Dubsado 3.0 — A simple guide to what’s new and how to ease into the update
Dubsado 3.0 Features & Highlights
Dubsado 3.0 is rolling out with a cleaner layout, quicker pages and tools that make the daily admin load feel manageable. It is a full rebuild, so things will look very different the first time you log in. If you have landed here in panic mode because your dashboard has suddenly updated and your already full brain has no space left for change, take a breath and make a cup of tea. This is your no fluff guide to what has changed, what has stayed the same and how to take things at your own pace.
Let’s walk through the bits you actually need to know ⤵️
When it’s coming
If you’re wondering why you can’t see the new dashboard yet, it’s because Dubsado is rolling out 3.0 slowly to do their best to catch and fix bugs as they go. Once your account is ready, the update will happen on its own. You can still move between both versions at any time and your data stays synced in the background.
Use these links depending on which version you want to use:
Original login ⬇️
https://hello.dubsado.com/dashboard
3.0 login ⬇️
https://app.dubsado.com/user/login
Learning a new setup can feel heavy when your week is already full. You are relearning where everything lives and getting used to an entirely new layout, so it’s perfectly normal to feel frustrated. For this reason, Dubsado 2.0 will stay in place until 2026, so you have loads of time to get familiar with 3.0 at your own pace.
The biggest changes at a glance
You will notice these updates straight away.
A new dashboard layout
New project views with more control and filter options
A proper inbox for emails
The scheduler and calendar have been rebuilt from scratch after sitting in Beta for time.
Flows (formerly known as Workflows) with much clearer steps and more visibility
The new features
A simple breakdown of what is new in Dubsado 3.0
The Dashboard
The new dashboard is one of the biggest upgrades in Dubsado 3.0 and it is probably the reason things feel a bit overwhelming at first, as this is where you land when you log in.
The good stuff:
You can start any task straight from the dashboard in one click. Create a project, send an invoice or find a client. You can also use the shortcut by pressing ⌘K at any time
You can see your live conversions based on the proposals you have sent out
The Recently Visited and Recent Form Activity tabs are a big time saver, similar to how Canva or Google Docs show your recent work
The upcoming events list is such a clear way to see what is coming up
You can view any outstanding approvals in your workflows and tick them off in one go
You can hide features and change the order, so the dashboard works how you want it to
Inbox
The Inbox has a simple, familiar layout that makes it feel like a standard email inbox
You can thread messages and view them in a clean layout
You need fewer clicks to find what you are looking for
There is a detached composer so you can move between projects with your draft still open
You can schedule emails for any date and time without extra steps
You can reassign messages to the right project whenever you need
There is built in AI that can summarise long threads for a quick overview
Flows (formerly Workflows)
Flows now have a visual, node-based builder. You can see how each step connects, which makes complex automations easier to follow and build. You can also now review how everything works before turning it on. It feels much clearer and less guessy. I’m hoping this also paves the way for conditional logic in the future for Dubsado.
The overall functionality is the same. The triggers themselves have not changed and there are no new triggers.
Calendar and scheduling
Your clients will get an automatic calendar invite (the time has come to remove the “Add this to calendar” in your canned emails.)
Calendar Invites update when clients rearrange
You can set recurring availability once and copy it to other schedulers
The layout feels simple and familiar a bit more like Calendly.
The calendar has colour coded views so it is easier to read at a glance
Projects
This is one of the biggest changes to get used to and it takes a bit of time.
You can now switch between boards and list views, if you’ve used tooks like Asana/Airtable or Notion then this will feel quite familiar.
The statuses are collapsible and you can hide the side bar for a full view
You have way more flexibility to show or hide columns you need.
You can recorder the view exactly how you want to see it.
There is also a universal search feature which allows you to find stuff much more easily.
Tip: If you have a lot of clients, the list view may work better for now as the board view can take up more space.
Invoicing
The invoices, payments, discounts and billing details in one place making it much more logical to find.
You can now edit recurring invoices without turning them off
You can also edit invoice amounts or dates without stopping autopay
Time tracking is also available and has had a much-needed updated which can be automatically applied to an invoice.
What has stayed the same
Your data is safe
Your projects and forms are still there
The form builder has not changed
Your automations still run
The update changes the layout, not the core of your system
Should you switch now?
Move when it suits your energy levels.
You might switch now if
You enjoy trying new tools
You want to get used to the changes early
Small glitches do not bother you
You might wait if
You’re currently at capacity and do not have the time or energy to jump on board 3.0 which is totally fine and 2.0 isn’t going anywhere.
You want to wait until bugs are fixed so things feel stable
You can also test 3.0 with a sample project and keep client work in 2.0. This is a safe way to learn without any risk.
Want support with your Dubsado?
If you want help understanding 3.0, mapping out your process or getting your setup running smoothly, you can book a Power Hour. It gives you space to ask questions, talk things through and figure out what you need before making any changes. It also helps you get the most out of your account without feeling rushed or confused.
FAQs
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Dubsado 3.0 is the recent update from Dubsado. It’s a full rebuild with a new layout, faster pages and updated tools.
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No. You can stay in 2.0 until sometime in 2026. Switch when you have the capacity to snoop around and take the time to find your way.
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Yes. You can move between both versions and your data stays synced. Use these links depending on which version you want to use:
Original login https://hello.dubsado.com/dashboard
3.0 login https://app.dubsado.com/user/login
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Yes. Flows work the same way as Workflows. Triggers have not changed and everything is carried over to the new update.
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Yes. All your projects, forms, invoices and client details remain in place.
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A new dashboard, cleaner project views, a rebuilt inbox, an updated scheduler and calendar, improved Flows and a clearer invoicing layout. The update changes how things look and how you move around the system, not the core features you use day to day.
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Yes. The scheduler has been rebuilt but functions in a familiar way
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The layout is cleaner, but the functionality is the same. You can also edit recurring invoices without turning them off.
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Stay in 2.0 until you do. You have plenty of time and there is no pressure to switch. You can also book in a ‘power hour’ with me to help you understand it one-to-one.
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Yes. Set up a sample project in 3.0 and keep live client work in 2.0.
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Yes. You can book a Power Hour to talk through your setup, review your process and get clear before you make changes.
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Yes. You can apply my Dubsado discount code to save 30% off your first year. Click here to grab the code or simply apply discount code: emmawilkens at checkout.
