Before we start to map workflows, let’s be clear on what a workflow is. A workflow is the routine you use to finish a task. In other words, it is your flow of work. When you think about it, you have workflows that extend beyond work. They occur in relationships and daily life as well. Although you likely don’t have any of them mapped out, you still follow routines in almost everything you do.
With Dubsado, you can map out work routines and automate them. When you automate workflows, they are streamlined so they complete tasks quickly and produce more consistent results. Plus, outsourcing tasks is easier with automation.
Creating A Workflow on Dubsado
Here is a step-by-step outline of how to create a new workflow.
Step 1
In your Dubsado program, go to “Templates” and then to “Workflows.” Click on the option “Add Workflow” which you will find located in the top right corner. Give the workflow you are about to create a name and then click “Next.”
You have just created a new workflow. However, it needs actions and steps to follow so that it can run automatically when you set it to automation.
Step 2
This is how you build actions. Click “Add Action” and then scroll through the options that appear in the dropdown “Action” menu. Choose the one you need and now you must specify when this action is to be performed. You do this by selecting a trigger in the “When” section. The content that will be sent with this action can be customized if you have not already done so. Click “Apply” and the action is now saved. Complete this workflow by adding additional actions until the process is fully built.
That is essentially all you have to do.
Let's look at what else you can do with Dubsado.
Workflow Actions
An action is something the workflow will do. It can be one of several different things like sending an email or posting a reminder. Workflow actions can be put into different categories. The options are:
- Sending Content
- Project Management
- Workflow Management
The most common of the workflow actions is sending content. Depending on the type of content your workflow requires, there are several options to help you customize it. The different templates available include:
Send Email
This allows you to send a client email without a Dubsado form or scheduler attached.
Send Form
This permits you to send one of many different forms to a client. They range from a sub-agreement or proposal to questionnaires.
Send Contract
This lets you forward a main contract to a client.
Send Primary Invoice
Invoicing a client has become easy with this action option.
Create Invoice
If a new invoice is required, this is the action that sends it.
Send Appointment Scheduler
Set up a meeting or deadline date by sending a scheduler template.
More On Dubsado Templates
The template section in the software program has a great deal of storage space. That permits you to keep many of your streamlined documents handy when you need different ones to add to existing workflows. This is of particular interest if you have regular clients that your business has established routines with.
Benefits Of Dubsado
Aside from streamlining your workflow processes, Dubsado saves you time. Once you get through the setup phase customise the templates you require, and create the correct actions to trigger those templates, working with clients is easier and projects a professional, organised image of your business to your clients. This adds value to your business.
Does Your Business Need Help With Customer Relationship Management?
Contact Workflow For Business Services today to discuss Dubsado for Brisbane businesses. It will enhance the customer experience and streamline your business operations. To find out more about workflow automation, or for assistance with setting up Dubsado, contact Workflow4Biz today.
Conclusion
Managing customer relationships is a lot of work. Fortunately, there is software available to make this a little easier to do while still serving customers. Dubsado is a customer relationship management tool. It enables you to automate simple tasks you perform as part of a routine. Known as workflow processes, the software allows you to build a workflow by creating different actions. The actions trigger responses to your clients keeping them engaged with your business.
Personalisation is an important component of the automation system and Dubsado has various templates to choose from to be used with the actions you create. If all you want to do is send a client email, that can be done. Client invoices, contracts, and much more are part of the template library. Automating workflow streamlines your business making it operate better.