Tips for using Dubsado Smart Fields

I recently worked on a Dubsado setup where they had created a custom mapped field for the project date that they entered manually.

​Why? They wanted the date to look like this: February 5, 2025 and not what Dubsado's project date smart field showed which was: Feb 5, 2025.

​There is smart field they could've used instead of the default project date smart field in Dubsado to change the formatting of the project date. But it’s not listed as a smart field option in Dubsado.

​Dubsado has a list of smart fields that you can use. But what I've learned is that this isn't a comprehensive list of every single smart field available.

So in this blog post, I’ll show you some smart field options that you may not be using because they aren’t listed anywhere.

Date Smart Fields

In Dubsado's smart field list you'll see the following options:

• Current Date long: {{curDate | longDate}} this will display as July 18, 2024

• Current Date mid: {{curDate | mediumDate}} this will display as Jul 18, 2024

• Current Date short: {{curDate | shortDate}} this will display as 2024-07-18

​But the only project date smart field in their list, is this one:

• Project Start Date: {{job.start | mediumDate}}

If you take the end portion of the current date smart fields and apply them to the project start date, you'll end up with the same result:

• Project Start Date mid: {{job.start | mediumDate}} this will display as Feb 5, 2025

• Project Start Date long: {{job.start | longDate}} this will display as February 5, 2025 → this is the smart field I used for my client, eliminating the need to type the project date in long form into a custom mapped field

• Project Start Date short: {{job.start | shortDate}} this will display as 2025-02-25

Address Smart Fields

In Dubsado's smart field list you'll see the following options:

• ​Client Address: {{client.address | address}} this will display as the address with line breaks. Like this:

Address Line 1

Address Line 2

City, State / Province Zip / Postal

Country

• ​Client Address - Compact: {{client.address | address : true}} this will display as the address in a single line. Like this:

Address Line 1 Address Line 2 City State / Province Zip / Postal Country

The address smart field can look strange sometimes because of all the line breaks, so adding the : true to the smart field will allow it to display more neatly in your forms.

​You can use this structure on the project address or shipping address smart fields, like this:

• Project Address: {{job.address | address}} will display with line breaks

• Project Address - Compact : {{job.address | address : true}} will display in a single line

• Shipping Address: {{client.shippingAddress | address}}

• Shipping Address - Compact: {{client.shippingAddress | address : true}}

Company Smart Fields

In Dubsado's smart field list you'll only see one smart field listed for companies:

• Company Name: {{client.company.name}}

Taking the structure of the client smart fields for email {{client.email}} and phone {{client.phone}}, you can create the following:

• Company Email: {{client.company.email}}

• Company Phone: {{client.company.phone}}

Invoice & Packages Smart Fields

Another thing I've noticed is that sometimes people want to display prices without tax in their proposals.

​Here are the different smart fields you can use:

• Invoice Total: {{job.invoice | total}} total with tax

• Invoice Subtotal: {{job.invoice | subtotal}} total before tax or discounts

• Invoice Tax Total: {{job.invoice | invoiceTaxTotalFormatted}} total taxes charged

​For packages, the same options apply:

• Package Total: {{package.items | invoiceTotal : false | currency}} total cost of package with tax

• Package Subtotal: {{package.items | invoiceTotal : true | currency}} total cost of package before tax

• Package Tax Total: {{package.items | invoiceTaxTotal | currency}} total taxes charged for that package

To display your prices without tax, you can place the following line in the package field of your proposal: {{package.items | invoiceTotal : true | currency}} + Tax

Social Links Smart Fields

This one came to me as a pro tip from a web developer, who looked at the code in Dubsado and translated it into smart fields.

• Client Website: {{client.social.website}}

• Instagram: {{client.social.instagram}}

• Facebook: {{client.social.facebook}}

• Twitter: {{client.social.twitter}}

• Pinterest: {{client.social.pinterest}}

What?! 🤯 I had no idea this could be done. SO helpful!!

List of Dubsado Smart Fields

for Client & Project Mapped Fields

Client Smart Fields

Full Name (first + last): {{client.name}}

First Name: {{client.firstName}}

Last Name: {{client.lastName}}

Email: {{client.email}}

Phone Number: {{client.phone}}

Address: {{client.address | address}}

Address - Compact: {{client.address | address : true}}

Facebook: {{client.social.facebook}}

Twitter: {{client.social.twitter}}

Instagram: {{client.social.instagram}}

Website: {{client.social.website}}

Pinterest: {{client.social.pinterest}}

Alternate Contact

Alt Contact First Name: {{client.altContact.firstName}}

Alt Contact Last Name: {{client.altContact.lastName}}

Alt Contact Email: {{client.altContact.email}}

Alt Contact Phone Number: {{client.altContact.phone}}

Company

Company Name: {{client.company.name}}

Company Email: {{client.company.email}}

Company Phone: {{client.company.phone}}

Shipping Address

Shipping Address: {{client.shippingAddress | address}}

Shipping Address - Compact: {{client.shippingAddress | address : true}}

Client Smart Fields are mapped to these fields

Project Dates Mapped Fields

Project Start Date mid: {{job.start | mediumDate}}

Project Start Date long: {{job.start | longDate}}

Project Start Date short: {{job.start | shortDate}}

Project Start Time: {{job.start | shortTime}}

Project End Date mid: {{job.end | mediumDate}}

Project End Date long: {{job.end | longDate}}

Project End Date short: {{job.end | shortDate}}

Project End Time: {{job.end | shortTime}}

Project Date Smart Fields are mapped to these fields

Project Mapped Fields

Project Title: {{job.title}}

Project Location Contact Name: {{job.contactName}}

Project Location Name: {{job.address | addressLocationName}}

Project Address: {{job.address | address}}

Project Address - Compact : {{job.address | address : true}}

Project Location Smart Fields are mapped to these fields

Want to work with me?

If you need help setting up Dubsado to automate your client process - from inquiry to offboarding, let's talk!

​I'll help you map out your client process so you are clear on the steps to take each client through. Then, I'll build everything you need (forms, emails, schedulers, etc...) to deliver your client process using automated workflows in Dubsado.

​If you're interested in learning more about a Dubsado setup and see if we're a good fit to work together, book a free discovery call