Broken automations, confusing portals and new features, handled by an independent SuiteDash Agency Partner.
We are an independent partner, not SuiteDash’s own help desk. For account access and billing with SuiteDash itself, use their official help center.
Pick the symptoms you see. We’ll show the likely cause and how we would fix it.
Pick one or more symptoms to see the likely cause and how we fix it.
Likely cause: The trigger depends on a form, stage or tag that changed, or two automations update the same record.
How we fix it: We map every automation and its trigger, remove overlaps and retest with a real client journey.
Likely cause: The first screen shows every module, so clients can’t see what you need from them.
How we fix it: We rebuild the dashboard around tasks: what to do now, what you shared, and how to reach you.
Likely cause: Payment settings, templates or the automation that sends them are incomplete or inactive.
How we fix it: We check billing settings, templates and reminder rules, then send a test invoice end to end.
Likely cause: Onboarding runs from memory instead of an On-Boarding FLOW and automations.
How we fix it: We build an onboarding FLOW and the automations around it, so clients complete intake on their own.
Likely cause: Imports, forms and manual entry created overlapping records and too many fields and tags.
How we fix it: We merge duplicates, agree a short tag list, retire unused fields and update automations to match.
Likely cause: Pipeline stages don’t match how you sell, and follow-ups rely on someone remembering.
How we fix it: We restructure the pipeline and add follow-up tasks and reminders at each stage.
Describe the symptom, or pick it in the checker above. Screenshots help.
We look at the setup behind the symptom before recommending a fix.
We make the change and test it with a real client journey, not just a settings check.
You get a short note on what was wrong and what we did, so it doesn’t come back.
Our recommendation
From $300
A review of your existing account with the fixes that matter most.
Timeline: About 1 week
Talk to us about an auditQuoted per fix
A defined fix or improvement, priced before we start.
Timeline: Usually within a week
Talk to us about a fixMonthly plan
Ongoing changes, troubleshooting and administration as you grow.
Timeline: Month to month
Talk to us about monthly supportSupport is available as project-based work or flexible monthly plans. We confirm scope and price before any work starts.
Gould Oral and Maxillofacial Radiology
Brand identity, website and a customized SuiteDash portal tailored to the practice.
Jonna and her team helped me develop my company's logo and brand identity, design and build my business website, and create a customized SuiteDash portal tailored to the unique needs of my radiology practice. The quality of her work exceeded my expectations at every stage of the process!
Most automation problems come from the trigger, not the action. The automation is waiting for an event that no longer happens in the way it expects, such as a form that was replaced or a status that was renamed.
Check these in order before rebuilding anything:
Clients avoid portals that show too much. If the first screen has every module switched on, they cannot see what you need from them, so they fall back to email.
A good portal shows each client three things: what they need to do, what you have shared with them, and how to reach you. Everything else can wait until they need it. Sending clients to the portal for a specific task, like signing or uploading, builds the habit faster than a general invitation.
Start by deciding what you actually report on, then remove or merge everything else. Fields nobody fills in, tags that mean the same thing and statuses nobody updates make every other part of SuiteDash harder to use.
Clean up in this order: merge duplicate contacts, agree a short tag list, retire unused custom fields, then fix pipeline stages. Automations that depend on old tags or fields need updating at the same time, or they will quietly stop working.
Rarely. A rebuild makes sense when the account was set up for a different business model, or when so many automations overlap that nobody can predict what happens. In most other cases, a structured clean-up is faster and keeps your client history intact.
Contact SuiteDash’s own support for account access, subscription billing, outages and bugs in the platform itself. Contact an implementation partner like us for how your account is set up: structure, automations, portal design and workflows. Their team supports the software; we support how your business uses it.
No. We are an independent SuiteDash Agency Partner. We help with how your account is set up and used: automations, portals, CRM structure and workflows. For account access, subscription billing or platform bugs, contact SuiteDash’s own support through their official help center.
Yes. We start by mapping what each automation is meant to do and what actually triggers it. Then we fix, merge or remove the ones that conflict, and test the result with a real client journey so we know the fix holds before we hand it back.
Yes. Support is available as project-based work or as a flexible monthly plan for regular changes, new workflows, troubleshooting and administration. We agree what is included before the plan starts, so you always know what a month of support covers.
A SuiteDash audit and clean-up starts at $300. It covers a review of your CRM, pipelines, portal and automations, a prioritized list of problems, and a clean-up of the most urgent ones. Larger fixes are priced separately once we know what is involved.
We reply within one business day. For urgent problems, such as automations sending the wrong emails to clients, tell us in your first message and we will look at containing the issue first, then fix the cause properly once nothing is going wrong for your clients.
For most fixes, yes. We ask for a staff login with the permissions the job needs, and you can remove it as soon as we finish. We agree the changes with you first, especially anything your clients will see in the portal or their inbox.
30 minutes. No obligation. You’ll leave with a plan.
