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Tasks β€” Improvements & Enhancements

We're collecting all feedback related to the Tasks feature in one place. If you have a request, improvement idea, or workflow frustration tied to Tasks, please comment below or upvote this post. Examples of what we're tracking: Task creation and assignment improvements Due date and reminder behavior Task visibility across Jobs, Leads, and Contacts Filtering, sorting, and list management Notifications tied to tasks Mobile experience for task management Any other Tasks-related workflow gaps Your feedback helps us prioritize what gets built. Drop your use case in the comments so we understand the full picture. Internal Tags (for your reference): tasks daily-operations workflow placeholder

Jeremy harrison 4 months ago

26

πŸ’‘ Feature Requests

Planned for V2

V2 Notifications System Overhaul

V1 Notification Settings is a flat, company-level toggle list (New Appointment, Proposal Accepted, Proposal Rejected, Proposal Viewed, Invoice Viewed, Invoice Sent, Chat Message Received) with no channel selection, no per-user preferences, no in-app notification center, and no delivery history. Enhancement Ticket β€” V2 Notifications System Overhaul Ticket Type: Enhancement Target Version: V2 Status: Placeholder β€” Pending Discovery & Scoping Priority: TBD Area: Notifications / Settings / User Experience Summary The current V1 notifications system is a flat list of on/off toggles scoped to the company account level. It provides no delivery channel selection, no per-user preference control, no in-app notification inbox, and no notification history. This ticket captures the full scope of known V1 gaps, FeatureBase user requests, and PM roadmap items that should be addressed in the V2 notifications overhaul. This is a placeholder intended to anchor discovery, scope definition, and design decisions before active development begins. User Story As a DripJobs user (owner, admin, or team member), I want a notifications system that gives me meaningful, timely, and personalized alerts about the events that matter to my role, delivered through the channels I prefer, so that I never miss a critical business moment and am not overwhelmed by irrelevant noise. Business Rules (Functional Requirements) 1. Notification Categories & Event Coverage The V2 system must support notifications across all major workflow areas. At minimum, the following event categories must be represented: Proposals & Estimates Proposal sent to customer Proposal viewed by customer Proposal accepted Proposal rejected / declined Proposal expired (if expiration logic exists in V2) Counter-signature completed Appointments & Scheduling New appointment created Appointment confirmed by customer Appointment rescheduled Appointment cancelled Appointment reminder (pre-appointment) Jobs & Work Orders Job created from accepted proposal Work order sent Work order viewed Job status changed Job marked complete Invoices & Payments Invoice sent to customer Invoice viewed by customer Invoice paid Invoice overdue (if applicable) Deposit received Payment failed or declined Communications New chat message received (DJ Chat / in-app messaging) New inbound SMS received (if Text Messaging add-on is active) New inbound email reply received Leads & Pipeline New lead created (manual or via integration) Lead assigned to a team member Deal stage changed Deal archived or lost Team & Internal Task assigned to a user Task completed Mention or tag (if V2 introduces @mentions) New team member added to account Automations (Drips) Drip sequence enrolled Drip step failed to send Drip sequence completed 2. Delivery Channels The system must support multiple notification

Jeremy harrison 4 months ago

13

πŸ’‘ Feature Requests

Planned

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 12 months ago

πŸ’‘ Feature Requests

Planned for V2

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 about 1 year ago

3

πŸ’‘ Feature Requests