Precision AI OS vs Dubsado: Keep It, Connect It

Dubsado keeps studio projects, forms, and invoices together. Precision AI OS writes the client update a producer checks before sending it out.

Updated

Precision AI OS vs Dubsado at a glance

Dubsado and Precision AI OS, by job. Set up per firm after access is confirmed.
JobDubsadoPrecision AI OS
ProjectsStudio projects, forms, and invoices stay in DubsadoCan draft the project update and route it to the studio owner.
FormsA public lead form can collect a new inquiryCan log the new inquiry for the studio owner to accept.
PaymentsPayments can run through Stripe, including cards and ACHCan write the payment note for the person who sends the invoice.
BooksQuickBooks can be connected when that connection is onCan prepare the bookkeeping handoff for the bookkeeper.
NotesEmail-thread summaries and a meeting notetaker can be availableCan file the meeting note on the project checklist.
InvoicesInvoices stay with the studio projectCan draft the invoice message and hold it for the sender.

Where Dubsado fits

  • Keep Dubsado for

    • Proposals, bills, and jobs a studio already tracks stay in Dubsado.

    • Dubsado automations and the scheduler stay in the studio the firm already configured.

    • The entry setup keeps a single public Dubsado form.

  • Add Precision for

    • Work the Dubsado entry setup cannot connect to the ledger.

    • The follow-up beside the other studio files, outside Dubsado thread summaries.

    • Another brand Dubsado bills on its own.

How Dubsado and Precision fit

  1. Dubsado keeps the forms, the bills, and the jobs.

  2. Stripe stays under Dubsado Payments for cards and bank debit.

  3. Precision does not unlock a second live form on the Dubsado entry setup.

Dubsado and Precision AI OS: common questions

What does Dubsado keep doing?

Dubsado keeps the studio's forms, bills, and jobs.

Where do Dubsado automations sit?

Dubsado automations sit in the studio the firm configured. That setup keeps one live form.

Who charges the card?

Stripe sits under Dubsado Payments, for cards and bank debit. Precision does not take that processor's place.

See where Precision fits next to Dubsado.

Precision AI OS is not affiliated with, endorsed by, or sponsored by Dubsado.