Find Contractor that was Assigned to Past Jobs

When a contractor is assigned to a job, it would be great if you have to go back and look up that job if it would still show what contractor was assigned to that job. Right now you would have to manually go back to that job on the Jobs Schedule to find that information.

An Anonymous User 2 days ago

💡 Feature Requests

Scheduling Pressure Washing

We need the ability to schedule pressure washing as a separate part of scheduling an exterior job. Right now, we schedule PW on our job schedule calendar by first scheduling the job for the start date of the actual painting so the client gets those drips first. Then, we go back into the deal card and schedule the day for pressure washing (usually about a week before the project start date) and have to manually send a text and email. This means we can’t utilize the job start reminders because DJ treats their pressure washing start day the same as the start of the actual job. If we just put the PW on as a special appointment type on the job schedule, it communicates with the client as if it’s just an appointment set for a specific time. It also isn’t attached to that particular job. It would be really helpful to be able to elect the job as an exterior project and along with that, the need for scheduling pressure washing.

Sarah Herzberg 2 days ago

💡 Feature Requests

Commercial / Residential Customer Accounts

It would be helpful to make commercial and residential customer accounts different. This would help for integration with QB as well. We have several residential clients who have had us do work for them personally and also for their business. To my knowledge, DJ has no way of separating them as two different customer accounts.

Sarah Herzberg 2 days ago

💡 Feature Requests

Create a Job or Service Call without having to make a proposal

Ability to create a service call or a job without having to make a proposal and accept it just so it can land in the Jobs Pipeline. Service calls should be able to be tracked on the Dashboard for the man hours and keeping track of time and material.

Ricky Rodriguez 5 days ago

💡 Feature Requests

Timer on Proposals

We strive to get estimates out in 24hrs. & sometimes they go unnoticed if they fall to the bottom of the pipeline. Theres no feature to see how long they’ve been waiting. Especially when their estimator promised them “24hrs.” .. also to be able to see WHEN the Proposal was sent at a glance on the Proposals tab or even inside the proposal

Jessica Valenzuela 7 days ago

💡 Feature Requests

Seeing Estimator assigned to what Invoice when searching invoices

I’d love to be able to search invoices and at a glance see what estimator is assigned to that job. Vs having to open the invoice and then having to click back to Invoices and starting over each time when applying pmts. -Seeing when invoices have gone out INSIDE the invoice. Right now I have to leave the invoice and go into “activity” feed.

Jessica Valenzuela 7 days ago

💡 Feature Requests

Change Invoice numbers or memo feature

It would be nice to be able to add a memo feature to invoices. When billing a property mgr who owns 100’s of apartments, I have to click through each one to see which apartment I listed for that invoice. Similarly, It would be nice to be able to adjust my own invoice numbers

An Anonymous User 11 days ago

1

💡 Feature Requests

Thumbnail for Substrates

thinking that having a thumbnail picture next to the substrate would be really nice for all the one off things like floating shelves or 6 panel doors vs smooth doors , etc.

Ben Nading 13 days ago

💡 Feature Requests

Attachments in Messenger

Ability to load pictures or short video clips in the attachments without an error message.

Anthony Bartimioli 14 days ago

💡 Feature Requests

Integration of customer accepting estimate booking time

I would like there to be a feature when someone fills out the booking form with there requested day when I confirm a date to send to them I think it would be a great idea for them to have a confirm or deny button before the appointment goes onto the google calendar. Things happen fast in life and there day could not be available anymore, as-well as I have a team of door knockers I don’t speak to the clients myself. When i send the quote on site estimate the email could get lost if they have a messy inbox or whatever reason it is I would really not like to show up at someones door that doesn’t know or didn’t notice the booking time. So i think that adding accept or deny feature would be a great help for myself or anyone else experiencing the same thing.

Tyler Ripani 14 days ago

💡 Feature Requests

Show which estimator a deal is assigned to on the Deal Card

It could go where it is showing the initials for the customer. I don’t know the value of seeing a customers initials in the bottom right corner, but showing the estimator/salesman its assigned too would help sorting at a glance.

Josh Fuhst 14 days ago

💡 Feature Requests

Job Costing - Search Function

We have 4-5 jobs a day and it would be helpful if we could do a search by day of job install regardless if the job costing is active or completed. We would like to run it by install week. This would be great for seeing how we did in the week and also making it easy to verify if all job costing has been completed in the week, rather than search through the list.

Lawrence Portnoy 20 days ago

💡 Feature Requests

Arrival windows for estimates and jobs

Create a setting in DripJobs for arrival windows , Your estimator is scheduled to arrive between 9am-10am instead of an exact set time. Or on project scheduling , Your crew is scheduled to arrive between 9am-10am

An Anonymous User 21 days ago

💡 Feature Requests

Multiple Work Orders for Single Proposal

The ability for contractors to have multiple work orders on one proposal. The ability to edit each and send individually to different crews.

Eli Roark 22 days ago

💡 Feature Requests

Order Materials From Proposal

The ability for contractors to order materials for a job directly from an accepted proposal.

Eli Roark 22 days ago

💡 Feature Requests

Items CSV Import

Ability to import external Products/Services via a .csv file.

Beau Sisemore 26 days ago

💡 Feature Requests

Sales Statistics

It would be incredibly beneficial if I could see the sales stats of each employee. How many jobs actually ran and how many of those jobs closed. If deposits have been paid, etc. As of right now, there is no way for me to manage each person’s pipeline without doing a lot of manual labor. It also makes it harder to scale outside of our current market without taking on another large task.

Michael Mead 26 days ago

💡 Feature Requests

Job Costing - Subcontractors / Budget

The job costing feature is almost perfect. The one thing I would add is when we are using sub-contractors. Once I assign a budget to them it includes the materials cost. If it subtracts materials from the original budget every time materials were added it would make margin accuracy up to date. It would also allow us to pay the Sub’s faster.

Michael Mead 26 days ago

💡 Feature Requests

Sync with Quickbooks Time Calendar / Teams

I’m sure this one has been posted before but I’ll say it again. It would be awesome if the schedule I set in Drip Jobs would sync with Quickbooks Time. Because otherwise I’m essentially setting the schedule twice. On a related topic the way Teams are set up in Drip Jobs is a pain because I have to set up every combination of my guys. Rather than like it is in Quickbooks Time where I can set up any guys on any job. I have 8 guys so the combinations they can be set up in is enormous and it has to be done manually. What would take this all from great to awesome would be if I could set the schedule in Drip Jobs with any combination of guys I need on any given job and then it would sync with QBT thus saving me from doubling down on all this.

Jason Kenowski 27 days ago

💡 Feature Requests

Company Cam/Photos

Not have new photos that were taken on company cam after proposal was sent showing up on customer’s proposal.

An Anonymous User 28 days ago

📝 Proposals / Invoices