Planned
Add Multiple Review Links Option
We would like the ability to add multiple review URLs within DripJobs automations (email + SMS). This would allow us to: Rotate review links between multiple locations Include additional platforms such as BBB alongside Google Helps improve flexibility in review requests and ensures customers are directed to the most relevant review page. Available across all drip sequences (templates, drips, and reminders)

Miranda Volanti 4 months ago
π‘ Feature Requests
Planned
Add Multiple Review Links Option
We would like the ability to add multiple review URLs within DripJobs automations (email + SMS). This would allow us to: Rotate review links between multiple locations Include additional platforms such as BBB alongside Google Helps improve flexibility in review requests and ensures customers are directed to the most relevant review page. Available across all drip sequences (templates, drips, and reminders)

Miranda Volanti 4 months ago
π‘ Feature Requests
Completed
Add First Name Dynamic Keywords
We would like to request the addition of two new dynamic keywords across all drip sequences (templates, drips, and reminders): {salesperson-first-name} {user-first-name} (account/user sending the message) This will help create a more natural, conversational messaging (e.g., βHi John, this is Mikeβ¦β instead of full-name formatting)

An Anonymous User 4 months ago
π‘ Feature Requests
Completed
Add First Name Dynamic Keywords
We would like to request the addition of two new dynamic keywords across all drip sequences (templates, drips, and reminders): {salesperson-first-name} {user-first-name} (account/user sending the message) This will help create a more natural, conversational messaging (e.g., βHi John, this is Mikeβ¦β instead of full-name formatting)

An Anonymous User 4 months ago
π‘ Feature Requests
Planned for V2
Produced Work vs Invoiced Work
When looking at the metric page, the βSalesβ number is based on income. Be that change order excepted on an active project, someone paying a bill or selling a job. I would like to have a dashboard to know what was the produced income in a given time period for our production teams to ensure they are hitting their weekly KPIβs and on track for their weekly/monthly goals. Also another number that shows actual sales for the time period - this should have nothing to do with income per seβ as its not produced work. Very hard to differentiate the 2 variances without using another software/spreadsheet.

Philip Carter 4 months ago
π‘ Feature Requests
Planned for V2
Produced Work vs Invoiced Work
When looking at the metric page, the βSalesβ number is based on income. Be that change order excepted on an active project, someone paying a bill or selling a job. I would like to have a dashboard to know what was the produced income in a given time period for our production teams to ensure they are hitting their weekly KPIβs and on track for their weekly/monthly goals. Also another number that shows actual sales for the time period - this should have nothing to do with income per seβ as its not produced work. Very hard to differentiate the 2 variances without using another software/spreadsheet.

Philip Carter 4 months ago
π‘ Feature Requests
On Hold
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
π‘ Feature Requests
On Hold
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
π‘ 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
π‘ 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
π‘ Feature Requests
Planned for V2
Version Control (Proposals/ Invoices)
Consider other access points: Proposal Templates Manual Invoices Custom Sections

Jeremy harrison 4 months ago
π‘ Feature Requests
Planned for V2
Version Control (Proposals/ Invoices)
Consider other access points: Proposal Templates Manual Invoices Custom Sections

Jeremy harrison 4 months ago
π‘ 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
π‘ 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
π‘ Feature Requests
Rejected
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 about 1 year ago
π‘ Feature Requests
Rejected
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 about 1 year ago
π‘ 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 softwareβ¦ And thatβs 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
π‘ 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 softwareβ¦ And thatβs 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
π‘ Feature Requests
Planned
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 about 1 year ago
π‘ Feature Requests
Planned
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 about 1 year ago
π‘ Feature Requests
On Hold
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 about 1 year ago
π‘ Feature Requests
On Hold
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 about 1 year ago
π‘ Feature Requests
Rejected
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 about 1 year ago
π‘ Feature Requests
Rejected
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 about 1 year ago
π‘ 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 βMay 10 2025β would be better

An Anonymous User about 1 year ago
π‘ 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 βMay 10 2025β would be better

An Anonymous User about 1 year ago
π‘ 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 about 1 year ago
π‘ 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 about 1 year ago
π‘ Feature Requests
Rejected
Suggestions
I have two suggestions: Iβm attaching two screen shots to have the ability to text a clientele that youβre 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 Iβm on the DripJobs system itβs 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 about 1 year ago
π‘ Feature Requests
Rejected
Suggestions
I have two suggestions: Iβm attaching two screen shots to have the ability to text a clientele that youβre 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 Iβm on the DripJobs system itβs 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 about 1 year ago
π‘ Feature Requests
Planned for V2
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 about 1 year ago
π‘ Feature Requests
Planned for V2
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 about 1 year ago
π‘ 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 about 1 year ago
π‘ 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 about 1 year ago
π‘ 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 about 1 year ago
π‘ 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 about 1 year ago
π‘ Feature Requests
Planned
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 about 1 year ago
π‘ Feature Requests
Planned
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 about 1 year ago
π‘ Feature Requests