Changelog
Follow new updates and improvements to dripjobs.
April 29th, 2025
Hey DripJobs Community,
We’re 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 yet—plus a sneak peek at what’s around the corner. Check it out! 👇
📊 Internal Lead Sources
You can now track your internal lead sources more precisely! This update gives you deeper visibility into internal lead sources.
✅ Filter and analyze internal lead sources
✅ Make better, data-driven decisions
Watch the walkthrough here:
📸 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.
✅ Handpick images for a clean, professional proposal
✅ Enhance transparency and trust
See how it works:
💬 Custom Messages in the DripJobs Chat App
This one's a hidden gem! You can create custom, reusable messages in the Chat App—perfect for sending quick updates, follow-ups, or reminders without typing them out each time.
✅ Speed up communication
✅ Keep messaging consistent and on-brand
Learn more here:
⚡ 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.
✅ Stay on top of proposal activity
✅ Automate follow-up timing
How to set it up in Zapier:
🪴 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?
📌 Let us know, and we’ll add you to the beta group!
🎯 DripJobs Challenges Are Coming
Big things are on the horizon! DripJobs Challenges will help our community grow together through shared goals, tips, and wins.
✅ Share strategies
✅ Support each other
✅ Unlock your full potential
💬 Ready to level up your game? Stay tuned—we’ll reveal more soon.
🧠 Weekly Training Opportunities
📍 Wednesday Roundtables at 2:00 PM EST – Special Topics and Q&A: Register Here!
📍 Expert Refreshers – Advanced sessions on:
📖 Helpful Resources
📌 Need help with a specific topic? Check out our Help Center!
📌 Curious about financing? Check out our Financing articles!
Got feedback or ideas? We’d love to hear from you. Just reply to this email and we’ll make sure your input gets to the right place.
That’s a wrap for April—see you in May! ✌️
— The DripJobs Team
March 31st, 2025
Hey DripJobs Community,
We’re always working to make DripJobs more powerful and seamless for your business. This month, we’re rolling out new automation tools, enhanced payment controls, and exciting beta testing to help you streamline your workflow. Check out what’s new! 👇
🖊️ Salesperson Signature Keyword
Personalize your customer communication with the new Salesperson Signature keyword! Now, you can add a salesperson’s signature to your account and insert it into drips and messages for a more professional and consistent touch.
📌 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:
⏰ Appointment Start & End Time Keywords
Make scheduling crystal clear by including start and end times in your automated messages. Whether you’re confirming an appointment or sending reminders, your customers will now see a clear time range for their scheduled services.
✅ No more confusion about appointment start and end times
✅ Works seamlessly in Drips and communication messages
Click below for more guidance and information:
💳 Payment Toggles for Proposals & Invoices
We’ve 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:
✔️ Credit Card
✔️ ACH Transfers
✔️ Alternative Payment Methods
✔️ Waive Processing Fees
Payment Settings:
Proposal Payment Settings: Automatically Enabled & Disabled
🌱 Acorn Beta Testing is Live!
Exciting news! DripJobs and Acorn are now in beta testing. Once fully vetted, we’ll roll this out to all users. Stay tuned as we refine this integration to bring even more automation and efficiency to your workflow!
📖 Helpful Resources
📌 Need help with keywords? Check out our Keyword Help Article to learn how to use keywords effectively in DripJobs.
📌 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? We’d love to hear it! Simply reply to this email, and our team will make sure your input gets to the right place.
That’s a wrap for March—see you next month! ✌️
— The DripJobs Team
February 28th, 2025
Hey DripJobs Community,
We’re back with some exciting updates designed to give you more control, flexibility, and security in your workflow. This month, we’re 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 what’s new! 👇
🛠️ Secret Work Orders – Keep Sensitive Information Private
We’ve introduced Secret Work Orders, allowing you to send work orders to employees and subcontractors without revealing the job address or client contact details.
🔒 Key Features:
✅ Hides job address & client contact info – Only the necessary details are shared.
✅ Easily sent via text & email for quick access.
✅ 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.
✍️ 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.
📌 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.
🌍 Work Order Translation – Communicate Across Languages
Need to send work orders in another language? Now, you can translate work orders directly from within the work order itself!
📝 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.
✅ Manual Proposal Approvals – No Signature Required
You can now manually approve proposals without a signature and move them directly to the Jobs Pipeline.
📍 Where to Find It:
Simply approve at the bottom of the proposal, and the deal transitions forward to the Jobs Pipeline—no digital signature required! Check it out below!
This is perfect for situations where you receive verbal confirmations or offline approvals.
🔎 More from DripJobs…
🏦 Financing options coming soon! Join our Beta testing group here!
📧 The ability to add multiple emails to a contact for efficient proposal communication and invoicing!
📳 Notifications when a client views the proposal!
💬 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.
That’s all for now—see you next time! ✌️
– The DripJobs Team
January 29th, 2025
📢 Here's What Happened This Month . . .
🚀 DripJobs Academy Launch
We’ve introduced DripJobs Academy as a new resource for our customers! 🎉
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.
🛠️ Sales Pipeline Updates
We’ve made significant improvements to the Sales Pipeline to enhance visibility and efficiency. Check out our new video overview below. 📹
Click HERE for updated help articles. 📝
📋 Introducing the Sales List
As you can see in the above video, to complement our Sales Pipeline changes, we’ve launched the Sales List feature! 🎉
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.
🔜 What's Coming Next . . . ?
💰Big News: Financing at Your Fingertips!
We’re 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!
📅 Join Our Weekly Webinars!
Starting this month, we’re hosting live webinars every Wednesday to help you get the most out of DripJobs! 🚀
Learn about new features, best practices, and tips to streamline your workflow.
Engage with our team and ask questions in real-time.
Can’t make it live? No worries! All webinars will be recorded and available for later viewing.
🔗 Click HERE to register!
💡 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!
🔗 Submit your ideas here: https://dripjobs.featurebase.app/
November 20th, 2024
As the seasons change, we’re rolling out updates designed to help you finish the year strong. Whether you’re sealing, painting, or prepping for winter projects, these new features are here to streamline your workflow and keep your tools sharp. Check out what’s new and get ready to tackle the season ahead!
DripJobs Chat (Browser Version)
We’ve 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 “Bad Info,” “Need to Follow Up,” or “Material Ordered.” 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
We’re excited to introduce a new update to our ‘Notes’ 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, we’re 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. We’re always here to support you, so don’t hesitate to reach out with any questions or feedback!
September 11th, 2024
We’re excited to announce some major enhancements to the Proposal feature in DripJobs! These updates are live and ready to use. We believe they’ll enhance your experience and make managing proposals smoother than ever! Please check out our Help Articles to get you started. Here’s an overview of what you can expect —
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
We’ve revamped the layout of our Proposal builder to make it more visually appealing and easier to navigate.
If you have any questions, don’t 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 🤩
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 💥
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 😮
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!!! 🤩
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.
July 17th, 2024
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.
July 11th, 2024
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.
