# Move your client work from Dubsado to Workspace369.

> Switch from Dubsado to Workspace369: AI Import maps CSV or Excel files of clients, services, invoices and proposals, and you check every row.

Canonical: https://workspace369.com/switch/dubsado/
Last updated: 2026-10-31

Switching from Dubsado?

Most teams move from Dubsado to Workspace369 in a few hours: export your clients, services, invoices, proposals and expenses as CSV or Excel files, bring them in with AI Import (you check every row before it saves), then rebuild the forms and workflows you use. Cadet is $29 a month for one person; expense import starts on Specialist.

Dubsado's 21-day trial needs no card (its pricing page, checked October 24, 2026); Workspace369's 14-day trial needs one (then $74/month on Voyager until you cancel), so export from Dubsado first, then start the trial and import.

Dubsado replaced its 3-client trial with a 21-day trial for new accounts on November 17, 2025, a third-party review reports higher prices for new subscribers from December 1, 2025, and Dubsado's time tracking sits on its Premier plan. If you are weighing a move, this page is the straight version: what moves, what you re-create, and the order to do it in. AI Import looks for Dubsado exports: when it spots one it names Dubsado as the source, and you can pick Dubsado yourself if it doesn't; it is a spreadsheet import, not a direct move from Dubsado. It maps your columns and shows the AI usage it needs before it writes anything.

[Compare Workspace369 vs Dubsado →](https://workspace369.com/compare/dubsado/)

14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.

Workspace369 is now an approved plugin in ChatGPT. [Read the announcement](https://workspace369.com/changelog/2026-10-30-workspace369-plugin-for-chatgpt/)

Last updated October 31, 2026

Facts last verified October 25, 2026 from Dubsado's public pages. Dubsado is a trademark of its owner; Workspace369 isn't affiliated with or endorsed by it. Spot an error? Tell us at [support@workspace369.com](mailto:support@workspace369.com) and we'll fix it.

The honest part first

## What moves, what doesn't

Here is how a move from Dubsado works. You bring your data as spreadsheets and AI Import does the column mapping.

### Moves with you

- **Clients, services, invoices, proposals and expenses.** Upload a CSV or Excel file and AI Import maps the columns to the right fields. You check every row before it saves. Expense import starts on Specialist.
- **The cost, before you commit.** The import shows how much of your monthly usage it needs before it starts, so nothing runs on a surprise bill.

### You re-create these

- **Projects, contracts, files, notes and messages.** Projects come across with their tasks through AI Import. Contracts, files, notes and messages stay in Dubsado: download what you need and attach it to the client record by hand.
- **Forms, workflows and email templates.** Rebuild the ones you actually use; for most people that is a handful.
- **Links you already sent clients.** Old portal, form and invoice links keep pointing at Dubsado.
- **Cards on file.** Saved payment methods cannot be moved between systems, so clients re-enter their card on their next payment.

No lock-in either way: the workspace owner can request a full data export from Workspace369 at any time. Keep your Dubsado account active until the last open invoice there is paid.

Step by step

## The switching checklist

Seven steps, in order.

1. Gather your data from Dubsado Export your client list, unpaid invoices and the proposals you still send as spreadsheets where Dubsado allows it, and your active projects with their tasks. Skip closed work; it stays in Dubsado as your archive.
2. Start the trial and set up your services and prices The 14-day trial is enough time to move. Add your services, packages and rates first so proposals and invoices take minutes afterwards.
3. Run AI Import for each record type Upload a CSV or Excel file for clients, services, invoices, proposals or expenses (expenses from Specialist). AI Import maps your columns, you check every row before it saves, and the estimated usage is shown before you start.
4. Re-create your forms, workflows and templates Rebuild the intake forms, automations and email templates you actually use. Most people rebuild a short list, not everything.
5. Connect Stripe for payments Workspace369 payments run on Stripe. Connect once and every invoice goes out with a payment link, with payment plans on Specialist and above.
6. Set up your inbox, texting and calling Connect your business mailbox over SMTP and IMAP (Gmail) or by forwarding (Microsoft 365). Two-way SMS and a business number with calling and voicemail start on Voyager ($74/month, 2 seats); IVR, call queues and call recording start on Specialist ($149/month, 10 seats).
7. Cancel Dubsado when the last open invoice there is paid Keep the account active until then. Once the final invoice clears and you have what you need, cancel.

Phone and iPad

## Workspace369 on iPhone and iPad

![Workspace369 App Store screenshot: the iPhone dashboard with tasks and events today, reminders, revenue and clients](https://workspace369.com/images/mobile-app/app-store-iphone-dashboard.webp)![Workspace369 App Store screenshot: an iPhone client page with open invoices, amount outstanding and the next visit](https://workspace369.com/images/mobile-app/app-store-iphone-client-page.webp)![Workspace369 App Store screenshot: the iPhone projects list with status and priority tags, progress and budget](https://workspace369.com/images/mobile-app/app-store-iphone-projects.webp)

Screenshots from Workspace369’s App Store listing.

One workspace on the web, iPhone and iPad. What the app does today:

- Native app for iPhone and iPad, with iPad in every orientation.
- Same workspace as the web app at app.workspace369.com.
- Send invoices and proposals, track time, and share payment links.
- Read the inbox and open any client record from the same app.
- See your calendar and what is coming up for the day.
- Share a receipt to Workspace369 to start an expense. Expense tracking and receipt capture start at Specialist.

