Dubsado General browsing Flow on Web

In this video

00:00 Dashboard
00:01 Search
00:11 Search results
00:12 Search
00:15 No search results
00:24 Inbox
00:35 Settings
00:43 Help center
00:47 Help center categories
00:57 Help center article
01:07 Account menu
01:13 Projects
01:14 Create project
01:16 Enter project name
01:24 Enter name
01:31 Select status
01:33 Select tag
01:38 Project created
01:40 Email
01:50 Projects
01:52 Export data
02:11 Exported
02:18 Sources
02:19 Add sources
02:21 Enter name
02:26 Select color
02:32 Created
02:42 Invoices
02:44 Action menu
02:45 Close
02:52 Transactions
02:54 Add income
02:56 Set amount
03:01 Enter description
03:12 Error
03:21 Reports
03:32 Calendar
03:40 Add appointment details
03:41 Set title
03:45 Select time
03:54 Added
03:59 Tasks
04:01 Add task
04:03 Set title
04:09 Select date
04:12 Select user
04:22 Delete task
04:33 Forms
04:39 Remove
04:40 Confirm
04:43 Error
04:46 Add client
04:48 Enter name
04:54 Enter email
05:02 Enter company name
05:13 Error
05:21 Time tracker
05:23 What are you working on?
05:30 Start
05:34 Stop
05:36 Templates
05:40 Forms
05:41 Create contract
05:42 Select element
05:44 Add element
05:45 Select element
05:52 Save
05:53 Saved
06:07 Packages
06:10 Edit name
06:25 Set quantity
06:27 Set price
06:33 Select category
06:42 Enter name
06:46 Select type
06:49 Created
07:00 Workflows
07:02 Create workflow
07:03 Enter name
07:10 Edit workflow
07:14 Select action
07:17 Select workflow
07:29 Confirm
07:39 Workflows
07:46 Action menu
07:51 Edit title
08:00 Action menu
08:02 Delete
08:22 Dashboard
08:46 Chat support
08:51 Messages
08:53 Help center
09:01 Help center topics
09:05 Help center article

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General browsing 156 Screens

Dashboard

Search results

No search results

Inbox

Settings

Help center

Help center categories

Help center article

Account menu

Projects

Create project

Enter project name

Enter name

Select status

Select tag

Project created

Projects

Export data

Exported

Sources

Add sources

Enter name

Select color

Created

Invoices

Action menu

Transactions

Add income

Set amount

Enter description

Error

Reports

Calendar

Add appointment details

Set title

Select time

Added

Tasks

Add task

Set title

Select date

Select user

Delete task

Forms

Remove

Confirm

Error

Add client

Enter name

Enter email

Enter company name

Error

Time tracker

What are you working on?

Start

Stop

Templates

Forms

Create contract

Select element

Add element

Select element

Save

Saved

Packages

Edit name

Set quantity

Set price

Select category

Enter name

Select type

Created

Workflows

Create workflow

Enter name

Edit workflow

Select action

Select workflow

Confirm

Workflows

Action menu

Edit title

Action menu

Delete

Dashboard

Chat support

Messages

Help center

Help center topics

Help center article

Adding a client 10 Screens

Dashboard

Add client

Enter name

Enter phone number

Enter email

Enter company name

Client added

Adding a package 18 Screens

Dashboard

Packages

Add package

Edit name

Add details

Enter name

Enter description

Set quantity

Set price

Select type

Created

Discounts

Adding a project source 8 Screens

Dashboard

Sources

Add sources

Enter name

Select color

Created

Adding an appointment 12 Screens

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Dashboard

Try It Free

Calendar

Try It Free

Add appointment details

Set title

Select time

Select project

Enter description

Added

Adding expenses 12 Screens

Dashboard

Transactions

Add expense

Enter amount

Select date

Select project

Select type

Added

Adding income 10 Screens

Dashboard

Transactions

Add income

Enter amount

Select date

Select project

Added

Changing password 9 Screens

Dashboard

Settings

Change password

Enter password

Set new password

Password updated

Creating a form 23 Screens

Dashboard

Forms

Create contract

Select element

Drag & drop

Save

Saved

Forms

Select element

Drag & drop

Save a copy

Forms

Create proposal

Select element

Edit

Creating a project 11 Screens

Dashboard

Projects

Create new

Create

Creating a task 10 Screens

Dashboard

Tasks

Add task

Enter task title

Select date

Select project

Select user

Task created

Creating a workflow 19 Screens

Dashboard

Workflows

Create workflow

Set name

Edit workflow

Select plan

Add action

Select action

Select days

Select plan

Overview

Creating new canned responses 11 Screens

Creating new canned responses screenshot

Dashboard

Create new

Edit text

Save

Customizing a project 11 Screens

Dashboard

Projects

Add tags

Deleting packages 11 Screens

Dashboard

Packages

Confirm delete

Deleted

Deleting project source 5 Screens

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Dashboard

Try It Free

Confirm delete

Try It Free

Deleted

Deleting tasks 6 Screens

Dashboard

Tasks

Delete task

Exporting data 13 Screens

Dashboard

Export data

Exported

Transactions

Export

Exported

Help center 16 Screens

Dashboard

Help center

Search results

Help center article

Help center article

Help center topics

Search results

Help center article

Logging in 5 Screens

Enter email

Enter password

Dashboard

Logging out 3 Screens

Try It Free

Dashboard

Try It Free

Log out

Try It Free

Onboarding 23 Screens

Homepage

Enter name

Enter email

Set password

Confirm you're human

Set brand name

Select industry

Enter Street Address

Enter city

Enter state

Enter zipcode

Enter country

How did you hear about us?

Dashboard

Account menu

Payment plans 11 Screens

Dashboard

Payment plans

Action menu

Create template

Edit name

Searching 9 Screens

Dashboard

Search results

No search results

Settings 44 Screens

Dashboard

Settings

Dashboard settings

Portal

Set color

Users

Time zone settings

Select country

Select currency

Save

Confirm

Integrations

Connect

Map fields

Enter name

Select type

General Settings

Billing

Plans

Payment details

Notifications

Metrics

Time tracking 8 Screens

Dashboard

Time tracker

Select project

What are you working on?

Try It Free

Start

Try It Free

Stop timer

Updating your profile 11 Screens

Dashboard

Settings

Edit name

Updated

Upgrading your account 6 Screens

Dashboard

Settings

Plans

Select plan

Enter payment details

Try It Free

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