March 6th, 2026
Hey DripJobs Community,
February brought some exciting new capabilities to help you close more deals and work more efficiently. We focused on giving your customers better visibility, making your integrations smarter, and adding flexibility where you need it most. Check out what's new! ๐
๐จ Complete Customer View Redesign
Brand New Proposal Customer View
We completely redesigned the proposal customer view with a modern, professional look that helps you close more deals.
What's new: The entire customer-facing proposal experience has been refreshed with a cleaner, more polished design that makes your proposals stand out and builds trust at every step.
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Modern, clean design that looks premium
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Professional presentation that reflects well on your brand
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Better visual hierarchy guides customers through your proposal
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Mobile-optimized for perfect viewing on any device
Why it matters: First impressions matter. When a customer opens your proposal, they should immediately see a professional, trustworthy business. This new design does exactly thatโturning proposals into powerful closing tools.
๐ธ Proposal Hero Image
Add a stunning hero image to the top of your proposals to make an immediate visual impact.
What's new: You can now set a custom hero image that appears at the top of your customer-facing proposals, setting the tone and showcasing your brand or work right from the start.
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Grab attention immediately with visual appeal
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Showcase your best work or brand identity
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Create a memorable first impression
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Professional presentation that builds credibility
Why it matters: Proposals with strong visuals get more engagement. A hero image transforms your proposal from a document into an experience that customers remember.
Action required: Upload your hero image in Customer Portal settings to start using this feature!
๐ก๏ธ Proposal Trust Builders
Build credibility instantly with trust indicators displayed prominently on your proposals.
What's new: Add up to 3 trust builders (like years in business, projects completed, certifications, awards, or guarantees) that appear on your proposals to establish credibility before customers even read the details.
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Establish credibility immediately
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Differentiate yourself from competitors
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Address common buyer concerns proactively
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Professional presentation of your credentials
Why it matters: Trust is the foundation of every sale. Customers want to know they're working with an established, credible business. Trust builders give them that confidence at the exact moment they're evaluating your proposal.
Action required: Complete all 3 trust builders in your settings for them to appear on proposals. Go to Customer Portal settings to set them up!
โญ Proposal Social Proof Banner
Showcase your reputation with a dedicated social proof banner featuring your reviews and ratings.
What's new: Display your star rating, review count, and a featured customer testimonial in a prominent banner on your proposals. This social proof appears right where customers are making their decision.
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Leverage your reputation to close more deals
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Build trust with real customer testimonials
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Stand out with visible proof of quality work
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Reduce buyer hesitation with social validation
Why it matters: 95% of customers read reviews before making a purchase decision. Having your social proof front and center on proposals dramatically increases conversion rates by showing prospects that others trust you.
Action required: Fill out all 3 social proof fields (star rating, review count, testimonial) in your settings for the banner to appear on proposals!
๐ฆ Package Area Details Are Now Expandable
Customers can now tap any area inside a package to see the full scope โ surfaces, items included, and notes โ in a clean detail popup.
What's new: Previously, package area rows were static with no way to view details. Now customers can explore exactly what's included in each area without calling you.
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Customers see exactly what they're getting
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Fewer follow-up questions during proposal review
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Faster closes with more confident buyers
Why it matters: Transparency builds trust. When customers can explore what's included without calling you, they're more likely to move forward quickly with confidence in what they're buying.
Action required: None! Live for all proposals using package pricing.
๐ Integrations
๐ QUO Integration - Centralized Call Tracking
Keep all your customer communications in one place with our new QUO integration.
What's new: The QUO integration automatically syncs all your customer calls and transcripts directly into DripJobs, giving you a complete communication history without switching between platforms.
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All customer calls recorded and stored in DripJobs
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Full call transcripts for easy reference
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Complete communication history in one place
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Better context for every customer interaction
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No more switching between systems to find call records
Why it matters: When you're following up with a customer or handling a service issue, having instant access to past call history and transcripts is invaluable. This integration ensures nothing falls through the cracks and your entire team has the context they need.
Action required: Connect QUO in Settings โ Integrations to start syncing your calls!
๐ Training Opportunities
Want to get the most out of DripJobs? Our team offers refresher sessions to help you master the platform. Whether you need a general overview or want to dive deep into specific features, we've got you covered!