App Store listing, checked October 26, 2026

iPhone

Requires iOS 15.0 or later.

iPad

Requires iPadOS 15.0 or later.

[See the mobile app →](https://workspace369.com/features/mobile-app/)[Workspace369 on the App Store ↗](https://apps.apple.com/us/app/workspace369/id6475013419)

Pick your plan

## Five plans, priced by seats

Cadet through Commander start with a 14-day free trial. Pay annually and each plan drops by about 20%. Extra seats are $10 a month each from Voyager.

| Plan | Monthly | Seats | Pick it if… | Trial |
| --- | --- | --- | --- | --- |
| Cadet | $29 | 1 | You're solo and don't need texting yet. Email automations included (up to 3 active workflows). | 14 days free · card required · then $29/mo · cancel anytime |
| Voyager | $74 | 2 | You want to text and call clients — this is the entry point for SMS, calling and voicemail, with SMS steps in up to 10 active workflows. | 14 days free · card required · then $74/mo · cancel anytime |
| Specialist Recommended | $149 | 10 | You want IVR, call queues and call recording, payment plans, and up to 25 active workflows. | 14 days free · card required · then $149/mo · cancel anytime |
| Commander | $299 | 20 | You want unlimited workflows with AI drafting, plus full accounting. | 14 days free · card required · then $299/mo · cancel anytime |
| Enterprise | $699 | 50 | You run several teams and need 50 seats in one plan. | [Talk to sales](https://workspace369.com/contact-sales/) |

Prices in USD. Full feature matrix on the [pricing page](https://workspace369.com/pricing/).

FAQ

## Switching questions, answered straight

**What is the best Dubsado alternative?**

It depends on how much automation you need. HoneyBook Essentials ($59/mo on monthly billing) is the closest swap with an easier setup. Cheaper solo picks are Moxie Starter ($12/mo), Bonsai Basic ($15 a user a month) and Plutio Core ($19/mo). Workspace369 Cadet ($29/mo) fits one person wanting proposals, invoices and time tracking. Stay on Dubsado if you rely on its workflows. Prices checked October 25, 2026; the Dubsado alternatives page has the full comparison.

**Is there a Dubsado importer?**

Workspace369 imports spreadsheets, not Dubsado accounts: you export a spreadsheet from Dubsado and bring it into AI Import. It looks for Dubsado exports: when it spots one it names Dubsado as the source, and you can pick Dubsado yourself if it doesn't. The file is a CSV or Excel file of clients, services, invoices, proposals, projects with their tasks or expenses (expenses from Specialist), and before anything runs it shows how the columns map and the AI usage it needs. You check every row before it saves.

**What does AI Import cost?**

It draws on your plan's monthly AI usage, and the usage it needs is shown before you start the import, so you can decide before anything runs. Email credits are separate.

**Am I locked in to Workspace369?**

No. The workspace owner can request a full export of the workspace data and can delete the workspace, with a 24-hour grace period to cancel the deletion.

**How long does switching take?**

Most teams re-enter their active work in a few hours: current clients, open proposals and unpaid invoices. Rebuilding forms and workflows is usually the longest part.

**Does the Workspace369 trial need a card?**

Yes. You add a card to start the 14-day trial on Cadet through Commander, and nothing is charged if you cancel in Settings → Billing before it ends. Dubsado’s 21-day trial needs no card (checked October 24, 2026), so export from Dubsado first, then start the trial and import.

**What does Workspace369 cost for 2 or 3 people?**

Voyager is $74 a month with 2 seats included, and a third person adds a $10 seat for $84 a month. Voyager also adds two-way texting and calling with voicemail, plus a one-time $50 carrier compliance setup when you claim a number; texts draw on the plan’s monthly usage and email credits, and calls on its monthly usage. Dubsado lists no built-in calling or texting (checked October 24, 2026).

**Which plan do I need for texting, calling and time tracking?**

Two-way SMS and a business number with calling and voicemail start on Voyager ($74/month, 2 seats); time tracking with timesheets is included on every plan. IVR, call queues and call recording start on Specialist ($149/month, 10 seats). Dubsado's own time tracking is on its Premier plan.

**Does Workspace369 have a mobile app?**

Yes, an iPhone and iPad app. See the mobile app page for what it covers.

Keep exploring

## Before you decide

[Dubsado alternatives Every tool people compare against Dubsado, with current prices and who each one fits. Read →](https://workspace369.com/alternatives/dubsado/)[Workspace369 vs Dubsado The feature-by-feature head-to-head, including phone, AI, time tracking and permissions. Read →](https://workspace369.com/compare/dubsado/)[How to export everything from Dubsado A step-by-step checklist of what Dubsado's help center says you can export, and what has no documented export. Read →](https://workspace369.com/blog/how-to-export-from-dubsado/)[Time tracking Timers, timesheets with approvals, and billable hours that go onto an invoice. Read →](https://workspace369.com/features/time-tracking/)[Client-scoped access Let a contractor see only the clients they are assigned to. Read →](https://workspace369.com/features/client-scoped-access/)[Mobile app Run client work from your iPhone or iPad. Read →](https://workspace369.com/features/mobile-app/)[Pricing All five plans, the full feature matrix, and annual billing discounts. Read →](https://workspace369.com/pricing/)[AI Import How the CSV import maps columns and shows the cost first. Read →](https://workspace369.com/integrations/csv-import/)

## Ready to make the move?

Start the trial, run the checklist above, and cancel Dubsado when the last open invoice there is paid.

[See the full comparison →](https://workspace369.com/compare/dubsado/)