Loop your admins in when a proposal is accepted
You can now CC all account administrators on Proposal Accepted notifications — so your whole leadership team knows the moment a customer signs.
Release
Filter by category
📅 July 20, 2026 · This week
New Zapier trigger: Invoice Created
A new trigger fires whenever an invoice is created in DripJobs — pipe new invoices straight into your accounting tools, spreadsheets, or dashboards automatically.
New Zapier trigger: Incoming Text Message
Kick off automations the instant a customer texts you — route messages, log them, or alert your team through any connected app.
Hide hours on work orders
A new independent toggle in Production Rates settings lets you hide labor hours on work orders — show your crew the scope without exposing your time estimates.
📅 July 15, 2026
Drag and drop to reorder proposal sections
Reordering proposal sections is now drag-and-drop — grab any section and drop it exactly where you want it, instead of clicking move buttons.
Acorn financing now open to DripJobs Pro
DripJobs Pro plan users can now access Acorn Finance — offer your customers financing options to help close bigger jobs.
See a contact's job schedule date at a glance
The contact profile now surfaces the job's scheduled date, so you can see when work is booked without digging into the job.
Add your tax registration number to invoices
A new Tax Registration Number field in Company Settings displays your registration number on invoices — handy for regions that require it.
Set tax rates inline in the proposal builder
Enter and adjust tax rates directly in the proposal builder and proposal templates — no more jumping to settings to change a rate.
📅 July 6–10, 2026
Deal cards show the proposal link before it's sent
Deal cards in the "Needs Review" stage now show a "View Proposal" link for unsent proposals, instead of displaying the appointment date.
Cleaner "Change Request" status badge
Fixed a garbled character in the proposal status badge separator when a proposal is in the "Change Request" state.
Right labels on customer views and work orders
Customer-facing views now show only client labels, while work orders show both labels for crew and contractor context.
New first-name keywords for drips, reminders & templates
Added {salesperson-first-name} and {user-first-name} dynamic keywords you can drop into drip sequences, reminders, and message templates.
DJ Chat search highlights your matched terms
Search results in DJ Chat conversations now highlight the matching words and phrases, so you can spot what you're looking for at a glance.
Metric Breakdown counts are now clickable
Numbers in the Metric Breakdown slide-out now link straight to filtered detail reports that match your current view parameters.
Customer Name column freezes while scrolling
In Jobs and Sales lists, the Customer Name column now stays fixed as you scroll horizontally — and the column was renamed for consistency.
Android: Client Notes save button no longer hidden
Fixed an Android issue where the Save button for Client Notes in proposals was partially cut off.
Acorn financing now available in Massachusetts
Acorn Finance is now live for Massachusetts-based tenants, with a $6,700 minimum loan requirement.
Training URLs: new type, icons & reordering
The Training URLs tool now supports an "Announcement" link type, custom icons, and drag-to-reorder in dropdown menus.
📅 July 2026 · Earlier updates
Reorder any proposal section
You now have full position control over every eligible section in a proposal — arrange them in whatever order tells the best story for the job.
Signed proposals are locked in time
The moment a customer signs, DripJobs saves an exact PDF snapshot of what they agreed to. Your records now reflect precisely what was signed — nothing shifts after the fact.
Know why a proposal gets rejected
Rejection reasons now include an expanded dropdown plus an "Other" option with a feedback field — so you finally capture the real why behind every lost proposal.
Send full job costing data to any app
A new Zapier trigger fires your complete job costing payload out to any connected app — pipe your numbers into spreadsheets, dashboards, or accounting tools automatically.
Move deals automatically with Zapier
A new Zapier action moves a deal to the stage you choose — automate your pipeline instead of dragging cards by hand.
Find a contact's most recent deal
A new Zapier action pulls the most recent deal tied to a contact, so your automations always act on the latest job — not an old one.
See who's opted out — everywhere
Drip & reminder opt-out status now appears across the Contact Record, Command Center, Deal Card, and Job Card, so you always know who's opted out before you hit send.
Sales by Source now tells the truth
Sales by Source reflects a contact's current lead source instead of an old invoice snapshot — so your attribution numbers finally match reality.
A cleaner Call With Quo experience
We redesigned the Call With Quo modal and cleaned up how it behaves — faster, clearer, and easier to use in the middle of a call.
Bulk-delete team members in one go
Admins can now remove multiple users at once, with partial-success handling that completes the ones it can and clearly reports any it can't.
No updates in this category.