Enable Full Invoice Payment Option When Payment Request is Active
Summary: Add functionality to allow customers to pay the full invoice amount even when a Payment Request is active, which currently limits them to only paying the requested amount. This enhancement will give customers flexibility to pay more than the requested amount (up to the full balance) and will dynamically update payment button calculations including applicable fees. User Story: As a customer receiving an invoice with an active Payment Request, I want the option to pay the full remaining balance instead of being limited to only the requested payment amount, so that I can settle my entire invoice in one transaction if I prefer, rather than making multiple payments.
Jeremy harrison 6 months ago
💡 Feature Requests
Enable Full Invoice Payment Option When Payment Request is Active
Summary: Add functionality to allow customers to pay the full invoice amount even when a Payment Request is active, which currently limits them to only paying the requested amount. This enhancement will give customers flexibility to pay more than the requested amount (up to the full balance) and will dynamically update payment button calculations including applicable fees. User Story: As a customer receiving an invoice with an active Payment Request, I want the option to pay the full remaining balance instead of being limited to only the requested payment amount, so that I can settle my entire invoice in one transaction if I prefer, rather than making multiple payments.
Jeremy harrison 6 months ago
💡 Feature Requests
Payment Follow Ups
We need follow ups when we requested a payment. Can it send a reminder to pay the outstanding balance? Can it keep sending messages until the payment is paid by them? We really need this since we can't manually chase customers who haven't paid.
An Anonymous User 7 months ago
💡 Feature Requests
Payment Follow Ups
We need follow ups when we requested a payment. Can it send a reminder to pay the outstanding balance? Can it keep sending messages until the payment is paid by them? We really need this since we can't manually chase customers who haven't paid.
An Anonymous User 7 months ago
💡 Feature Requests
Task Section Contact Info
When you create a task in a deal, and attach it to that deal, it would be useful to have that contact attached to that task. Currently, when you go to the task section and view a task, you can not see that it is attached to a deal and can not see the deals contact info. This means that when I create a task inside a deal I need to type out the clients full name and phone number in the task, as well as the task due date (since the due date is also not visible in the task section) I request inside the task section that there are columns for the task due date, and the contact that the task is connected to
An Anonymous User 7 months ago
💡 Feature Requests
Task Section Contact Info
When you create a task in a deal, and attach it to that deal, it would be useful to have that contact attached to that task. Currently, when you go to the task section and view a task, you can not see that it is attached to a deal and can not see the deals contact info. This means that when I create a task inside a deal I need to type out the clients full name and phone number in the task, as well as the task due date (since the due date is also not visible in the task section) I request inside the task section that there are columns for the task due date, and the contact that the task is connected to
An Anonymous User 7 months ago
💡 Feature Requests
In Progress
Project Management Forecasting Tool
I would like to request a new window that would allow us to project and forecast production based on crew. Set a production goal for a crew of a certain amount of gross income Add up how much is booked for that crew per month in order to see at a glance how much they have booked for the month to better plan and project. Ability to see at a glance the gross amount booked for every crew so that we can project gross revenue for the month as well as see at a glance production booked vs. actual production capacity and plan accordingly based on data. We currently have to manually use an excel spreadsheet in order to do any actual strategizing for production. However, all of the data needed in order to see this information at a glance already exists within this crm. Yet, there is no way to either export it into another software for view or a cability of view. SImply being able to see how much is booked for all crews and per crew on a weekly/monthly basis would be a game changer and save hours and hours. In terms of coding, I personally know it would only require 10-15 hours of coding in order to implement this component into the software… And that’s if I did (who is not a coder). Yet, it would save hours upon hours for all users.
An Anonymous User 7 months ago
💡 Feature Requests
In Progress
Project Management Forecasting Tool
I would like to request a new window that would allow us to project and forecast production based on crew. Set a production goal for a crew of a certain amount of gross income Add up how much is booked for that crew per month in order to see at a glance how much they have booked for the month to better plan and project. Ability to see at a glance the gross amount booked for every crew so that we can project gross revenue for the month as well as see at a glance production booked vs. actual production capacity and plan accordingly based on data. We currently have to manually use an excel spreadsheet in order to do any actual strategizing for production. However, all of the data needed in order to see this information at a glance already exists within this crm. Yet, there is no way to either export it into another software for view or a cability of view. SImply being able to see how much is booked for all crews and per crew on a weekly/monthly basis would be a game changer and save hours and hours. In terms of coding, I personally know it would only require 10-15 hours of coding in order to implement this component into the software… And that’s if I did (who is not a coder). Yet, it would save hours upon hours for all users.
An Anonymous User 7 months ago
💡 Feature Requests
Add price column to Products/Service page
Please add the option to add columns to the Products/Service page, so we can see each item price.
