Dubsado Maintenance
Ongoing care for systems that are already built, so nothing slips through the cracks.
Starting at $400/month
Dubsado isn’t a “set it and forget it” tool. As your business evolves, your systems need small adjustments, upkeep, and oversight.
Dubsado Maintenance provides calm, behind-the-scenes support to keep your workflows, forms, and client experience running smoothly without rebuilding everything from scratch.
What Maintenance Means
Maintenance is ongoing system stewardship.
It means:
keeping your Dubsado setup aligned as your services change
making thoughtful updates before small issues become big problems
ensuring your client experience stays consistent and reliable
This is not about constant rebuilding; it’s about maintaining stability, efficiency, and trust in your systems.
Who This Is For
Dubsado Maintenance is a great fit if you:
already have Dubsado set up and in use
don’t want to manage day-to-day system updates yourself
value having someone keep an eye on the details
want peace of mind knowing nothing is being missed
prefer ongoing support over last-minute fixes
This service is ideal for business owners who want their systems supported, but don’t want to think about them constantly.
What’s Included
Thoughtful, Behind-the-Scenes Support
#1 Client Management
This is where maintenance truly shines.
support onboarding, implementation, and offboarding
monitor projects and workflows
catch issues before they escalate
ensure no plates are dropped
reduce your mental load and stress
Payments & Packages
set up recurring invoices
create or adjust payment plans
update packages as services evolve
manage billing schedules (weekly, monthly, per project)
Scheduling & Availability
create or update schedulers
adjust availability and buffers
manage reminders and confirmations
help coordinate scheduling when multiple people are involved
Forms & Templates
edit existing forms as needed
create new forms when services change (within scope)
keep proposals, questionnaires, and workflows aligned
Maintenance assumes forms already exist. Full builds are scoped separately.
Workflow Updates
update workflows as your business evolves
troubleshoot automations that stop working correctly
refine logic to improve efficiency and flow
Complete workflow builds or major overhauls are quoted separately.
Contracts
(Important Clarifier)
upload contracts you already have
connect contracts to proposals and workflows
I do not write contracts
I am not a lawyer
Messages & Client Communication
update email templates as needed
reply to existing clients inside Dubsado when requested
keep communication organized and timely
Prerequisites: A Healthy Baseline
To ensure maintenance is effective, your Dubsado account must already have a solid foundation.
Before starting maintenance, one of the following is required:
a previous Done-For-You Dubsado Setup with BizStreamlined
a completed Dubsado Account Audit
a Dubsado Strategy Session (if applicable)
This ensures we’re maintaining clarity, not chaos.
What’s Not Included
Being clear up front protects everyone.
Dubsado Maintenance does not include:
full Dubsado setups
brand-new workflow builds from scratch
legal contract drafting
inbox management outside of Dubsado
ongoing admin or VA services
If you need these, we’ll scope them separately.
Investment
Starting at $400/month
Pricing varies based on:
volume of updates
complexity of your workflows
level of client activity
Details are confirmed before we begin—no surprises.
Ready for Ongoing Support?
If you want your systems cared for without constantly managing them yourself, Dubsado Maintenance keeps everything running smoothly behind the scenes.
