Start with the customer’s side

HoneyBook lets you build and send contracts with signature fields. Its client portal gives customers a place to find shared files, messages and payments. If those are central to how you sell your work, put them near the top of your requirements. (HoneyBook: creating and sharing contracts; HoneyBook: what clients see in the portal)

For a photographer, the signed agreement may matter more than a crew roster. For a painting business that already invoices through QuickBooks, keeping the job notes and schedule together may be the missing piece. Neither business is using software wrong.

Three directions to explore

The prices below are published annual-billing figures for HoneyBook and Dubsado, and a monthly figure for BizzyBot. They describe different packages, not equivalent bundles. Check the complete term and required features before paying. (HoneyBook pricing; Dubsado pricing)

OptionUseful starting pointPrice context
HoneyBookKeep an established client-facing processStarter $29/month, billed yearly
DubsadoExplore another client-management systemStarter $335/year; Premier $525/year
BizzyBotOrganize jobs, customers and team workOwner $12/month; editing teammates $6 each; light users $0
Scroll the table horizontally on a smaller screen.

When another client portal is the right direction

Dubsado's portal groups shared forms, invoices, appointments and project communication. That's a relevant alternative if you want to change how clients move through your process while keeping a dedicated place for them to return. (Dubsado: client portals)

Try the customer experience yourself. Open the link on a phone, find the agreement and work out what happens next. A portal can look lovely in your account and still leave a customer wondering which button to press.

When the daily work is the problem

BizzyBot brings projects, customer notes, calendars, messages and reusable Flows into the workspace. Keep familiar jobs as templates and give the next task an owner. Show only the tools you need.

It doesn't replace HoneyBook's contracts, proposals, electronic signatures or client portal. The owner can build invoices from saved work through the QuickBooks Online connection. If your business needs the contract-to-payment process in a single tool, account for that before switching.

Move one piece before you move the business

Start with a copy of a small contact list and an upcoming project. Keep signed agreements, paid invoices and any legally required records safely accessible in their original system or an appropriate archive.

Rebuild a representative form and test it from the client's side. Write down anything you had to do twice. The aim is to discover the awkward bit before your next customer does.

Sources

Questions & answers

Will my contracts transfer into BizzyBot?

BizzyBot does not provide HoneyBook-style contracts or electronic signatures. Plan where those records will remain accessible before you cancel another service.

Is a lower monthly price enough reason to switch?

It can matter, but add the cost of any second service you would still need, the billing commitment and the time to rebuild your process. Compare a complete working setup.

Who is this for?

Are you a builder, a baker, a candlestick maker? Got a pulse and a small-business dream? Pull up a chair.

A few businesses that can use BizzyBot:

  • Shop owners
  • Consultants and designers
  • Builders and tradespeople
  • Repair shops and salons
  • Cleaning and landscaping businesses

Starting out or already juggling customers, jobs and a calendar that won't sit still? Keep the details together so your head doesn't have to hold every last one.

Business examples from 2025 U.S. Census application data

What's the difference between owners, teammates and light users?

Owner: $12/month. The person who runs the business workspace, manages billing and decides who gets access.

Teammates: $6 per person, per month. They create or change projects, tasks, schedules and events, and use the calendars. Their permissions decide what they can change.

Light users: $0 per person, per month. They can view schedules and the jobs they're assigned to in the owner's workspace. People who edit that work need a teammate seat.