An Anonymous User 7 months ago
💡 Feature Requests
Add price column to Products/Service page
Please add the option to add columns to the Products/Service page, so we can see each item price.
An Anonymous User 7 months ago
💡 Feature Requests
Social Media Calendar
As a user, have the ability to post pictures/videos/reels of projects, professional advice, tips, etc. to various social media platforms would be extremely useful. It would add another layer of automation to consistently post to social platforms. Considering DribJobs is using AI with other aspects of the application, it should be a seamless addition to help users with caption development, etc. I could elaborate in greater detail but I think the fundamental idea is clear. Thanks in advance!
An Anonymous User 7 months ago
💡 Feature Requests
Social Media Calendar
As a user, have the ability to post pictures/videos/reels of projects, professional advice, tips, etc. to various social media platforms would be extremely useful. It would add another layer of automation to consistently post to social platforms. Considering DribJobs is using AI with other aspects of the application, it should be a seamless addition to help users with caption development, etc. I could elaborate in greater detail but I think the fundamental idea is clear. Thanks in advance!
An Anonymous User 7 months ago
💡 Feature Requests
Line quantity and price per quantity
Hello, please integrate line quantity and the price per quantity visible on proposals in the customer portal, we price our jobs by the square foot and think this is a very simple option to have to save customers from having to do math themselves and asking us what the price per square foot is. Thank you kindly
An Anonymous User 7 months ago
💡 Feature Requests
Line quantity and price per quantity
Hello, please integrate line quantity and the price per quantity visible on proposals in the customer portal, we price our jobs by the square foot and think this is a very simple option to have to save customers from having to do math themselves and asking us what the price per square foot is. Thank you kindly
An Anonymous User 7 months ago
💡 Feature Requests
Colour Sign Off Sheet
I would love the ability to send a colour sign off sheet to clients after colours have been picked. I would like to have the client sign off on the colours like the proposal.
An Anonymous User 8 months ago
💡 Feature Requests
Colour Sign Off Sheet
I would love the ability to send a colour sign off sheet to clients after colours have been picked. I would like to have the client sign off on the colours like the proposal.
An Anonymous User 8 months ago
💡 Feature Requests
Ability to Upload Pictures in Deals
It would be great to have the ability to upload pictures in deals. Right now you have to either upload them in a proposal or in the contact. We regularly have people who are leads send us the “before” photos of their project. This is before we have an appointment with them or sometimes even talk to them. There is not a good way to have these photos easily uploaded or accessible in Drip Jobs. Thank you for your consideration.
An Anonymous User 8 months ago
💡 Feature Requests
Ability to Upload Pictures in Deals
It would be great to have the ability to upload pictures in deals. Right now you have to either upload them in a proposal or in the contact. We regularly have people who are leads send us the “before” photos of their project. This is before we have an appointment with them or sometimes even talk to them. There is not a good way to have these photos easily uploaded or accessible in Drip Jobs. Thank you for your consideration.
An Anonymous User 8 months ago
💡 Feature Requests
Date format
In my area, date format is dd/mm/yy. The problem is your default format is mm/dd/yy wich causes confusion for my customers when they receive estimate confirmation. Also weird when tracking history of messages or transaction. I would like to have the option to change the format. Even just having it “May 10 2025” would be better
An Anonymous User 8 months ago
💡 Feature Requests
Date format
In my area, date format is dd/mm/yy. The problem is your default format is mm/dd/yy wich causes confusion for my customers when they receive estimate confirmation. Also weird when tracking history of messages or transaction. I would like to have the option to change the format. Even just having it “May 10 2025” would be better
An Anonymous User 8 months ago
💡 Feature Requests
Text receipts
Why is this not a thing? Every other aspect of the process is texted, proposal, invoice, why not receipts? Make it happen
An Anonymous User 8 months ago
💡 Feature Requests
Text receipts
Why is this not a thing? Every other aspect of the process is texted, proposal, invoice, why not receipts? Make it happen
An Anonymous User 8 months ago
💡 Feature Requests
Suggestions
I have two suggestions: I’m attaching two screen shots to have the ability to text a clientele that you’re on your way to meet with them and it gives you the ability to select from times. Great communication tool for clients. Another suggestion is a dark screen mode. When I’m on the DripJobs system it’s this big bright white screen. Is there a way currently to set the background to a dark mode or can we implement this feature? Thank you for your consideration. Steve Belvin Floor Warriors
An Anonymous User 8 months ago
💡 Feature Requests
Suggestions
I have two suggestions: I’m attaching two screen shots to have the ability to text a clientele that you’re on your way to meet with them and it gives you the ability to select from times. Great communication tool for clients. Another suggestion is a dark screen mode. When I’m on the DripJobs system it’s this big bright white screen. Is there a way currently to set the background to a dark mode or can we implement this feature? Thank you for your consideration. Steve Belvin Floor Warriors
An Anonymous User 8 months ago
💡 Feature Requests
Revolving clients (apartment management/turns)
Would be awesome to have a feature to allow for revolving clients (that do not need a proposal or accept one) to be able to be added to your job schedule. We work do a lot of apartment turns and the clients already have the pricing information, but I need to be able to schedule those as well. I am currently scheduling as “appointments” through Google calendar, but I have to go to two different locations (job calendar and appointment calendar) to be able to get an idea of the actual work load. It’d be an excellent feature for those of us that do apartment/commercial repaints for turns as well as home owner type work.
