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Lead / Contact Form Modification within Dripjobs settings

Feature Requests

Ability to add / delete /modify fields in the Lead/Contacts form. This will be especially helpful for those of us that have custom forms on our websites that ask for specific information that we want to automatically import into DripJobs

  • project type

  • budget

  • alternate phone number (work, home or spouse)

  • spouse information (first & last name)

  • Company information vs just first and last name

It would also be helpful to be able to go to contact list and a separation for Companies vs home owners. I understand that I can search my company (ie builder, contract, etc), but all that is doing is sorting the 1st and last name of the contact person and showing me contacts that I listed as a company, not actually showing me what company they work for or own.

Posted by An Anonymous User ·
2 comments

This request was merged into another request

Comments2

  • Sam Rydell

    •

    Jan 17, 2025

    We agree! Having the ability to add a spouse/partner/etc. is definitely helpful. We offer customer financing, and we want our DripJobs contract to be signed by the person that is financing. Sometimes we will sell a project, and when they go to apply for financing they want it to be in their spouses name. Currently, not being able to add a spouse/partner, we have to then change the contact in DripJobs so that they match.

  • Natalie Lake

    •

    Mar 27, 2024

    Agreed! In addition it would be great (not sure if this is already setup this way) if the essentials where set up as required entry. First and last name, full address, when people dont add the city or zip the house code gives me like 5 different neighboring cities to guess on where they actually live. Would be extremely helpful