business—without the stress. From automating workflows to tracking projects, managing contracts, and handling payments, Dubsado makes it easy to stay organized, save time, and focus on what matters most: growing your business.
Get it built fast on Dubsado!
If that to-do list is getting out of control, client responses are backing up, and you have a million and one ideas on hold, it might be time to fix the one thing actually causing it – your CRM.
LET'S GET STARTED
Ready to ditch the chaos and embrace a system that works with you? Pick your build, get it done in a day, and watch your business run like a well-oiled machine!
With Dubsado, you'll transform your business into a seamless, well-oiled machine by managing clients effortlessly and delivering an exceptional client experience—all while staying true to your brand. Let Dubsado take care of the tedious tasks so you can focus on scaling your business.
Imagine:
What You Can Accomplish with Dubsado
Streamlined client communication, from contracts to emails
Simplified invoicing and payment tracking
Seamless project and scheduling management
PICK YOUR DAY
Not sure which service you need?
Pick the one that sounds most like your current situation.
Start here:
"Inquiries come in and sit there. I answer when I can, which is not fast enough."
If this sounds like you:
"I have leads. Getting them from interested to signed is the mess."
If this sounds like you:
Start here:
If this sounds like you:
Start here:
"I set this up once and now I don't know what's running or why."
Automation Rescue in a Day
Booking Flow in a Day
Lead Flow in a Day
What Gets Built:
The gap between someone finding you and someone actually on your calendar is where most bookings quietly die. Not because you're bad at this. Because you're doing it manually, between everything else, and sometimes it takes you three days to answer.
This is for you if you're getting inquiries and losing them to slow follow-ups, no-shows, or your own inbox.
Stop losing people between "I'm not interested" and "Let's Talk."
Lead Flow in a day
Your service guide or pricing link delivered automatically
Scheduler set up with your availability and buffers
Pipeline stages so you can see where everyone is at a glance
The automation setup and tested connecting all of it together
Need Proposals, contracts, or invoices created? That's part of the Booking Flow in a Day package.
An inquiry form that asks what you need to know
An auto-response that goes out immediately, in your voice
Automatic reminders at 24 hrs and 1 hr, so no-shows stop happening
BOOK NOW
BOOK NOW
You have the leads. What you don't have is a clean path from conversation to contract, so you're building proposals from scratch, chasing signatures, and reminding people about deposits.
This is the money path, automated end to end.
From interested to signed, without you touching a thing.
Booking Flow in a day
You'll need a few things ready. This build assumes the following is ready – services defined, contract in hand, prices and fees settled, payment processing active. There's a checklist before you buy.
Invoice with your payment schedule, deposit, and terms
Autopay and late fee settings configured to how you want them
Pipeline stages for the booking path
The automation setup and tested connecting all of it together
Proposal with your packages, add-ons, and selectable options
Your contract, built exactly as you provide it
A welcome email + questionnaire triggered the moment they sign
What Gets Built:
Not there yet? Start with Lead Flow in a Day. It requires far less from you and you can add this later when you are ready.
BOOK NOW
What isn't touched here: Proposals. They're complex enough to need their own build. Same for anything requiring a full rebuild. We'll tell you what it costs rather than half-fix it on the clock.
Why we choose the repairs: what feels broken is often a symptom of something upstream. You're paying for the diagnosis, not just the labor. We'll tell you exactly what we found and why we selected what to fix.
A walkthrough explaining what was wrong and why
Duplicates and dead templates sorted into a Proposed Archive folder for your review. Nothing deleted.
Three repairs – chosen by us, based on what's actually causing your problems
A written findings list, ranked by what's costing you most
A full audit of your settings, integrations, payment setup, email delivery pipelines, automations, and templates
What You Get:
Somewhere along the way your HoneyBook stopped making sense. There are templates you don't recognize, automations you don't remember turning on, and a persistent feeling that something isn't firing correctly.
This is the lowest-effort done in a day we offer. You send access and tell us what's driving you crazy, we open it up and find what's wrong.
You send access to your Dubsado. I tell you what's broken or not working.
Automation Rescue
I'M READY
Why no calls?
Because they are usually 30 minutes of us asking questions a form can ask better. Skipping them is how the prices stays low and how you get on the calendar in two weeks instead of months.
What if I need more than one of these?
Buy them separately, whenever you're ready. They're built to work together but each one stands alone.
What if my account is a disaster?
That's the Automation Rescue package. Every build includes up to 45 minutes of settings cleanup – if yours needs more than that, we'll send you a flat quote before your build date. Nothing gets added to your invoice without your approval.
What if I don't know what I need?
Check out the Not Sure What Service I Need section above. If it's still unclear, send us an email and we will answer you honestly, including if the answer is "none of these yet."
Do you also work in Aisle Planner?
Yes, but these fixed-price builds are only available for HoneyBook and Dubsado at this time.
Frequently asked questions
If you'd rather talk something through at any point, just ask. But you never have to.
One process.
Three builds to choose from.
How It WORKS
No call, no proposal, no back and forth.
1. Pick your build, book and pay.
Due five business days before your build date. This replaces the kickoff call, so it's thorough.
2. Fill out the Prep Form.
And email you if anything is unclear or needs an additional quote before we start.
3. We review your account.
We work through everything, without you having to take time away from your own work.
4. Build Day
Within 24 hours, plus seven days of email support for any questions while you are learning your updated system.
5. You get a Loom walkthrough
Full disclosure: I will earn a small commission if you sign up using my link.
New to Honeybook?
Visit the Training Shop for HoneyBook resources, courses, and more!
Want to Do-It-Yourself?
