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.

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.

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.

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.

Filter Invoices By "Not Synced"

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

creating a "touch ups" tabs for minimal/smaller jobs

specifically for the job schedule-Creating a tab ,kind of a new appointment, where customers can be notified about a minor appt like a paint touch up or other smaller tasks BUT where clients don’t have to sign anything, and we can schedule freely.

Ability for Customers to rate their crew or Project Manager at time of Project Compeltion signature

Purpose: to improve quality control, and give key insights/data on what their crews/project managers do great and where improvement is needed. Feature Description: When customer signs off on project completion, require them to give a 1-5 star rating for their crew and/or Project Manager. Can be a single overall rating or you could add custom aspects for your crews/PM(s) to be rated on (Attention to Detail, Prep Work, Communication, On-Time, Attitude, Overall Experience, Would you hire us again etc). Benefits of the Feature: Dripjobs could use this data to rank crews, and and give the business owner insight on crews/PM’s that may need to be monitored more closely, or need training in certain areas of the painting process. On the other side of the coin, it can also give the Business Owner information on where crews deserve praise. Could give the info needed for the ability to set quality/customer experience standards and track improvement in low ranked areas. Could also give business owners the insights necessary to be able to offer your crews and/or PM’s potential Quality bonuses. Sometimes there are customers who are just too nice/shy/non-confrontational to be critical of the work in person which can leave them with a poor experience that you would otherwise be unaware of So if the Business Owner see’s a low rating given on a project in any given area, it gives them an opportunity to reach out to ask what happened, take steps to correct the issue, and ensure that the customer leaves with a great experience. I’m not Tech person, but given some of the existing features this seems like a rather simple one to add that could provide super valuable information and improved quality control for DripJob customers

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.

Color Chart Enhancements

Summary After a proposal is accepted, users need a way to send Color Chart changes to the customer to review, sign and approve, using the same flow as a Change Order but with no price impact. When the color change is accepted, the job's Color Chart and all downstream references update to the accepted selections. Problem Statement Most customers have not picked colors when the proposal is signed. Today, users lock in colors by creating a $0 Change Order with a placeholder line item (for example, "3rd Color Selection"). That Change Order does not carry the actual sheen, color and color ID, does not update the Color Chart, and its acceptance flow is built around invoice changes. (Multiple) FeatureBase requests ask for a proper color sign off. User Story As a User, I want to send updated color selections to my customer for signature after the proposal is accepted, so that colors are locked in and documented before work starts and my crew paints from the approved selections.

Add Text Message Option to Payment Receipts

Summary Staff can only send a payment receipt by email from the Receive Payment modal. Companies with Text Messaging should be able to send the receipt by text, email, or both, using the same delivery selector already used in Send Invoice and Send Proposal. User Story As a DripJobs user with Text Messaging, I want to text a payment receipt to my customer when I record a payment, so that my customer gets confirmation on the same channel they use for every other step of the job.

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