How to use project status in Dubsado

Описание: This opinion might be controversial as in this video I am going to explain how you can use your Project Statuses in Dubsado different to how Dubsado says they should be use.

I believe that to ensure it's the least complicated you should create your project status as the service you are providing AND NOT the client journey the customer takes as Dubsado suggests.

For example....if you have 3 services then create a project status in the jobs for Service 1, 2 and 3 separately. Then your clients will sit under those jobs meaning you will be able to see how many clients you have under each of your services.

The leads can be split into discovery calls and sending proposals for example but the jobs are your services.

I know this goes against everything that Dubsado will tell you but I truly believe that this is the best way to manage your project status in Dubsado!

Simple is always the best and it is a personal preference of course but why don't you watch and make up your mind!

If you need more help with Dubsado, have got stuck or need a helping hand in getting started then my PAYG sessions might work for you. Click here to access more information on them https://www.michellegillson.com/payg-...

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