๐ General Refreshers โ Perfect for brushing up on DripJobs fundamentals or getting new team members up to speed: Schedule Here
๐ Expert Deep Dives โ Advanced sessions on specialized topics:
Zapier Setup โ Automate your workflows
Production Rates โ Master accurate estimating
Job Costing โ Track profitability like a pro
๐ Helpful Resources
๐ Need help with a specific topic? Check out our Help Center!
๐ Questions about these updates? Reply to this email and we'll get you sorted.
That's a wrap for February! We're especially excited about the new proposal customer view โ it's a game-changer for closing deals. March is already packed with improvements, so stay tuned! โ๏ธ
โ The DripJobs Team
February 5th, 2026
Hey DripJobs Community,
Happy New Year! We kicked off 2026 by tightening up your workflows, improving reliability across proposals and pipelines, and making the mobile experience smoother than ever. This month was all about polishโfixing the details that make your day-to-day easier and more predictable. Let's dive in! ๐
๐ Proposals, Packages & Pricing
Smarter Package-Based Proposals
We introduced the first version of packaged pricing so you can present clear, option-based proposals with package-level pricing.
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Present multiple options in one proposal
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Clearer customer portal experience when selecting packages
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Helps homeowners compare and choose what fits their budget
Why it matters: Package-style proposals reduce confusion, minimize back-and-forth, and speed up approvals by making it crystal clear what's included in each option.
Action required: None! If you want to start using packages, just create or update your proposal templates to include packages and share them as usual.
Proposal Templates Just Got Better
New template features:
Set a default proposal template so new proposals start from your go-to layout
Improved navigationโProposal Templates now clearly under Proposals menu
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Faster access to your templates
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Consistent, professional proposals every time
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Better mobile experience
Action required: Set your default proposal template in settings so new proposals start from your preferred layout!
Action required: None!
๐จ Work Orders
Multi-Recipient Work Order Delivery
Big improvement here! You can now send Work Orders via email and SMS to multiple employees and/or subcontractors at once.
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Keep entire crew alignedโleaders, helpers, and subs
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No more manual forwarding
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Everyone gets the info they need
Why it matters: Communication is everything on job day. This makes it effortless to keep everyone in sync.
Action required: None! When sending a Work Order, just select all relevant recipients from the updated interface.
๐ฑ Mobile App Improvements
Faster, Smoother, Better-Looking Mobile Experience
We gave the mobile app a major polish! We've updated the appearance and navigation to make the app much faster and easier to use.
What's new:
Completely refreshed UI - Cleaner, more modern look throughout the app
Lightning-fast navigation - Move between screens quickly without lag
Better layout on customer info and contacts screens
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Dramatically faster and more intuitive navigation
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Modern, polished appearance that looks professional
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Work from your phone or tablet without missing features
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No need to "go back to the office" to fix details
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Consistent experience across devices
Why it matters: We know you're constantly on the move. The app should keep up with you, not slow you down. These appearance and performance improvements mean your team can be just as productive in the field as they are at their deskโmaybe even more so!
Action required: Make sure your team is on the latest version of the DripJobs mobile app to experience the speed boost!
๐ Integrations
Zapier Enhancements
New Zapier improvements:
Optional Deal Name mapping field when creating deals via Zapier
Enhanced "Create On Site Estimate" actionโbetter handling of existing deals
Moves deals to correct "Estimate Scheduled" stage automatically
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More control over automated lead creation
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Better data hygiene
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Smarter scheduling automation
Action required: If you use Zapier with DripJobs, review your Zaps and consider mapping the new Deal Name field or updating onsite-estimate automations.
๐ค Jobi AI Experience
Polished Jobi AI In-App Experience
We improved the Jobi AI experience in the Deal Command Center:
Better upsell view for non-subscribers
Clearer helper text showing how Jobi AI uses your notes
Improved end-to-end subscription flow
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Understand the value of Jobi AI more clearly
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Get more out of your subscription with better context
Action required: None! If you're interested in Jobi AI, open the Jobi AI tab in the Deal Command Center to see the updated experience.
