October brought big additions to help your team work smarter and keep customers happy. Your customers can now read documents in their own language, Zapier can alert you the moment a customer email arrives, and anyone on your team can connect Google Calendar in seconds. Here’s what’s new to help you grow your business.

🌎 Customer Portal

🗣️ Show Documents in Your Customer’s Language
Admins can now set a Default Document Language for the proposals, invoices, and change orders customers open in the Customer Portal.

What’s new:

• ✅ Set a company default, or choose a language on an individual proposal or invoice (change orders follow their proposal)

• ✅ Customers get a language selector in the portal header, and their choice always comes first

• ✅ Optional “Also apply to Work Orders” setting, off by default

Why it matters: Customers who prefer another language can read your proposals and invoices comfortably, without you translating a thing.
Action required: Optional. Set your default in Company Settings > Customer Portal. Good to know: translation is automatic through Google Translate and applies to portal pages only. Downloaded PDFs stay in the original language, and names, addresses, numbers, and dollar amounts always stay exactly as entered.

🔗 Integrations

⚡ New Zapier Trigger: New Email Received
A brand new Zapier trigger fires every time a customer email arrives in your DripJobs Inbox, replies included.

What’s new:

• ✅ Sends the customer’s name, phone, and email

• ✅ Includes the assigned Salesperson and Project Manager

• ✅ Shares the email content, date received, and type (Proposal, Invoice, Drip Reply, or Change Order)

Why it matters: Alert your team instantly or log customer replies in the tools you already use, all automatically.
Action required: Turn on “Route all email replies to DripJobs” in Company Settings > Email Settings, then add the trigger in Zapier.

🗓️ Payment Schedules in the “New Invoice Created” Trigger
The Zapier “New Invoice Created” trigger now includes each invoice’s Payment Schedule.

What’s new:

• ✅ Lists every scheduled payment in order

• ✅ Shows each payment’s name, percentage, and dollar amount

• ✅ Existing Zaps keep working with no changes

Why it matters: Send payment milestones into your other tools without retyping them.
Action required: None! Add the new field to any Zap where you want it.

📆 Google Calendar, Now Managed From My Profile
Every user, admin or not, can now connect and manage Google Calendar in one place.

What’s new:

• ✅ A compact Google icon on Appointments and Job Schedule takes you straight to My Profile

• ✅ New Sync Appointments and Sync Jobs toggles let you choose what syncs

• ✅ Admins see a view only Google Calendar card in Settings > Integrations that links back to My Profile

Why it matters: Anyone on your team can get their schedule on Google Calendar without digging through admin settings.
Action required: Go to My Profile > Google Calendar to connect, choose what syncs, or disconnect, then click Save. Sync goes one way, from DripJobs to Google, and turning it off keeps events already on Google.

Questions about anything above? Reach out to our support team, we love hearing how these updates land in the field.

See all releases anytime at dripjobs.com/whats-new

🎓 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!

📍 Refreshers – Perfect for brushing up on DripJobs fundamentals Schedule Here

📍 Expert Deep Dives – Advanced sessions on specialized topics:

• Zapier Setup – Automate your workflows

• Production Rates – Master accurate estimating

• Job Costing – Track profitability like a pro

📖 Helpful Resources

📌 Need help with a specific topic? Check out our Help Center!

September was all about saving you time on the everyday stuff. Your calendars got smarter, your follow-ups got easier to write, and every address now carries the full details your crew needs to show up at the right door. Less setup, fewer mixups, more time to grow your business.

📅 Scheduling & Calendars

🗓️ Link More Than One Google Calendar
You can now connect multiple Google Calendars to DripJobs and see your full schedule in one place.

What's new:
✅ Events from every linked calendar show in DripJobs, each with its own color and name
✅ Pick one calendar where DripJobs saves new events, and switch it anytime
✅ Events from other calendars are for reference only and won't block your availability

Why it matters: See your whole week at a glance while keeping all your DripJobs events neatly on one calendar.

Action required: None! Link your calendars from the Google Calendar connection screen. If you unlink the calendar DripJobs saves to, you'll be asked to choose a new one first.

