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.
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📅 July 6–10, 2026 · This week
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.
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