Jeremy harrison

Team

Commented on Invoice Reminders📣 Great news! we've officially picked Invoice Reminders back up and are actively working through the requirements. Here's what we're planning: automated reminders that send before, on, and after an invoice due date, with customizable email and SMS templates, merge keywords, and…Commented on Tax rate- options for varying tax codes per proposal/ customerHey everyone, great news on this one. Thank you for taking the time to share your feedback here, and to everyone who voted on this request. You've made a compelling case, and we hear you. We're planning to begin work on a solution for location-based tax rates soon. The goal is to…Commented on Job Costing should allow spreadsheet downloadsJob Costing spreadsheet exports and have bumped it up on our V1 roadmap. Our team is actively looking into it, so stay tuned for updates as we get closer to release. We appreciate you taking the time to share your feedback, it genuinely helps us prioritize the right things.Commented on Create a way to "skip" the weekend when scheduling. Probably have to do "business days only" toggleWe're actively looking into adding a Business Days Only option for both drip sequences and job scheduling in V1. Stay tuned for updates as we get closer to release.Commented on Ability to schedule on Jobs Schedule without existing Deal or ProposalWe're actively exploring recurring job scheduling for V1, which would let you place repeating jobs on your Job Schedule tied to a contact, without needing a proposal or deal. We'll share an update as this moves forward.Commented on Proposal Sent MetricGreat news! Tracking Proposals Sent is something we completely agree is essential visibility for your business. You need to know how many estimates are going out the door, not just what's closing. This metric, along with drill-down reporting across all key dashboard cards, is cur…Commented on Adding Multiple Crews to One Job on the Job CalendarHey team, thanks so much for the votes and feedback on this one, you've made it clear this is important, and we hear you. We're actively researching crew name visibility in Google Calendar for V1, and we want to be upfront about what's possible. The good news: we're working towar…Commented on Facebook Ads CRM integrationWe love the idea of closing the loop between DripJobs and your ad campaigns, getting smarter retargeting based on where leads are in the pipeline is a genuinely compelling use case. This one requires a fairly deep integration with Meta's platform, including app verification and s…Commented on Multiple or Alternate Email / Phone # fields for Contacts🎉 Great news for everyone who voted on this one, we wanted to give you a quick update! This feature is currently in testing! The ability to add multiple or alternate email addresses and phone numbers to contact records is being actively tested by our QA team right now. We're com…Commented on Week View Calendar View OptionHey everyone! Thank you all for taking the time to submit these requests. The consistency of this feedback across your teams tells us exactly what we need to know: the current calendar experience isn't built for how schedulers actually work. We hear you. Toggling through a 3-day…Commented on Reverse the faulty updateThanks for reaching out. This is Jeremy, I'm on the Product team at DripJobs. I want to look into this right away for you. Could you share your company name and the best contact name on the account? That will help me pull things up on our end. I do want to flag that we haven't se…Commented on Produced Work vs Invoiced WorkThanks for this feedback! You've articulated the difference between produced work and actual sales really well, and it's a distinction that matters for running a production team effectively. This is on our radar. Separating those two numbers in a meaningful way requires some thou…Commented on Leader Boards...We have designs/ plans for this but the official green light has not yet been given for development.Created Tasks — Improvements & Enhancements Commented on Enhanced Notification Consent Text EditingWe’ve update the language on the booking form and other features in direct accordance with Twilio A2P requirements.Created V2 Notifications System Overhaul Commented on Feature Suggestion: Multiple Sales Pipelines!!We're happy to share that multiple Sales Pipelines is something we have on the roadmap for V2 — our ground-up platform rebuild that's currently in development. V2 is being designed with more complex business structures in mind, and the ability to create, name, and manage separate…Commented on Payment Follow UpsThis can be accomplished via a Custom Pipeline Stage and Drip Sequence.Created Color Chart Enhancements Created Version Control (Proposals/ Invoices)Commented on Changing Bid Name /This is being considered as part of development for ‘Ability to assign contacts to a Business Entity’ work in V2.Created Unified Calendar View — Combined Appointments & Job Schedule Created Enable Full Invoice Payment Option When Payment Request is Active Commented on More Characters for main proposalWe recently released an enhancement that increases the maximum character limit for description fields from 4,000 to 6,500 across all relevant modules in DripJobs.Commented on Year complete filter optiomnThe Jobs List now has a Job Completion Date column that can be used to filter the table.Commented on Payment Follow UpsHi! Thanks so much for the feedback — this is a really important use case, and we completely understand the need to automate follow-ups for unpaid balances. While we don’t currently have a built-in “auto-reminder until paid” feature, you can achieve this today using a combination…Commented on Task Section Contact InfoThank you for this feedback; adding this to our existing Task Overhaul ticket for review. Best, Jeremy (Product Manager)Commented on Project Management Forecasting ToolYou’re absolutely right: the data to support strategic production planning by crew does exist within the CRM, and unlocking that visibility can be a game changer for operations. I want to let you know that we are already actively working on a new Metrics Reporting page that will…Commented on Support Staff access to booking form requestsHi there! Go to User and change their user type to Salesperson AND Project Manager. Then, toggle ON “Show All Jobs For Project Manager Role.” This will give them access to all Deals. Best, Jeremy, Product Manager Upvoted Smart Dispatching and Project Management Tools