How to Migrate from Dubsado to Agiled (2026 Step-by-Step Guide)

Dubsado does not offer a full account export, so there is no one-click import into Agiled or anywhere else. The realistic path is a 1-2 week parallel switch: rebuild your key forms, contracts, and your main workflow in Agiled, route new leads there, let active Dubsado projects finish, then export contacts and download signed contracts before cancelling. This guide covers exactly what carries over, how every feature maps, and what it costs after Dubsado's December 2025 price increase.

Dubsado is a strong client-management tool for creative freelancers, especially its branching forms and workflow automation. But it stops being useful once real project work begins: there is no time tracking at any tier, project management is minimal, and scheduling plus automations are locked to the Premier plan. After the December 2025 price increase, more users are re-evaluating. If you have outgrown it, moving to Agiled is straightforward when you treat it as a phased switch rather than a one-shot import.

Still comparing? See Agiled vs Dubsado and the best Dubsado alternatives. Already decided? Here is the plan.

Why people move from Dubsado to Agiled

• The December 2025 price increase. Alongside the Dubsado 3.0 launch, Starter went from $20 to $35/month and Premier from $40 to $55/month. Annual billing is now $335/year (Starter) and $525/year (Premier). Users who were paying before December 1, 2025 were grandfathered at the old $20/$40 rates.
• No time tracking, ever. Dubsado has no built-in time tracking at any plan level. Hourly billing means manual line items. Agiled includes a timer that converts hours into invoices.
• Minimal project management. Dubsado 3.0 added configurable list and Kanban-style views, but there are no task dependencies, Gantt charts, milestones, or project templates. Most users bolt on Asana or Trello.
• Premier paywall. Scheduling, automated workflows, public proposals, bookkeeping integration, and Zapier are Premier-only ($525/year). The Starter plan also limits you to one active lead-capture form.

Agiled covers Dubsado's front-end strengths (forms, proposals, contracts, invoicing, automations) and adds real project management, time tracking, and HR in one platform.

What you can (and cannot) export from Dubsado

Data in Dubsado	Can you take it?	How
Contacts / clients	Yes	Export to CSV
Signed contracts	Yes, as records	Download each signed PDF
Invoices & payment history	Partial	Download invoice PDFs; full history stays in Dubsado reports
Forms & questionnaires	No bulk export	Rebuild in Agiled (copy the questions over)
Contract & proposal templates	No bulk export	Recreate in Documents
Workflows / automations	No	Rebuild in the workflow builder
Canned emails	No bulk export	Copy/paste into Agiled
Scheduler settings	No	Reconfigure in Agiled scheduling

The takeaway: your clients and signed records move with you; your forms, templates, and automations get rebuilt. Because Dubsado power users often have complex branching forms, budget a little extra time to recreate the ones you actually use.

How Dubsado features map to Agiled

Dubsado	Agiled equivalent	Notes
Lead capture forms	CRM + forms	Embeddable, with a visual pipeline behind them
Questionnaires	Forms	Recreate question logic
Contracts & e-sign	Documents	Reusable templates, legally binding e-sign
Proposals	Documents	Package selection, sign + pay in one doc
Invoicing & payment plans	Finance	Recurring billing, estimates, expenses
Scheduler (Premier)	Scheduling	Included, not paywalled to a top tier
Workflows (Premier)	Workflow automation	Visual triggers and conditions
Client portal	Client portal	Branded, clients view/approve/pay
Basic tasks	Projects	Full Kanban, Gantt, dependencies, milestones
(none) Time tracking	Time tracking	Timer to invoice

The migration plan: switch in 1-2 weeks

Phase 1 - Set up Agiled (Day 1-2)

1. Create your Agiled account and add branding and business details.
2. Connect Stripe/PayPal for payments and your calendar for scheduling.

Phase 2 - Rebuild forms, templates, and your main workflow (Day 2-5)

1. Recreate your top intake form and questionnaire in CRM/forms. If you used Dubsado's conditional logic, map it to Agiled's form fields.
2. Rebuild your most-used contract and proposal in Documents using the same legal text.
3. Rebuild your primary automation in the workflow builder (lead, proposal, on signature create project and invoice).

