July was a big month for control and automation. You can now shape your proposals exactly how you want, offer more financing options, and let Zapier handle more of the busywork. Here's everything that shipped.
📋 Proposals
1. Full Control Over Proposal Section Order
Drag and drop any section into place. Build proposals in whatever order tells the best story for the job.
What's new:
✅ Drag-and-drop reordering, no more move buttons
✅ Full position control over every eligible section
✅ Rearrange to match how you want to present the job
Why it matters: Every job is different, so now your proposal layout can match the story you're telling instead of a fixed template.
Action required: None!
2. Set Tax Rates Right in the Builder
Enter and adjust tax rates directly in the proposal builder and templates. No more jumping to settings.
What's new:
✅ Inline tax rate entry in the proposal builder
✅ Works in proposal templates too
✅ No detour to Settings required
Why it matters: One less place to click means faster, more accurate proposals.
Action required: None!
3. Your Records Now Freeze at the Moment of Signature
The instant a customer signs, DripJobs saves an exact PDF snapshot of what they agreed to.
What's new:
✅ Automatic snapshot saved at signing
✅ Records reflect exactly what was signed
✅ Nothing shifts after the fact
Why it matters: No more wondering if what you're looking at matches what the customer actually agreed to.
Action required: None!
4. Capture the Real Reason a Proposal Gets Rejected
Rejection reasons now include an expanded dropdown plus an "Other" option with a feedback field.
What's new:
✅ Expanded list of rejection reasons
✅ "Other" option with open feedback field
✅ Better visibility into why deals are lost
Why it matters: Knowing why a proposal gets rejected helps you close more of the next ones.
Action required: None!
📅 Pipeline & Scheduling
1. Clean Up Your Appointment Calendar
Select any appointment requests you don't need and archive them straight from the calendar.
What's new:
✅ Select one or multiple appointment requests
✅ Archive them in a click
✅ Keeps your calendar view focused on what's active
Why it matters: A cluttered calendar full of old or irrelevant requests makes it harder to see what actually needs your attention.
Action required: None!
💰 Financing
1. Acorn Financing Now Open to DripJobs Pro
DripJobs Pro plan users can now access Acorn Finance to offer customers financing options.
What's new: ✅ Acorn Finance available on the Pro plan ✅ Offer customers financing to help close bigger jobs
Why it matters: Financing options can turn a "maybe later" into a signed deal.
Action required: None! Available now if you're on DripJobs Pro.
2. Acorn Financing Live in Massachusetts
Acorn Finance is now available for Massachusetts based tenants.
What's new:
✅ Now live for Massachusetts accounts
✅ $6,700 minimum loan requirement applies
Why it matters: More of your customers can now spread out payment on bigger jobs.
Action required: None!
📊 Reporting
1. Click Straight Into Your Metrics
Numbers in the Metric Breakdown slide out now link directly to filtered detail reports.
What's new:
✅ Clickable Metric Breakdown counts
✅ Links to detail reports matching your current filters
Why it matters: Go from a top line number to the exact records behind it in one click.
Action required: None!
🤖 Automation
1. New Dynamic Keywords for Personalized Messaging
Added {salesperson-first-name} and {user-first-name} keywords for drips, reminders, and templates.
What's new:
✅ {salesperson-first-name} keyword
✅ {user-first-name} keyword
✅ Usable in drips, reminders, and message templates
Why it matters: More personal feeling messages, without any extra typing per customer.
Action required: None! Drop the new keywords into any message where you'd like them.
2. Send Job Costing Data to Any App
A new Zapier trigger fires your complete job costing payload out to any connected app.
What's new:
✅ New Zapier trigger for job costing data
✅ Pipe numbers into spreadsheets, dashboards, or accounting tools
Why it matters: Your job costing numbers can now flow automatically wherever you need to see them.
Action required: Set up the trigger in Zapier if you'd like to use it.
3. Move Deals Automatically with Zapier
A new Zapier action moves a deal to the stage you choose.
What's new:
✅ New Zapier action to move deals between stages
✅ Automate pipeline movement instead of dragging cards
Why it matters: Let your automations manage routine pipeline moves so you don't have to.
Action required: Set up the action in Zapier if you'd like to use it.
4. Always Automate on the Latest Deal
A new Zapier action pulls a contact's most recent deal.
What's new:
✅ New Zapier action for "most recent deal"
✅ Ensures automations act on the latest job, not an old one
Why it matters: Keeps your automations accurate as contacts move through multiple jobs over time.
Action required: Set up the action in Zapier if you'd like to use it.
5. New Zapier Trigger: Invoice Created
A new trigger fires whenever an invoice is created in DripJobs.
What's new:
✅ New Zapier trigger for invoice creation
✅ Pipe invoices into accounting tools, spreadsheets, or dashboards
Why it matters: Keep your books and reports in sync the moment an invoice goes out.
Action required: Set up the trigger in Zapier if you'd like to use it.
6. New Zapier Trigger: Incoming Text Message
Kick off automations the instant a customer texts you.
What's new:
✅ New Zapier trigger for incoming texts
✅ Route messages, log them, or alert your team automatically
Why it matters: Never miss a beat when a customer reaches out by text.
Action required: Set up the trigger in Zapier if you'd like to use it.
7. New Zapier Trigger: Proposal Rejected
A new trigger fires the moment a customer rejects a proposal.
What's new:
✅ New Zapier trigger for proposal rejections
✅ Alert your team, log the loss, or kick off a follow-up automation
Why it matters: You can respond to a lost deal right away instead of finding out about it later.
Action required: Set up the trigger in Zapier if you'd like to use it.
8. New Zapier Trigger: Payment Received
A new trigger fires whenever a payment comes in.
What's new:
✅ New Zapier trigger for received payments
✅ Sync payments to your accounting tools or dashboards automatically
Why it matters: Keep your financial records up to date the moment money hits your account.
Action required: Set up the trigger in Zapier if you'd like to use it.
💬 Communication
1. Know Who's Opted Out, Everywhere
Drip & reminder opt out status now appears across the Contact Record, Command Center, Deal Card, and Job Card.
What's new:
✅ Opt out status visible in 4 key places
✅ Always visible before you hit send
Why it matters: One less way to accidentally message someone who's opted out.
Action required: None!
2. Loop Your Admins In When a Proposal Is Accepted
CC all account administrators on Proposal Accepted notifications.
What's new:
✅ CC admins automatically on Proposal Accepted alerts
✅ Whole leadership team knows the moment a customer signs
Why it matters: Big wins shouldn't sit in one inbox. Now your whole team can celebrate (and act) in real time.
Action required: None!
👥 Team & Account
1. Add Your Tax Registration Number to Invoices
A new field in Company Settings displays your tax registration number on invoices.
What's new:
✅ New Tax Registration Number field
✅ Displays automatically on invoices
Why it matters: Handy for regions that require a registration number to appear on billing documents.
Action required: Add your number in Company Settings if you'd like it to appear.
2. Hide Labor Hours on Work Orders
A new independent toggle in Production Rates settings lets you hide labor hours on work orders.
What's new:
✅ New toggle to hide hours on work orders
✅ Show your crew the scope without exposing time estimates
Why it matters: Keep your labor estimates private while still giving your crew a clear scope of work.
Action required: Turn on the toggle in Production Rates settings if you'd like to hide hours.
Questions about anything above? Reach out to our support team, we love hearing how these updates land in the field.
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