🤖 Automation

✨ Write Drip Messages with AI
A new Generate with AI button in the drip step editor writes your email and text follow-ups for you.

What's new:
✅ Works on email and text steps in both the Sales and Jobs pipelines
✅ Describe what you want to say, then pick a tone and message type
✅ Get a ready-to-edit message body, and nothing sends until you save

Why it matters: Start every follow-up from a polished draft instead of a blank box, with fewer typos and way less time spent writing.

Action required: None! Look for the Generate with AI button when editing a drip step. You'll still set the subject line and send delay yourself.

🔗 Integrations

📨 Send Your Marketing Agency Everything in One Click
The Zapier card now has a Send Marketing Agency Info button that builds an email for your agency.

What's new:
✅ An editable email template filled in with your Zapier key (the code that connects your agency's tools to your DripJobs account), your name, company name, and phone
✅ Copy buttons for the subject and body
✅ Nothing is sent from DripJobs, so you stay in control of what goes out

Why it matters: Your agency gets exactly what it needs to send leads straight into your pipeline, with no back and forth.

Action required: Generate a Zapier key first if you haven't (the button stays disabled until you do), then add your agency contact's name before copying. Find it in Company Settings > Integrations.

📍 Jobs, Appointments & Documents

🏢 Address Line 2, Everywhere You Need It
Suite, unit, and floor details now have a home across DripJobs and stay with the address wherever it shows up.

What's new:
✅ Optional Address Line 2 for your company's physical and billing address, plus New Proposal, New On-Site Estimate, other appointments, New Lead, and your Booking Form
✅ Shows up in the Command Center contact card, appointment details, PDF documents, location placeholders in your messages, and Zapier
✅ Picking an existing contact fills in their Primary Address automatically, and editing an address saves it as a new one so the original stays safe

Why it matters: Your crew always knows exactly which unit to head to, no matter which screen or document they're looking at.

Action required: None!

Questions about anything above? Reach out to our support team, we love hearing how these updates land in the field.

See all releases anytime at dripjobs.com/whats-new

🎓 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!

📍 Refreshers – Perfect for brushing up on DripJobs fundamentals Schedule Here

📍 Expert Deep Dives – Advanced sessions on specialized topics:

• Zapier Setup – Automate your workflows

• Production Rates – Master accurate estimating

• Job Costing – Track profitability like a pro

📖 Helpful Resources

📌 Need help with a specific topic? Check out our Help Center!

August was all about giving you more control over how you see your data and more room to store what matters. You can now shape your Jobs and Sales Lists to match how you actually work, get instant insights on your metrics, keep a fuller picture of every contact, and give customers a portal that's easier to navigate. Here's everything that shipped.

📊 Reporting

📞 Email and Phone Now Show on Metrics Reports

Your Leads, Closed Deals, Sales, Production, and Total Proposal Sent reports now display each contact's primary email and phone number, both on screen and in CSV exports.

What's new:
✅ Primary email and phone added to five key metrics reports
✅ Visible on screen and included in CSV exports
✅ Matches the contact info already shown on your Jobs List and Sales List

Why it matters: You can reach out to a lead or customer straight from a report instead of hopping over to their contact record first.

Action required: None!

🤖 New: DripSense, AI-Generated Metrics Insights

A new DripSense panel on your Metrics Dashboard reads your numbers and writes a plain-English summary of what changed compared to the same period before, so you don't have to dig for it yourself.

What's new:
✅ New DripSense panel on the Metrics Dashboard
✅ Plain-English summary comparing your current numbers to the prior period
✅ Generated on demand with a single click

Why it matters: You get a fast read on what's moving in your business, and often why, without manually comparing charts yourself.

Action required: None! Click "Run Insights" on your Metrics Dashboard to try it.

💼 Jobs & Pipeline

🗂️ New: Column Management for the Jobs List and Sales List

Show or hide columns, drag them into your preferred order, and save your own named views on both the Jobs List and Sales List. Built-in presets are included for common roles, and a freeze option keeps the columns you check most, like Customer Name, pinned in place while the rest of the table scrolls.

