Spring Clean Your Dubsado: 5 Quick Fixes That Make a Big Impact
You know that feeling when you finally clear out your inbox or reorganize your closet and instantly feel 10x lighter?
That’s the energy we’re bringing to your Dubsado setup today. ✨
If you’ve been using Dubsado for a while and things are starting to feel cluttered, chaotic, or just off, this blog is your permission slip to do a little spring cleaning — without having to overhaul your entire system.
Here are five quick fixes that can make a major difference in how your system runs (and how you feel using it).
1. 🌸 Archive Old Projects
Let’s start with the digital dust bunnies.
If your Projects dashboard is overflowing with past clients, leads that ghosted, or test projects you never deleted… it’s time to clean house.
Quick Fix:
Use Dubsado’s archive feature to remove completed or abandoned projects from your active list — without deleting the data.
Bonus Tip: Update project statuses before archiving so you can run reports or reference past stages easily.
2. 🧼 Scrub Away Lingering Open Invoices
If your system has hundreds of thousands of open invoices awaiting payment… yeah, it’s time.
Quick Fix:
Review your open invoices to apply payments to past project invoices that may have been missed and delete invoices that may have been mistakenly opened. Let’s get that open balance down to only what’s actually owed.
3. 🧽 Review Your Canned Emails
Canned emails save time only if they’re actually accurate and on-brand. If you’ve been copy-pasting edits every time you send something, it’s time for a refresh.
Quick Fix:
Read through your most-used email templates and ask:
- Does this sound like me?
- Are the links still working?
- Does it reflect my current process?
Refresh just 2–3 at a time so it’s not overwhelming. Start with your inquiry response, proposal delivery, and onboarding welcome email.
4. ✨ Countersign those contracts!
Contracts only make sense (and are legally binding) if both parties have signed.
If you have contracts for past projects that you never countersigned… don’t panic. But, take sometime to countersign those.
Quick Fix:
Under the ‘Recent’ quick view on your Dashboard review all contracts that are pending a countersignature and get those signed asap.
5. 🌼 Add Project Tags + Statuses That Actually Help You
If your current tags are random (or you never set any up at all), now’s the time to create a system that helps you stay organized behind the scenes.
Quick Fix:
Create statuses that reflect your client journey phases (like New Lead, Booked, In Progress, Offboarding)
Add tags that help you sort by service, referral source, or lead quality
Once your tags and statuses are in place, updating them becomes a small habit that makes a huge impact on how you manage client work. Don’t forget to go through your system and assign the correct statuses and tags to existing projects.
Your Dubsado Doesn’t Need a Total Rebuild
Just a little refresh ✨
You don’t have to start from scratch to feel more organized, more efficient, and more confident in your client experience. These small updates can make your system feel brand-new — and save you hours down the line.
