As an interior designer, your superpower is seeing what others can’t—visualizing architectural details, layering textures and materials, and mastering spatial flow…just to name a few. It’s why clients trust you to bring their vision to life.
But running a thriving design business is much more than just creating beautiful spaces. There’s the endless cycle of client intake, emails, proposals, invoices, and follow-ups—let’s be honest, tasks that most interior designers dread. Plus, they’re so time consuming, often eating into the time you could be spending designing and collaborating with clients.
That’s why Dubsado is an absolute game-changer. This powerful platform streamlines and automates the backend of your business, freeing you up to focus on what you do best—designing! Let’s explore the many ways Dubsado can help elevate your interior design business.
Use client intake forms to screen leads
Most business contact forms only ask for a name, email, and a brief message. Even though an automated form is great, the lack of details in these client intake forms can be a total waste of time. Why? Because you have to reply to and meet with every single lead…even if they aren’t the right fit. Instead, why not filter out mismatched leads before the call even happens? With Dubsado’s lead capture form, you can qualify leads upfront by asking targeted questions about their goals, budget, timeline, and design preferences. That way, you can easily filter through which leads align with the way you do business—and which ones don’t.
Then, take it up a notch. Create a workflow that automatically responds to the inquiries you want—pushing the business forward even when you’re off the clock.
Put all scheduling on autopilot
Dubsado’s scheduler syncs with your calendar in real time, preventing double bookings and ensuring consultations fit seamlessly into your workflow. Plus, automated reminders keep clients on track, reducing last-minute cancellations or no-shows.
But consultations are just the beginning. Long-term design projects require regular client check-ins to keep things moving. With Dubsado’s automated scheduling, you can set up recurring meetings, ensuring every project stays on track without the constant back-and-forth. And clients receive automatic reminders before each check-in, so nothing falls through the cracks.
Simplify your invoicing process
Invoices. They’re bittersweet, am I right? On one hand, we love invoicing because it means we get paid for our hard work. On the other hand, invoicing is a total time drain—eating up hours you could spend on what really matters. With Dubsado, invoicing will no longer feel like a chore. Instead of manually creating invoices for every project, you can set up templates based on your services and pricing, allowing invoices to be generated automatically. Plus, clients can pay directly through the invoice using credit cards, ACH transfers, or PayPal—making transactions quick and hassle-free.
No more chasing down payments either! Dubsado tracks outstanding invoices and sends automatic payment reminders, ensuring you get paid on time without the awkward follow-ups.
And because Dubsado integrates invoices with proposals and contracts, clients can review, sign, and pay all in one seamless process.
Use beautifully branded forms and proposals
As an interior designer, you know that aesthetics matters. Clients hire you because you have an eye for design and for creating cohesive, beautiful spaces. So why should your business documents be any different? With Dubsado, you can ditch the clunky PDFs and outdated email attachments and create stunning, branded forms and proposals that align with your design style. From inquiry forms to contracts, every client interaction will reflect your expertise and professionalism.
No downloading, printing, or scanning. Just a polished, intuitive experience that makes it easy for them to say “yes!” to working with you.
Plus, Dubsado’s Pick and Choose Packages allow you to present a list of options that clients can select from, tailoring their experience to their specific needs.
Streamline client approvals
When you’re working on a tight timeline, waiting on client approvals or chasing down responses is the last thing you want to be doing with your time.
Thankfully, Dubsado makes the client approval process so much easier. With their digital approval forms, you can upload anything you need your client to review—like mood boards, design concepts, or decor selections—into a simple, interactive template. Clients can give feedback directly in the form—all in one place, without the back-and-forth email chains. It’s time to create an unforgettable first impression
They say, “first impressions matter”—and in business, that couldn’t be more true. That initial experience sets the tone for your entire client relationship. That’s why it’s so important to have a seamless client onboarding process. It shows clients that they’re in good hands from day one.
With Dubsado, you can create a seamless experience from start to finish—automating email responses, sending beautifully branded proposals, streamlining contracts, and making invoice payments effortless. Everything happens in one place, quickly and efficiently. Not only does this save you time, but it also elevates your business and gives clients a stress-free, polished experience they’ll appreciate.
At Hannah Bowyer & Co., Dubsado Automation Setup is one of the services we offer—and it’s a favorite of our clients. That’s because they get a fully functioning, seamless system—without the stress and time to set it up.
Curious about Dubsado? Let’s chat! Send me a message so we can set up a free discovery call. And don’t forget to ask about our Dubsado discount code!
