Multiple contacts included in chat, bring in project manager to convo with homeowner

This would likely build upon the already submitted request for multiple contacts to the contacts field. I often find it's best to have all discussions and decisions made with all parties, even if there is just one decision maker. This can ensure the husband knows to not have the truck on the driveway Monday morning, or that the accent wall is gonna be green. Instead of hoping or tasking the main point of contact to relay that information. Further, being able to bring in (or assign) a third party (project manager, salesman, me, color consultant) to an existing chat feed would be valuable to clear up miscommunications and provide a seamless experience towards the customer.

Custom Reminders

The ability to attach a specific reminder sequence to specific types of jobs. For example; Preparation instructions for cabinet jobs one week before the job starts.

Company Branding on URL

As a new user to DripJobs, I am enjoying the streamlined features and functionality of the system. I would really like to see a custom branding option, (i.e. When customers click on their proposal it would show app.COMPANYNAME.com instead of app.dripjobs.com). I don't mind the Powered by DripJobs at the footer of the emails, as it does show reference to this amazing product, but being able to direct a customer into their Portal with my company branding would be beneficial.

Text receipts

Why is this not a thing? Every other aspect of the process is texted, proposal, invoice, why not receipts? Make it happen

𝐒𝐌𝐒 𝐁𝐥𝐚𝐬𝐭 𝐅𝐞𝐚𝐭𝐮𝐫𝐞

Develop an SMS blast feature, allowing users to send text messages in addition to email campaigns, for broader and more effective communication.

NOTES formatting & font size

Would it be possible to have a little bit of formatting available in the NOTES feature? Pressing ENTER to SAVE doesn't allow us to create a separate line within a note or make a bulleted list. And the young people on here might not have a problem with this but the font size (in the NOTES only) is definitely a struggle for me.

Filter Invoices By "Not Synced"

Be able to quickly filter by invoices that are not syncing to identify and troubleshoot.

Company Cam/Photos

Not have new photos that were taken on company cam after proposal was sent showing up on customer’s proposal.

Allow Job Costing Tool to be used while Creating Estimates for Comparison

Being able to use the Job Costing feature while drafting an estimate to see the expected costs/margins of a potential project. Then when creating the final Job Costing you can do a compare and contrast of what was budgeted and what the actual profits were for a given project.

Address and contact information

Change the labels for customer input to specify Customer Address, customer phone, etc. so my browser doesn't ask me if I want to revise my saved address Everytime I input a new client.

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

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

Ability to schedule on Jobs Schedule without existing Deal or Proposal

Add Multiple Review Links Option

We would like the ability to add multiple review URLs within DripJobs automations (email + SMS). This would allow us to: Rotate review links between multiple locations Include additional platforms such as BBB alongside Google Helps improve flexibility in review requests and ensures customers are directed to the most relevant review page. Available across all drip sequences (templates, drips, and reminders)

File Photos

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.

Need more "Product Types" when "Adding a Product"

Summary: When adding a product in the Add Product window the Choose Product Type dropdown only has the options for “Gallon” and “Item” available. Steps to Reproduce: Click on Production Rates> Click on Products> Click on Add a Product >Click on Choose Product Type dropdown Current Results: Only “Gallon” and “Item” is displayed Expected Results: Various unit types are displayed (Example: Quart, Liter, 5Gallon Drum, etc….)

Ability to Edit PDF Font Size

As a user, I'd like the ability to edit the font size of my PDF's, outside of the currently available (Footer: Normal, Small, Extra Small.) I would like the ability to increase/decrease by size (8, 12, 14, 16...)

Arrival windows for estimates and jobs

Create a setting in DripJobs for arrival windows , Your estimator is scheduled to arrive between 9am-10am instead of an exact set time. Or on project scheduling , Your crew is scheduled to arrive between 9am-10am

Drip jobs and Google contacts sync

Be able to sync your drip jobs contacts with your Google contacts, that way. Would someone calls you you see who is calling!

Adding Multiple Crews to One Job on the Job Calendar

Adding Multiple Crews to One Job on the Job Calendar

Each Deal Needs a Notes Section That Isn't Duplicated If Using The Same Customer Name On a New Deal

Notes need to be tied to the Deals rather than the Contacts. We have repeat customers and now all of the notes are being duplicated on every new deal. This is a huge hassle for us as we need to keep notes for each deal separate and frequently updated. We also cannot add company internal view notes without a proposal being sent first.

Business Entity (V1)

It would be helpful to make commercial and residential customer accounts different. This would help for integration with QB as well. We have several residential clients who have had us do work for them personally and also for their business. To my knowledge, DJ has no way of separating them as two different customer accounts.

Ability to Send Proposal with ONLY Optional Items

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

Ability for the customer to decline the Proposal

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

Offer a Financing Option

Integrate with an app that offers financing capability.

Multiple or Alternate Email / Phone # fields for Contacts

Job costing. Even a basic feature.

Reminder notifications

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

Round Up Gallons of Paint in Production Rates

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

Text from CRM

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.

Different reply email

I would like you to review the possibility of assigning multiple email addresses so that salespeople can follow up individually on their sales and projects. Right now, customers are receiving drips from a unique email address (the admin email), so sometimes the communication is messy. Thank you!

Add Photo Upload option to Booking Form