Dubsado's biggest strength is workflow depth, so this is where most of your migration time goes. Recreate the one or two workflows that drive your business first; add the rest later.

Phase 3 - Point new leads at Agiled (Day 5-8)

1. Swap your website/embedded form link to the new Agiled form.
2. Send all new inquiries through Agiled; let active Dubsado projects finish where they are.
3. Run a full test booking (lead, proposal, e-sign, payment) before a real client uses it.

Phase 4 - Migrate client data (Day 8-10)

1. Export Dubsado contacts to CSV and import them into Agiled's CRM.
2. Download signed contract and invoice PDFs for your records.
3. Invite active clients to the Agiled client portal.

Phase 5 - Wind down Dubsado

1. Confirm no payments are still routing through Dubsado.
2. Confirm every signed contract and payment record is downloaded.
3. Cancel at the end of your billing cycle.

What it costs after you switch

Dubsado Starter is $35/month ($335/year) and Premier is $55/month ($525/year), with scheduling and automations only on Premier. Both plans include 3 seats; additional users are $25/month for 4-10 users. Dubsado adds no platform markup on payments (you pay Stripe, Square, or PayPal directly). Agiled has a limited free workspace, Starter at $29/month ($24 annually), and Pro at $69/month ($59 annually) for 3 seats, with scheduling, automations, project management, and time tracking included rather than tiered away.

Use the calculator below to compare real annual cost, including payment processing, for your revenue and team size.

Mistakes to avoid

• Cancelling before downloading contracts. Signed PDFs and payment history are hard to retrieve after cancellation.
• Trying to perfectly clone every workflow on day one. Migrate your core workflow first; the long tail can wait.
• Leaving your website form pointed at Dubsado. New leads will keep landing there.
• Moving in-flight projects mid-stream. Let active Dubsado projects finish.
• Skipping the end-to-end test. Always send yourself through the full flow first.

When you should stay on Dubsado

• You are a solopreneur whose work is mostly intake-to-contract, you already have a separate PM tool you love, and a beautiful branded client experience matters more than consolidation.
• You are grandfathered into the old $20/$40 pricing and rely on extremely complex branching forms that would take significant time to rebuild, with no team or time-tracking needs.

Otherwise, consolidating into Agiled removes your PM and time-tracking add-ons. See the full Agiled vs Dubsado comparison.

Frequently Asked Questions

Can I automatically import my Dubsado account into Agiled?

No. Dubsado does not provide a complete account export, so a true one-click import is not possible into Agiled or any other platform. You can import contacts via CSV and recreate forms, templates, and workflows manually. For most users this is a few hours of focused work.

Will I lose my Dubsado contracts and forms if I leave?

Signed contracts stay valid as PDFs if you download them before cancelling. Forms and questionnaires cannot be bulk-exported, so you copy the questions into Agiled's form builder. This is also a chance to simplify forms you have outgrown.

Does Agiled include time tracking that Dubsado lacks?

Yes. Dubsado has no built-in time tracking at any tier. Agiled includes a timer that records time against tasks and converts it directly into billable invoice line items, which is one of the main reasons hourly freelancers switch.

Is scheduling and automation included in Agiled or paid extra?

Agiled includes scheduling and workflow automation on its paid plans rather than gating them behind a top tier. In Dubsado, scheduling and automated workflows are Premier-only ($525/year) features; the Starter plan also limits you to a single active lead-capture form.

How much did Dubsado's price go up in 2025?

On December 1, 2025, alongside Dubsado 3.0, Starter rose from $20 to $35/month and Premier from $40 to $55/month (annual: $335 and $525). Customers who were already paying before that date were grandfathered into the old $20/$40 monthly rates.

Related:

• Agiled vs Dubsado: full comparison
• Best Dubsado alternatives
• Dubsado vs HoneyBook
• Migrate from HoneyBook to Agiled
• Migrate from 17hats to Agiled

Ready to start? Create your free Agiled account and rebuild your first workflow today.