Choose Your Service
From writing your canned emails to designing forms, inputting data, and handling support tickets - we take care of every detail of your Dubsado setup, so you don’t have to.
Share your structure with us, and we’ll handle the rest. From custom fields and lists to views, automations, and dashboards, we’ll build every detail needed - fully tailored to your clients' business and the way they work.
You bring the strategy, we’ll build the engine. From custom tables and filtered views to smart automations and user-friendly interfaces, we transform your Airtable vision into a streamlined, working system - so your ideas aren’t just planned, they’re powered.
Option 1
DUBSADO SETUP ASSISTANCE
As a Systems Pro, you know the power of Dubsado - but that doesn’t mean you have the time (or desire) to handle every detail of the setup. From canned emails and workflow automation to custom form design and full system builds, The Ops Agency is here to take the backend setup off your plate.
Whether you need a simple data entry service or a full setup, we’ve got a package designed for you. Pick what you need - or let’s create a custom package that fits your exact requirements.
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Services include:
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Data Entry - Creating all the assets (minus the forms)
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Full Setups - Hand over the strategy, and we'll build it all!
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Form Design - We'll design all the forms, either coded or code-free
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Support Ticket Assistance - We'll help you answer all those support tickets after handing over your project to your client
Option 2
CLICKUP SETUP ASSISTANCE
Our ClickUp Data Entry packages handle all the admin-heavy tasks - like building out spaces, folders, lists, custom fields, and task templates - so you can stay focused on the strategic side of your client’s setup.
We can also set up and test automations, build dashboards, and configure views for the end-user experience. With our deep knowledge of ClickUp’s capabilities (and quirks!), we’ll spot any gaps or friction points - ensuring your setup is smooth, intuitive, and ready to impress.
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Services can include the creation of:
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ClickUp Workspaces, Folders & Lists – Organised structures for streamlined task management.
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Docs & Knowledge Bases – Internal documentation built for easy access and team use.
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Automations & Dashboards – Reduce manual work and get key insights at a glance.
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Custom Fields & Views – Tailored layouts to match your workflow preferences.
Option 3
AIRTABLE SETUP ASSISTANCE
Our Airtable Data Entry packages take care of the admin-heavy build - like creating tables, linking records, setting up views, and inputting field data - so you can focus on the big-picture strategy and client experience.​​
We’ll also configure automations, formulas, and interfaces, and test everything to make sure it functions exactly as intended. With our deep understanding of Airtable’s structure and logic, we’ll ensure your setup is clean, intuitive, and client-ready - without you getting stuck in the weeds.
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Services can include the creation of:
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Table + Base Setup: Clean, logical tables built to match your client’s workflow
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Custom Views: Grid, calendar, Kanban, and gallery views filtered and grouped
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Field Input: All field types added and data pre-filled where needed
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Interface Dashboards: Branded, user-friendly dashboards for easy navigation
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Linked Records: Connected data for smooth, relational functionality
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Automations: Built and tested to streamline repetitive tasks
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Formulas: Smart fields to auto-calculate, trigger logic, or clean data
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Permissions: Proper access levels for clients + team
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Naming + Colour Coding: Clear labels and visual organisation