What's new:
✅ Show, hide, and reorder columns on the Jobs List and Sales List
✅ Save your own named views, plus ready-made presets
✅ Freeze key columns in place while you scroll

Why it matters: You can build a table that shows exactly what you need to see, instead of scrolling past columns you never use.

Action required: None! Look for the new column management control on the Jobs List and Sales List.

📅 New: Holiday Calendar Display for Appointments and Job Schedule

Turn on US holidays, Canadian holidays, or both, and they'll show up automatically on your Appointments and Job Schedule calendars. Holidays are visual only, so you're never blocked from booking a job on one if you need to.

What's new:
✅ US and Canadian holiday options for your calendars
✅ Automatic display on Appointments and Job Schedule
✅ Booking is never blocked, holidays are shown for reference only

Why it matters: You can spot a holiday at a glance instead of accidentally scheduling a job on a day your crew isn't working.

Action required: None! Set your Holiday Calendar preference if you'd like holidays to show up.

👤 Contacts & Customer Portal

📇 New: Multiple Phone Numbers, Emails, and Addresses on Contact Records

A Contact can now hold more than one phone number, email address, and physical address, with one of each marked as Primary. The Primary values are what's used automatically across proposals, invoices, and outbound communication.

What's new:
✅ Add multiple phone numbers, emails, and addresses per contact
✅ Mark one of each as Primary
✅ Primary values are used automatically on proposals, invoices, and communications

Why it matters: You can keep a complete profile for every contact while staying confident the right number or email is the one your team and DripJobs use by default.

Action required: None!

📁 Multiple Documents Per Category in Customer Portal Settings

Every document category, including Insurance, Warranty, Workers' Comp, License Information, W-9 Information, and Misc Documents, now holds up to 5 files instead of just one. You can also build your own custom categories with a title, icon, and color, and reorder them however you like.

What's new:
✅ Up to 5 files per document category, including custom categories
✅ Custom categories with your own title, icon, and color
✅ Drag-and-drop reordering

Why it matters: You can share every license, certificate, and document your customers need without cramming multiple files into a single upload slot.

Action required: None! Look in Company Settings > Customer Portal to see the updated document area.

✉️ Customer Portal Email Preferences Page Redesign

The Customer Portal's email settings page now leads with a clearly styled "Unsubscribe from all emails" option, followed by separate job-related and marketing email choices that customers can expand to see exactly what each one blocks.

What's new:
✅ "Unsubscribe from all emails" given its own distinct warning style
✅ Separate job-related and marketing email options
✅ Expandable detail showing what each option blocks and what still sends

Why it matters: Your customers can see clearly which choice has the biggest impact, so they don't accidentally opt out of everything at once.

Action required: None!

📋 Proposals

👀 "View Details" Button Replaces Info Icon on Package Line Items

Package line items in the customer-facing proposal now show a clear "View details" button in place of the small (i) icon that only worked on hover.

What's new:
✅ "View details" button added to package line items
✅ Replaces the hover-only info icon
✅ Easier to spot and tap, especially on mobile

Why it matters: Customers can tell right away that more detail is available for a line item, no hovering required.

Action required: None!

💬 Communication

💧Send Test Email for Drips

Send yourself a test copy of a drip email straight from the editor before it goes live. Every keyword fills in with sample data, and the subject line is clearly marked as a test so it never gets confused with the real thing.

What's new:
✅ Send a test copy of any drip email from the editor
✅ Keywords automatically fill in with sample data
✅ Subject line clearly marked as a test

Why it matters: You can check that a drip email looks and reads exactly the way you want before it ever reaches a real customer.

Action required: None! Look for the new "Send Test Email" option when editing a drip email.

Questions about anything above? Reach out to our support team, we love hearing how these updates land in the field.

See all releases anytime at dripjobs.com/whats-new

🎓 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!

📍 Refreshers – Perfect for brushing up on DripJobs fundamentals Schedule Here

📍 Expert Deep Dives – Advanced sessions on specialized topics:

• Zapier Setup – Automate your workflows

• Production Rates – Master accurate estimating

• Job Costing – Track profitability like a pro

📖 Helpful Resources

📌 Need help with a specific topic? Check out our Help Center!