In Review

Planned

In Progress

Completed

Main Roadmap

Ability to set times and days Drips go out

Danielle Walls

As a user establishing availability on my appointment calendar AND my job schedule, I would like the ability to set available hours/days. Similar to toggling on/off days of the week in App Settings.

Ability to Set Calendar Availability

Jeremy harrison

A great time saver would be to have drips automatically shut off once a customer replies....or at least have the option to do that. That would save us contractors some time from having to sign in to manually shut them off. I've been in awkward conversations over this several times with clients saying something similar to "I thought I had emailed yesterday and told you that I was going to (fill in the blank) and get back to you in a couple of days.Thanks for considering

Automatic Drip Shut Off When Customer Replies through Text or Email

An Anonymous User

It’d be a pretty cool feature if after the estimate is scheduled, the customer is sent an automated &amp; pre populated Google Calendar Invitation so they can just click yes and it’d go into their Calendar

Google Calendar Invitation to Customer For Estimate

Stripe has kicked us off the platform. With Square being a very commonly known and trusted payment processor, I feel Square would be the ideal payment processor to integrate with.

Integrate with Square for payment processing.

Ability to schedule on Jobs Schedule without existing Deal or Proposal

Option to send your entire crew (group) work order instead of one person

Jordan Huff

Ability to add builder as client without first and last name, add easier grouping for multiple builder projects under one builder

Builders

Faith Oram

As a user uploading individual photos via Add Attachment or CompanyCam, I would like the ability to assign to specific Line Items/ Substrates.

Ability to Assign Photos to Specific Line Items/Substrates

When reminders go out to clients, have an option button where clients can reschedule their appointments. Maybe even options to dates and times that are open.

Option to reschedule appointment

Danny  Villarreal

Would like to have a Good, Better, Best set up on Proposals and send that out instead of requiring a permanent line item.

Ability to Send Proposal with ONLY Optional Items

Create a way to "skip" the weekend when scheduling. Probably have to do "business days only" toggle

Ability to create phone follow-up reminders that populate in the main dashboard with pending phone calls to be made. Similar to most CRM’s like pipedrive, salesforce, etc.

The ability to customize the work order to send out to different subs/crews, photos, font options, downloadable PDFs, etc.

More Customizable Work Orders

The ability to pull data showing a list of appointments, jobs, etc. that the Metrics are pulling from.

Source Data for Metrics

It would be nice to be able to set different reply-to emails. Having all emails go to one just creates disorganization at scale.

Different Reply Emails

Jesse McCandless

The ability to round up to whole gallons when doing an estimate -- 2 gallons instead of 1.4 gallons for example.

Round Up Gallons of Paint in Production Rates

Add the ability to merge/combine contacts/leads. (Ex. Customer appears under Cold Lead then submits an estimate request, merge into 1 "deal")

Combine/Merge Duplicate Contacts/Leads

Paige Haley

A feature&nbsp;that I would suggest is this.&nbsp; When scheduling a job starting 1 week and ending the next week that we had an option like a button, check box or slider bar to skip the weekend on the job calendar. Currently we have to schedule the job, then go into the deal and schedule for the following week dates which dripjobs is then calling phase 2, "phase" and additional scheduling messages can be confusing to both us and the customer.

Job Calendar Scheduling

Mike Olson

As a user uploading CompanyCam photos, I would like the ability to individually select the photos I bring in from the client file.

Ability to Select Individual CompanyCam Pics

Multiple or Alternate Email / Phone # fields for Contacts

Many times we have clients request we send the estimate to multiple emails because there are more than one person that needs to view it. Example corporate owners, property managers, accounting, etc. Currently I have to send it to one contact and then go in and delete that email so that I can enter another email to send it to.

Need room on contact form for more than one email

Bill  Goodpaster

There should be an option for repeat customers where they have their billing address (their office) but then their job address different. This is an option when you edit contact but each job you create for them you have to go back in and then edit the addresses.

Contact info

Steven Pitkanen

It is harmful to me as we can only cc 1 other recipient when sending emails/ invoices. many of my clients have to cc their office and sometimes i will BCC the referral contact. Also notifications for when proposal/ invoice is viewed would be great

cc/ Bcc

It would be great to have a place where i can upload pictures of a job so I go back for reference. The only place is to attach them in the proposal.

File Photos

Daniel Gevara

an option to filter completed jobs by year so we can see what we are doing by year not just over all completed jobs.

Year complete filter optiomn

Matt Gifford

If a customer enters their name incorrectly (wrong spelling, all caps, double last name, etc.) in the online booking form, there if no way to update the way it shows up on the appointment calendar. I can correct it in the contact and the deal card, but the appointment will still show up with whatever info the client entered on the booking form. It would be nice to be able to update this.

Changing Incorrectly Entered Appointment Name

Sarah Herzberg

A button to reject the Proposal and a reason offered for the rejection.

Ability for the customer to decline the Proposal

Integrate with an app that offers financing capability.

Offer a Financing Option

Job costing. Even a basic feature.

Alex Garvall

Send automatic text and email reminders for appointments and jobs based on the timing of the event!

Reminder notifications

DripJobs Support

Would be great if we could text from CRM directly in addition to the App. That way our admin can also communicate with clients from dashboard when we are out in the field. If there was a communications tab for Email responses and text responses from clients it would be much easier. Separate from activity tab.

Text from CRM

Admin All and One Construction

We’re using tablets to present our proposals to homeowners in their homes. Currently, we need create a hotspot from our mobile phones to pull data onto the tablets. It would be great if we could build a proposal from data stored locally on the device, then sync that proposal to the cloud when the tablet reconnects to Wi-Fi.

Offline Mode

Add Photo Upload option to Booking Form

Sync job calendar events from dripjobs into your google calendar

Job Calendar google sync

Ability to turn a estimate into an invoice without the customer having to sign and accept is a must!!!!

I'm starting to work with contractors more and have a separate contract for them vs the homeowner. Would like to be able to have more than 1 contract option to swap depending on client.