New Zapier Update!!! 🤩

• Have types of leads that need customized Drips? You’re no longer limited to Zapping these leads into Cold Leads — you can create custom stages and Zap into them now!

• You can even add targeted Drips to bolster your automated communication even more for specific leads! 😮

• See this article for the steps to take.

Drips Reimagined 🤩

• The entire Drips page has been revamped - and it’s not only for aesthetics! It is much easier now to customize as you please. See this article for an overview.

Add Custom Deal Stages 😮

• That’s right, along with the new Drips revamp, you now have the ability to add your own Deal Stages into your Pipeline. No more throwing pennies in the wishing well at the Helpdesk! 🪙

• Here is an article with the step-by-step.

Keywords in Terms & Conditions

• You can now take your Terms & Conditions one step further by including your company information, and your customers’ names. Go to Company Settings → Templates to check it out!

Added Job Total and Crew Name to the Job Schedule

• You can now have this information at first glance, saving you button clicks and time! 🕗

New Contacts Import

• There is now a template available when importing Contacts so you know the exact information we need for an import. Check out the instructions here.

Filter Contacts by Lead Source

You can now easily find your Contacts that are attributed to specific Lead Sources. See more in this article.

Appointment & Job Dates on Deal Cards

Wondering when appointments and jobs are scheduled? No more clicking back and forth from your pipelines to your calendars. Dates are now shown directly on Deal Cards!

Connect Appointments Calendar to Outlook

Want to connect your DJ Appointments Calendar to your Outlook? Well, with Zapier, it's possible! See our walkthrough in this article.

Note: This is a one-way integration -- information in your Outlook calendar is not able to be transferred to your Appointments Calendar currently.

Stripe Connect 💵

You can now sign up for Stripe in your Company Settings dashboard within DripJobs! Signing up through Stripe Connect can help prevent issues like limited and cancelled accounts, and is made to ease the sign up process as a whole so you can begin accepting payments within DripJobs as quickly as possible.

See the sign up process and more details here.

Adding Job Notes in Job Costing 📝

If you have additional notes you would like to attach to a Job Costing record, there is now a Job Notes section you can take advantage of! This can be used to denote answers to questions like:

• Why were you over or under on materials?

• Why were you over or under on labor?

• Why does the profit margin differ from other similar jobs?

See where to leave those notes in this article.

Job Costing is Here! 🤑

Utilize Job Costing to identify & track project profitability for your home-service projects.

• Add Employees & Subcontractors

• Input Project Labor Cost

• Add Materials & Miscellaneous Costs

• Delegate Job Costing User Role

• Integration with Quickbooks Time

Once added, we have video tutorials available! We also have a database of articles to help you navigate the add-on. Happy Costing!

Added Options when Sending a Proposal

• You can now choose the Drip Sequence you would prefer a customer get before sending the Proposal out.

• Working at 11pm? No problem - schedule your Proposal to be sent the next morning!

Appointment and Job Reminders 🤩

• You can now alert customers weeks, days, or hours before their scheduled appointments.

• See this article for more details.