Powerful Projects
Each project can have these two types of contacts.
Primary & Alternate Contacts
This feature breaks an invoice down into one or multiple installments.
Payment Plan
Black events are projects with a Lead status, Blue events are projects with a Job status.
Design proofs, waivers, and amendments are great examples of this form type.
Sub-Agreements
"Send Appointment Scheduler", "Send Form" and "Activate Portal" are examples of these.
Workflow Actions
A business owner has a client named Lisa. Lisa has 3 "Job" projects, 1 "Lead" project, and 1 "Archived" project. Lisa has this many client portals.
One.
A business owner wants to start tracking how much money they make with their different services, and stop doing it manually. This needs to happen to make it possible in Dubsado.
Create income categories and apply them to your packages.
How many email types can be set up inside a scheduler template?
3 (Invitation, Confirmation, Reminder)
When using a package proposal in a project, when does the invoice gets created the project?
When the proposal is added/applied to the project.
Selecting _______ will move the workflow forward without performing the action.
Mark Completed (or Remove)
Where specifically can you edit the email that is used as the default email when sending a form manually in a project?
Canned Emails >> Edit Templates >> Send Form
This relative due date option is the only one that will work with a payment plan on a recurring invoice.
After payment plan is applied to invoice.
A business owner’s Office Hours are from 9:00 AM - 5:00 PM and they run 20-minute consultations, but want 10 minutes in between each appointment to prepare for the next lead. Without using buffer times, this is the simplest way to accomplish this.
Set your increments to 30 minutes.
These form(s) allow for a workflow element to be added to them.
Lead Capture Form
To email a 2nd agreement to a client after they submit an onboarding questionnaire, you would use a _____ action, with a _____ trigger.
Send Form; After Form Completed
Archiving a project with a "Lead" status does these two things in the project.
(1) Closes the invoice and (2) Pauses the workflow
When the amount on an invoice is subject to change, using this "amount due" option is the best option.
Divide Equally.
(1) Change Project Status (2) After All Previous Actions Complete
A business owner wants to start tracking where new leads heard about their business, and stop doing it manually. What needs to happen to make it possible in Dubsado.
Add a project tracking element to a Lead Capture Form (and add your project sources in)
When building a workflow template, what's the primary difference between:
Two actions sending the same form twice in the workflow, and
Two actions sending the same scheduler twice in the workflow.
The form will be the exact same copy of the template, the scheduler will be a brand new copy of the template.
These four things need to be removed from the project in order to delete it:
(1) Contract (2) Sub-Agreements (3) Invoices (4) Payments on Invoices
A business owner needs to send a new proposal to a client that's already submitted their original proposal. Before sending the new proposal, the business owner needs to do this to avoid major issues.
Additional 100 pts. if you can explain why!
(1) Delete the line items of the current Primary invoice.
(2) Delete the primary invoice and create a new Primary invoice.
A business owner gets notified that a lead booked a consultation from their website. They can also see the appointment on the Dubsado Calendar, but can't seem find a project associated with it. This is why that's happening.
The business owner forgot to add a Lead Capture Form (or Public Proposal) to the scheduler template.
These three template types can re-direct a client to a separate website upon completion:
(1) Lead Capture Form (2) Scheduler (3) Public Proposal
A business owner wants to send their client:
- a consultation invitation,
- a confirmation email,
- a pre-consultation questionnaire to complete prior to the appointment,
- two appointment reminders,
- and a follow up after the consultation all through a single workflow.
How many workflow steps are needed to accomplish this?
3.