A Dubsado Expert’s POV On Their Mobile App
Can you really run your business from Dubsado’s app?
Picture this: You’re at your kid’s hockey game, trying to watch instead of sneaking glances at your phone. Then you remember you need to approve a proposal now if you want that client locked in. Or you’re in the airport security line, juggling your carry-on and boarding pass, when a client pings you about rescheduling.
That’s where the Dubsado app comes in.
No laptop? No problem. Handle your business from your phone and get back to whatever you were doing.
If…and this is a big if…your Dubsado is set up to work for you.
As a Dubsado expert, I’ve tested this app in real-life, non-desk scenarios: sending contracts mid-coffee run, checking project statuses in the school pick-up line, and getting that little dopamine hit every time a client pays.
And here’s what I’ve found—the app works surprisingly well, but only if your workflows and automations are dialed in.So, is the Dubsado app worth using for your business? And what do you need to do to book projects on the go? Let’s break down what works, what doesn’t, and what needs to change.
Why Business Owners Need Dubsado’s App…In Theory
Business owners don’t just need another app. They need a powerful app. One that lets them handle client work without constantly switching devices or fighting a clunky interface.
Here’s what business owners expect from a mobile app like Dubsado’s:
- Send a proposal, get it signed, and invoice a client – all from their phone.
- Check their calendar, reschedule calls, and get reminders (without digging through emails).
- Approve workflows and automate tasks instead of bottlenecking their process
Because if an app can’t do these things, it’s not saving you time. It’s just another download taking up space on your phone.
The good news? Dubsado’s app can handle much more than you think—if your backend is set up for it.
The Good: What The Dubsado App Does Well
There’s nothing like getting that cha-ching notification when a client pays their invoice. Especially when you’re about to tap your card and realize, hey, that just covered it. That’s the kind of convenience the Dubsado app should bring to more parts of your business.
And in a lot of ways, it does.
While it won’t replace your laptop entirely, the app makes a few key tasks easier, especially when you’re away from your desk. Here’s what it gets right:
- A quick snapshot of your projects – Need to check where a client is in your process? The dashboard gives you a clear view of their progress in seconds.
- Instant email notifications that keep you in the loop – You’ll know right away when a client books a call, signs a contract, provides feedback, or (the best one) pays an invoice.
- Sending forms and emails – Whether it’s a proposal or an intake form you can fire it off to a client with a few taps.
- Managing invoices & payments – You can create, edit, and send invoices from your phone so you’re not stuck waiting to get paid until you’re back at your desk.
- Tap to pay – If you take in-person payments, you can now process them straight from your phone, no extra hardware needed.
- Scheduling and rescheduling calls – If a client needs to move their meeting, you can handle it on the spot.
- Applying workflows & approving to-dos – With workflows in place, you’re not just checking notifications—you’re keeping projects moving with the tap of a button
So yes, the Dubsado app makes running your business on the go easier. But only if you’ve set up your workflows to do the heavy lifting.
The Bad: What The Dubsado App Still Can’t Do
For everything the Dubsado app gets right, there are still a few things you technically can’t do from your phone. But here’s the thing—if your workflows and automations are set up properly, you won’t actually need to.
Here’s what’s still missing:
- No manually creating new projects – But if you have inquiry and onboarding workflows in place, this happens automatically.
- No editing forms – Need to tweak a question on a proposal or update an intake form? Not happening with the app.
- No advanced emails– You can send messages, but without smart fields or canned responses, you’re stuck typing everything from scratch.
- No building workflows → But let’s be real… who actually wants to create workflows on their phone?
For me, the biggest gap is workflow creation. But for most business owners, that’s not a problem. Once your workflows are set up by a pro, you won’t be in there tweaking things daily. You’ll just approve and let automations do their thing.
It only feels like a gap for me because…well, building workflows is my job.
The Workaround: How I Use Dubsado On The App, Web Browser, and My Laptop
Since the Dubsado app doesn’t do everything, I’ve had to figure out a system that works.
- On the app – Quick check-ins, sending emails, keeping an eye on client activity, scheduling meetings, approving todos, applying workflows, and celebrating paid invoices.
- On the web browser (mobile) – Sending canned emails if they aren’t in an automated workflow, and reviewing forms.
- On my laptop – Editing proposals and contracts, building new workflows, and anything that requires a deeper dive still needs the full Dubsado experience.
The app isn’t a magic fix, but with the right setup, you can run your business from your phone 90% of the time, no laptop needed.
The Verdict: Is the Dubsado App Worth Using?
The Dubsado app can make running your business way easier…but only if your setup is doing what it’s supposed to.
With workflows in place, you’re not stuck typing out every email, manually moving projects along, or feeling like you have to babysit every client task. Instead, you’re just reviewing, approving, and keeping things moving with a few taps.
If that’s not how your Dubsado works right now? It’s not the app—it’s your setup. And I can fix that with a VIP week.