๐ Training Opportunities
Want to get the most out of DripJobs? Our team offers refresher sessions to help you master the platform. Whether you need a general overview or want to dive deep into specific features, we've got you covered!
๐ General Refreshers โ Perfect for brushing up on DripJobs fundamentals or getting new team members up to speed: Schedule Here
๐ Expert Deep Dives โ Advanced sessions on specialized topics:
Zapier Setup โ Automate your workflows
Production Rates โ Master accurate estimating
Job Costing โ Track profitability like a pro
๐ Helpful Resources
๐ Need help with a specific topic? Check out our Help Center!
๐ Questions about these updates? Reply to this email and we'll get you sorted.
That's a wrap for January! We're excited about what's coming in February. Keep an eye out for more improvements and some big announcements coming soon. โ๏ธ
โ The DripJobs Team
April 29th, 2025
Hey DripJobs Community,
Weโre always working to make DripJobs more powerful and seamless for your business. This month, we launched internal lead sources, CompanyCam photo enhancements, and features you might not be using yetโplus a sneak peek at whatโs around the corner. Check it out! ๐
๐ Internal Lead Sources
You can now track your internal lead sources more precisely! This update gives you deeper visibility into internal lead sources.
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Filter and analyze internal lead sources
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Make better, data-driven decisions
Watch the walkthrough here:
๐ธ CompanyCam Attachment Enhancements
Customize your proposals with selective photo sharing! Choose which CompanyCam photos appear on your proposal so customers only see what matters most.
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Handpick images for a clean, professional proposal
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Enhance transparency and trust
See how it works:
๐ฌ Custom Messages in the DripJobs Chat App
This one's a hidden gem! You can create custom, reusable messages in the Chat Appโperfect for sending quick updates, follow-ups, or reminders without typing them out each time.
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Speed up communication
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Keep messaging consistent and on-brand
Learn more here:
โก Zapier Highlight: Proposal View Alerts
Power users, take note! You can create a Zap that sends you a text or Slack notification when a proposal is viewed, plus get insights into how long and how many times it was viewed.
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Stay on top of proposal activity
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Automate follow-up timing
How to set it up in Zapier:
๐ชด Coming Soon: Acorn Financing
We're nearing full rollout! Acorn Financing is currently in beta and will soon be available. Want early access to help shape the experience?
๐ Let us know, and weโll add you to the beta group!
๐ฏ DripJobs Challenges Are Coming
Big things are on the horizon! DripJobs Challenges will help our community grow together through shared goals, tips, and wins.
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Share strategies
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Support each other
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Unlock your full potential
๐ฌ Ready to level up your game? Stay tunedโweโll reveal more soon.
๐ง Weekly Training Opportunities
๐ Wednesday Roundtables at 2:00 PM EST โ Special Topics and Q&A: Register Here!
๐ Expert Refreshers โ Advanced sessions on:
๐ Helpful Resources
๐ Need help with a specific topic? Check out our Help Center!
๐ Curious about financing? Check out our Financing articles!
Got feedback or ideas? Weโd love to hear from you. Just reply to this email and weโll make sure your input gets to the right place.
Thatโs a wrap for Aprilโsee you in May! โ๏ธ
โ The DripJobs Team
March 31st, 2025
Hey DripJobs Community,
Weโre always working to make DripJobs more powerful and seamless for your business. This month, weโre rolling out new automation tools, enhanced payment controls, and exciting beta testing to help you streamline your workflow. Check out whatโs new! ๐
๐๏ธ Salesperson Signature Keyword
Personalize your customer communication with the new Salesperson Signature keyword! Now, you can add a salespersonโs signature to your account and insert it into drips and messages for a more professional and consistent touch.
๐ How to use it? Simply add the salesperson's signature keyword to any automated message, and DripJobs will populate the correct details automatically.
Take a look here for more guidance:
โฐ Appointment Start & End Time Keywords
Make scheduling crystal clear by including start and end times in your automated messages. Whether youโre confirming an appointment or sending reminders, your customers will now see a clear time range for their scheduled services.