An Anonymous User 8 months ago
💡 Feature Requests
Revolving clients (apartment management/turns)
Would be awesome to have a feature to allow for revolving clients (that do not need a proposal or accept one) to be able to be added to your job schedule. We work do a lot of apartment turns and the clients already have the pricing information, but I need to be able to schedule those as well. I am currently scheduling as “appointments” through Google calendar, but I have to go to two different locations (job calendar and appointment calendar) to be able to get an idea of the actual work load. It’d be an excellent feature for those of us that do apartment/commercial repaints for turns as well as home owner type work.
An Anonymous User 8 months ago
💡 Feature Requests
We love the scheduling tool for the Sales & Management teams! We'd love it even more if it had the capability to incorporate production scheduling for the crews. Having the ability for each job lead to manage their own schedule (that's handed down from management) and each crew member having the ability to view theirs and their team's schedule would be amazing!
An Anonymous User 8 months ago
💡 Feature Requests
We love the scheduling tool for the Sales & Management teams! We'd love it even more if it had the capability to incorporate production scheduling for the crews. Having the ability for each job lead to manage their own schedule (that's handed down from management) and each crew member having the ability to view theirs and their team's schedule would be amazing!
An Anonymous User 8 months ago
💡 Feature Requests
Color Chart ability after proposal is signed
Could a color chart option be added to allow and implement after a proposal is signed. We do not get colors until after proposals are signed.
An Anonymous User 8 months ago
💡 Feature Requests
Color Chart ability after proposal is signed
Could a color chart option be added to allow and implement after a proposal is signed. We do not get colors until after proposals are signed.
An Anonymous User 8 months ago
💡 Feature Requests
Scheduling option for email blasts
Would like to be able to schedule an email blast to be sent on a specified date and time.
An Anonymous User 8 months ago
💡 Feature Requests
Scheduling option for email blasts
Would like to be able to schedule an email blast to be sent on a specified date and time.
An Anonymous User 8 months ago
💡 Feature Requests
Support Staff access to booking form requests
I just found out the only way to have my support staff see the booking form requests coming in is to give them administrator rights. That is a HUGE issue for me and I can see a big mess happening when someone decides to go into settings or templates and mess around. There needs to a user setting for support staff added asap. Thank you!
An Anonymous User 8 months ago
💡 Feature Requests
Support Staff access to booking form requests
I just found out the only way to have my support staff see the booking form requests coming in is to give them administrator rights. That is a HUGE issue for me and I can see a big mess happening when someone decides to go into settings or templates and mess around. There needs to a user setting for support staff added asap. Thank you!
An Anonymous User 8 months ago
💡 Feature Requests
Job Costing should allow spreadsheet downloads
for data input in personal spread sheets we should be able to download job costing metric. This would minimize data input time drastically
An Anonymous User 8 months ago
💡 Feature Requests
Job Costing should allow spreadsheet downloads
for data input in personal spread sheets we should be able to download job costing metric. This would minimize data input time drastically
An Anonymous User 8 months ago
💡 Feature Requests
Being able to upload materials info and cost from home depot and lowes.
we deal with multiple products and materials being able to upload materials cost for our clients to see would be ideal. it makes the sale easier for them to understand and for us to separate materials cost and labor
An Anonymous User 8 months ago
💡 Feature Requests
Being able to upload materials info and cost from home depot and lowes.
we deal with multiple products and materials being able to upload materials cost for our clients to see would be ideal. it makes the sale easier for them to understand and for us to separate materials cost and labor
An Anonymous User 8 months ago
💡 Feature Requests
Default Deposit Setting
All of our proposals, no matter what is being sold, require a 50% deposit to move forward. It would be nice to have a simple default deposit setting encompassing all company proposals without having to either remember every time to add it, or build out a ton of proposal templates to sift through with each individual service.
An Anonymous User 8 months ago
💡 Feature Requests
Default Deposit Setting
All of our proposals, no matter what is being sold, require a 50% deposit to move forward. It would be nice to have a simple default deposit setting encompassing all company proposals without having to either remember every time to add it, or build out a ton of proposal templates to sift through with each individual service.
An Anonymous User 8 months ago
💡 Feature Requests