Changelog
Follow new updates and improvements to dripjobs.
November 20th, 2024
As the seasons change, weâre rolling out updates designed to help you finish the year strong. Whether youâre sealing, painting, or prepping for winter projects, these new features are here to streamline your workflow and keep your tools sharp. Check out whatâs new and get ready to tackle the season ahead!
DripJobs Chat (Browser Version)
Weâve 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 âBad Info,â âNeed to Follow Up,â or âMaterial Ordered.â 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
Weâre excited to introduce a new update to our âNotesâ 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, weâre 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. Weâre always here to support you, so donât hesitate to reach out with any questions or feedback!
September 11th, 2024
Weâre excited to announce some major enhancements to the Proposal feature in DripJobs! These updates are live and ready to use. We believe theyâll enhance your experience and make managing proposals smoother than ever! Please check out our Help Articles to get you started. Hereâs an overview of what you can expect â
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
Weâve revamped the layout of our Proposal builder to make it more visually appealing and easier to navigate.
If you have any questions, donât 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 đ¤Š
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 đĨ
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 đŽ
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!!! đ¤Š
Have types of leads that need customized Drips? Youâre no longer limited to Zapping these leads into Cold Leads â 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! đŽ
See this article for the steps to take.
July 17th, 2024
Drips Reimagined đ¤Š
The entire Drips page has been revamped - and itâs not only for aesthetics! It is much easier now to customize as you please. See this article for an overview.
Add Custom Deal Stages đŽ
Thatâs 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! đĒ
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 customersâ names. Go to Company Settings â 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! đ
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.
June 12th, 2024
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.
May 23rd, 2024
Stripe Connect đĩ
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 đ
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.
May 1st, 2024
Job Costing is Here! đ¤
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!
April 10th, 2024
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!