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No more confusion about appointment start and end times
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Works seamlessly in Drips and communication messages
Click below for more guidance and information:
๐ณ Payment Toggles for Proposals & Invoices
Weโve expanded your payment flexibility! Now, when you toggle these options on or off in your payment settings, these settings will automatically apply to your proposals and invoices, making transactions smoother than ever:
โ๏ธ Credit Card
โ๏ธ ACH Transfers
โ๏ธ Alternative Payment Methods
โ๏ธ Waive Processing Fees
Payment Settings:
Proposal Payment Settings: Automatically Enabled & Disabled
๐ฑ Acorn Beta Testing is Live!
Exciting news! DripJobs and Acorn are now in beta testing. Once fully vetted, weโll roll this out to all users. Stay tuned as we refine this integration to bring even more automation and efficiency to your workflow!
๐ Helpful Resources
๐ Need help with keywords? Check out our Keyword Help Article to learn how to use keywords effectively in DripJobs.
๐ Learn more about Acorn Financing. Download our Acorn Financing PDF to see how this integration can help your customers finance their projects with ease.
Got feedback? Weโd love to hear it! Simply reply to this email, and our team will make sure your input gets to the right place.
Thatโs a wrap for Marchโsee you next month! โ๏ธ
โ The DripJobs Team
February 28th, 2025
Hey DripJobs Community,
Weโre back with some exciting updates designed to give you more control, flexibility, and security in your workflow. This month, weโre rolling out the new secret work order, translation capabilities from within the work order, customizable proposal terms and conditions, and manual approvals to help you streamline your operations. Check out whatโs new! ๐
๐ ๏ธ Secret Work Orders โ Keep Sensitive Information Private
Weโve introduced Secret Work Orders, allowing you to send work orders to employees and subcontractors without revealing the job address or client contact details.
๐ Key Features:
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Hides job address & client contact info โ Only the necessary details are shared.
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Easily sent via text & email for quick access.
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Accessible within the Proposal and the Work Orders tab.
This ensures subcontractors and employees see only what they need, keeping client information secure while maintaining seamless job communication.
โ๏ธ Customizable Terms & Conditions Per Proposal
You now have the ability to edit the Terms & Conditions for each proposal, giving you flexibility to adjust terms based on the project type and client needs.
๐ How to Use It:
Find the Terms & Conditions editor at the bottom of the proposal.
Customize and adjust them before sending.
Set unique terms for different jobs and clients for improved clarity and legal flexibility.
๐ Work Order Translation โ Communicate Across Languages
Need to send work orders in another language? Now, you can translate work orders directly from within the work order itself!
๐ How it Works:
Open a work order and select the translate option at the top.
Instantly convert instructions into another language for employees or subcontractors.
Ensure clarity and avoid miscommunication.ย
โ Manual Proposal Approvals โ No Signature Required
You can now manually approve proposals without a signature and move them directly to the Jobs Pipeline.
๐ Where to Find It:
Simply approve at the bottom of the proposal, and the deal transitions forward to the Jobs Pipelineโno digital signature required! Check it out below!
This is perfect for situations where you receive verbal confirmations or offline approvals.
๐ More from DripJobsโฆ
๐ฆ Financing options coming soon! Join our Beta testing group here!
๐ง The ability to add multiple emails to a contact for efficient proposal communication and invoicing!
๐ณ Notifications when a client views the proposal!
๐ฌ The option to cc multiple emails when sending a proposal or invoice!
As always, we love hearing your feedback! Let us know what you think, and stay tuned for more updates coming soon.
Thatโs all for nowโsee you next time! โ๏ธ
โ The DripJobs Team
January 29th, 2025
๐ข Here's What Happened This Month . . .
๐ DripJobs Academy Launch
Weโve introduced DripJobs Academy as a new resource for our customers! ๐
Currently, the academy includes a few courses, but our goal is to expand it into a full suite of easy-to-absorb, manageable courses that cover the entire software.
This will serve as an on-demand learning hub to help users get the most out of DripJobs.
๐ ๏ธ Sales Pipeline Updates
Weโve made significant improvements to the Sales Pipeline to enhance visibility and efficiency. Check out our new video overview below. ๐น
Click HERE for updated help articles. ๐
๐ Introducing the Sales List
As you can see in the above video, to complement our Sales Pipeline changes, weโve launched the Sales List feature! ๐
Users can now filter, export, and bulk email a subset of their leads using our Blast feature.
