Lead / Contact Form Modification within Dripjobs settings
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.
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
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.
Having a project Manger Set up the bid but needing to bill it to an other company , need to be able to quickly change the name on bid to an other client or company
Jeremy harrison
Team•
Feb 27
This is being considered as part of development for ‘Ability to assign contacts to a Business Entity’ work in V2.
Raelynn Radway
•
Feb 27, 2024
This sounds like it would work for commercial clients, as well, which is critical to our business.
Comments8
An Anonymous User
Feb 27
•Merged request
•14 votes
Lead / Contact Form Modification within Dripjobs settings
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.
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
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.
Ben Nading
Feb 27
•Merged request
•10 votes
Changing Bid Name /
Having a project Manger Set up the bid but needing to bill it to an other company , need to be able to quickly change the name on bid to an other client or company
Jeremy harrison
Feb 27
This is being considered as part of development for ‘Ability to assign contacts to a Business Entity’ work in V2.
Raelynn Radway
Feb 27, 2024
This sounds like it would work for commercial clients, as well, which is critical to our business.
Ryan Lane
Feb 26, 2024
Beat me to it. This is essential.
Alex Diaz
Feb 26, 2024
This feature would be amazing