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AUTOMATE YOUR BUSINESS

Dubsado Setup
& Design

Dubsado is a godsend for many of our clients and we use it as well! If you need help setting yours up, we are here for you. Everything from design to workflow to customer portals, we are here and ready to assist!

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Dubsado is a business management solution designed to cut out the busy work which empowers the creative entrepreneur

If you would like 20% off of your first month or year, you can sign up with the code YVTSAVE or follow this referral link.

What We Offer

Setup:

  • Forms Design (contracts, questionnaires, proposals, sub-agreements, and lead capture forms).
  • Setup Workflows
  • Create New Projects
  • Setup Scheduler
  • Create Canned Emails
  • Invoice/Payments (Create service and product packages, invoice customization and payment schedules)
  • Client Portal customization

Integration:

  • Email Accounts (Gmail)
  • Payment Processor
  • Calendar
  • Zaps (Zapier)
  • Quickbooks
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OUR SETUP PROCESS

Hassle-Free
Setup and Design

We have your covered. If you are struggling with your Dubsado Setup and Workflow Automations, we are here to help!

STEP 1Process Outline

Provide us with a breakdown of your client processes and we will review and prepare an outline for a follow-up call.

STEP 2Consultation

During our 30-minute follow-up call, we'll go over your process in detail and ensure that it's structured the best way to optimize your business.

STEP 3Account Setup

Once we have been provided all content needed, we'll get to work on the setup off your account. Your workflows will be tested before implementation!

STEP 4Implementation

With the completion of your project, a follow-up call will be scheduled to walk you through how to implement your new workflow so you can onboard new clients with confidence!
MORE THAN JUST BUSINESS

Great Clients
Awesome Reviews

We take a personalized approach to each client. We are never more than a phone call or an email away.

It was a such a pleasure working with Tracia. I was on a time crunch and she was able to quickly turnaround a flyer that was everything that I had imagined. She also responded to my minor edits with grace and professionalism. I couldn’t recommend her more highly.

Journalist

Christina Sturdivant Sani

Fantastic, easy to work with, will use again.

CEO

Claire Maggie

Tracia was great to work with as always. Excellent communication along the way.

CEO & Co-founder

Mark Wiggins

I have had a great overall experience. I really like Tracia and I like how quickly she resolve all issues.

Managing Director

Vanessa Jackson

Thank you for a pleasurable experience. I am very satisfied both regarding quality as keeping deadlines.

CEO & Co-founder

Mathew Collins

Tracia did great work and kept me informed at all times. A pleasure to work with on this project. Highly recommended!

CEO

Bob Parrent

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YOUR VIRTUAL TASKSContacts
Offering peace of mind to busy professionals

30 N Gould St, STE R
Sheridan, Wyoming 82801

COMPANY INFOUseful Links
GET IN TOUCHSocial links
Stay connected with us by following us on Social Media.
YOUR VIRTUAL TASKSContacts
Offering peace of mind to busy professionals
GET IN TOUCHSocial links
Stay connected with us by following us on Social Media.