This update streamlines lead management and enhances sales efficiency.
Learn more in our updated help articles HERE.
๐ What's Coming Next . . . ?
๐ฐBig News: Financing at Your Fingertips!
Weโre excited to introduce an upcoming finance option that will allow our customers to offer financing solutions to their clients. This feature will provide added flexibility and convenience, helping businesses close more deals while giving their clients better payment options. Stay tuned for more details soon!
๐ Join Our Weekly Webinars!
Starting this month, weโre hosting live webinars every Wednesday to help you get the most out of DripJobs! ๐
Learn about new features, best practices, and tips to streamline your workflow.
Engage with our team and ask questions in real-time.
Canโt make it live? No worries! All webinars will be recorded and available for later viewing.
๐ Click HERE to register!
๐ก Share Your Ideas with Us!
We love hearing from our users! If you have a feature suggestion or an idea to improve DripJobs, let us know via FeatureBase. Your feedback helps shape the future of our platform!
๐ Submit your ideas here: https://dripjobs.featurebase.app/
November 20th, 2024
As the seasons change, weโre rolling out updates designed to help you finish the year strong. Whether youโre sealing, painting, or prepping for winter projects, these new features are here to streamline your workflow and keep your tools sharp. Check out whatโs new and get ready to tackle the season ahead!
DripJobs Chat (Browser Version)
Weโve expanded our Chat App for SMS messaging, making it accessible on your browser in addition to the app. Now you can seamlessly manage client communications from any device, providing even more flexibility and convenience for your business.
See this article for more information!
Card Labels
Card Labels are a powerful new feature designed to help teams stay organized and aligned. These labels act as internal reminders, allowing you to tag deal cards with key statuses or actions like โBad Info,โ โNeed to Follow Up,โ or โMaterial Ordered.โ Whether it's tracking important tasks or flagging issues, Card Labels ensure everyone is on the same page and nothing slips through the cracks.
Deal Card Notes
Weโre excited to introduce a new update to our โNotesโ feature that lets you easily view and add customer service details. With this update, you can now access the notes left by the customer as well as add your own notes directly to their contact record from the Deal Card.
Global Deposit & Invoice Settings
You now have the ability to set default deposit and invoice settings in your Company Settings for greater consistency and efficiency!
As the year winds down, weโre focused on helping you stay connected with your clients and finish strong. These updates are designed to make communication easier and keep your workflow seamless, no matter the season. Weโre always here to support you, so donโt hesitate to reach out with any questions or feedback!
September 11th, 2024
Weโre excited to announce some major enhancements to the Proposal feature in DripJobs! These updates are live and ready to use. We believe theyโll enhance your experience and make managing proposals smoother than ever! Please check out our Help Articles to get you started. Hereโs an overview of what you can expect โ
Client Requests for Changes
Your clients can now easily request changes to Proposals, allowing for more seamless collaboration.
Proposal Rejections
Clients now have the ability to formally reject a Proposal, and provide feedback on their experience.
Countersignature Feature
You can now include a second signature on proposals for added confirmation and security.
New Proposal Builder Design
Weโve revamped the layout of our Proposal builder to make it more visually appealing and easier to navigate.
If you have any questions, donโt hesitate to reach out to our support team via the chat button at the bottom left of your DripJobs account.
August 27th, 2024
Assign a Salesperson in Zapier when Creating a New Lead ๐คฉ
Want your incoming leads to be assigned to a specific Salesperson? Now they can be! When using our Create New Lead action in Zapier, you can now choose who to assign the leads to.
Jobs List Enhancements ๐ฅ
You can now sort, filter, and export your data via CSV on the Jobs List! See this article for more info.
Production Rates Details Update ๐ฎ
Previously, you had to add Areas and Substrates in order to take advantage of the Production Rate Details at the top of your Proposals. Now, you can utilize the same feature with Line Items as well!
July 30th, 2024
New Zapier Update!!! ๐คฉ
Have types of leads that need customized Drips? Youโre no longer limited to Zapping these leads into Cold Leads โ 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! ๐ฎ
See this article for the steps to take.
