Skip to main content

NEED A FINANCE / CLIENT TRACKER WORKSPACE BASE BUILT

  • November 27, 2024
  • 3 replies
  • 0 views
C
Forum|alt.badge.img+2

hello

I want to create a base where I can track all clients / income / expenses / cash / sales and view these on a monthly, quarterly or annual basis.
I also want to be able to see the profit after tax and basically full oversight of everything

I want to automate as much of this as possible with Dubsado so can anyone help?
I feel like this is quite complex so let me know!

I have an excel document to share for the income/expenses section which I basically just need duplicated

Thanks

    3 replies

    TheTimeSavingCo
    Forum|alt.badge.img+28

    Hi Christine, I'd be happy to help with this! 

    Dubsado appears to have a Zapier integration, so automating stuff between Dubsado and Airtable should be relatively straightforward!  https://help.dubsado.com/en/articles/909872-connecting-with-zapier

    I'm pretty active on the forums so you can get a grasp of how I work from my activity here as well as some reviews, and I've got a bunch of example projects that you can find here!

    If you think I could help, here's a link to schedule a free half hour call to see if we're a good fit!

    Best of luck either way!
    Adam, Consultant @ thetimesaving.company
    Dimitris_Goudis
    Forum|alt.badge.img+17

    Hey @ChristineMurtag,

    The system you need is like your company's ERP. Don't you need also the forecasting feature? This would be beneficial for you in order to manage the "future" today.

    Since  

    Something you have to take into account is how many users will have access to your system and if your clients will have access or only notifications from this system. 

    Regarding the connection with Dubsado you need to clarify the following:
    - What type of data sync do you really need? 1 way or 2 way? 
    - Which information do you need to send from one system to another? 

    The importance of this connection is the automation to take care of the data match! 

    Very glad to talk with you in a 1:1 30-minute meeting on how I can help you build your system in a week in co-building sessions. Feel free to schedule a meeting with the following link:
    https://calendar.app.google/bJV6Ds6GhaV3sLNa8

    Thanks,
    Dimitris Goudis

    L
    Forum|alt.badge.img+16
    • Leslie_Burke
    • Inspiring
    • 51 replies
    • November 27, 2024

    Hi @ChristineMurtag:

    I think your project sounds like a fairly straight-forward one. Dubsado does not have a public API, so Zapier would be your way to go. I've setup many similar integrations for clients and am happy to connect you with existing clients as references. 

    If you'd like to discuss your project, I offer everyone a free 30-minute session to talk through it. During that, I'm happy to answer any questions you have, share how I'd approach the project and we can both get a feel for one another. Feel free to schedule time for us here. 

    Best of luck,

    Leslie

    Reply


    Most helpful members this week

    Terms & Conditions