The Sales & Jobs Pipeline
Every customer, every stage, every follow-up — organized in one drag-and-drop board. The pipeline is the backbone of DripJobs and the reason contractors close more jobs without working harder.
See how leads flow from cold to booked — with automated follow-ups at every stage.
Sales Pipeline — Turn Leads into Booked Jobs
Most contractors stop following up after the first message. Meanwhile, the customer goes with whoever responds next. The DripJobs sales pipeline fixes this by automating follow-up at every stage — so your leads get consistent, professional communication without you lifting a finger.
Leads flow into the pipeline from any source — Facebook lead forms, Angie, Thumbtack, your website, trade shows, or manual entry. The moment a lead lands in Cold Lead, DripJobs starts sending automated texts and emails encouraging them to schedule.
Automated Drips at Every Stage
Each pipeline stage has its own sequence of follow-up messages (drips). Cold leads get more aggressive outreach. Warm leads — customers who cancelled or aren't ready yet — get a gentler nurture cadence. You can use the default drips that come with your account or customize every message.
❄️ Cold Leads
Aggressive follow-up cadence. Automated texts and emails fire within the first hour and continue every few days. The goal: get them to book an estimate.
🔥 Warm Leads
Gentler nurture for customers who cancelled, no-showed, or aren't ready yet. Perfect for trade show contacts and long-term follow-up.
📅 Estimate Scheduled
Appointment reminders go out automatically. No more showing up to a locked house because the customer forgot.
📨 Proposal Sent
Follow-up drips nudge the customer to review and approve. They can e-sign and pay a deposit — all from the proposal link.
The difference is automated follow-up.
The best part? When leads are ready, they just book themselves. That's the magic — the pipeline does the selling while you focus on the work.
Built-In Pipeline Automation — Saving You Thousands
Most CRMs make you build automation from scratch — hiring consultants, connecting Zapier, building workflows manually. That can cost thousands of dollars and weeks of setup. DripJobs comes with pre-built automation because we already know the lifecycle of a contractor's client. Everything moves and fires automatically.
New lead comes in from Facebook, Angi, or your website
Lead is automatically added to your Cold Lead stage.
Follow-up texts & emails fire automatically
Within the first hour, your lead gets a text and email. More follow-ups continue every few days until they respond.
Customer books an estimate
The card automatically moves to Estimate Scheduled. No dragging, no manual work.
Appointment reminders go out
The customer gets automatic reminders before the estimate. No more locked doors or no-shows.
You send a proposal
The card automatically moves to Proposal Sent. Follow-up drips kick in to nudge the customer to approve.
Customer approves → invoice auto-generated
When the proposal is approved, DripJobs creates the invoice and work order automatically. The project moves to the jobs pipeline.
You move the job to In Progress
The customer gets an automatic notification that work starts tomorrow.
Project complete → review request fires
After final payment, an automatic review request goes out. More 5-star reviews without remembering to ask.
Jobs Pipeline — Manage Every Project to Completion
Once a customer books, they move into the jobs pipeline. This is where DripJobs keeps your active projects organized and your customers informed at every step — without you writing a single text.
Follow a project from scheduled → in progress → completed with automated customer updates at every stage.
Automated Communication at Every Stage
Every time you drag a job to a new stage, DripJobs fires a contextual message to the customer. Colors confirmed? They get an email. Starting tomorrow? Automatic reminder. Project complete? Review request goes out. Your customers feel like they're your only customer — even when you're running 20 jobs at once.
📋 Scheduled
Project is booked. Work orders are auto-generated and ready to send to your crew.
🎨 Colors Confirmed
Customer gets an automatic email confirming you received their selections. One less thing to remember.
🚧 In Progress
The day before you start, DripJobs notifies the customer automatically. No more showing up to a locked door.
✅ Completed
Invoice zeroed out, payment collected, and a review request fires automatically. The full cycle, closed.
Auto-Generated Work Orders
When a project is scheduled, DripJobs automatically creates a work order from the approved proposal. It includes the customer's info, address, and full scope of work — including any change orders. Send it to your crew via text, email, or Slack, and eliminate all questions about what was actually sold.
📄 Standard Work Order
Full scope of work with customer info and address. Your crew has everything they need in one link. Supports multiple languages for multilingual crews.
🔐 Secret Work Order
Same scope of work, but no customer information. Perfect for shopping jobs between subcontractors without giving away your client's details.
Work orders include a notes field — add payout amounts for subcontractors, special instructions, or anything your crew needs to know. The note shows at the top of the work order so nothing gets missed.
Job Costing — Know Your Real Numbers
Track every dollar in and out on each project. Add subcontractor costs, employee labor, materials, commissions, and miscellaneous expenses. DripJobs calculates your gross profit and profit margin in real time so you always know exactly how much money you're making.
👷 Labor Costs
Add employee and subcontractor costs per job. See exactly what you're paying out on each project.
🛒 Materials
Log material invoices (Sherwin-Williams, etc.) to track paint, supplies, and equipment costs per job.
💰 Expenses
Track commissions, color consultants, permits, and any other per-project costs that eat into your margins.
📈 Profit Margins
See gross profit and margin percentage per project. Then view all projects at a glance in the job costing dashboard.
Labels + Zapier — Automate Beyond the Pipeline
Labels let you tag deals with custom statuses like "Wash Needed," "Waiting on Materials," or "VIP." But labels aren't just visual — connect them to Zapier and trigger actions outside of DripJobs. When you change a label, Zapier can send a work order to a subcontractor, update a spreadsheet, notify your team in Slack, or anything else in your workflow.
⚡ Real Example
In Tanner's painting business, changing a label to "Wash Needed" automatically sends a work order to his pressure washing subcontractor. No phone calls, no texts — it just happens.
Fully Customizable Stages
Every business is different. DripJobs lets you add, remove, and rename pipeline stages to match your actual workflow. Whether you need a "Waiting on Colors" stage, a "Permit Pending" stage, or a "Final Walkthrough" stage — just add it and attach automated drips to keep your customer informed.
Why Contractors Switch to DripJobs for Pipeline Management
- Every lead gets followed up with — automatically, at the right time, with the right message
- Customers feel like your only customer — contextual communication at scale keeps them informed without you doing anything
- Nothing falls through the cracks — see every lead, every estimate, every active job in one view
- Work orders auto-generated — standard and secret versions, multi-language support
- Know your real profit margins — job costing tracks labor, materials, and expenses per project
- Automate beyond the pipeline — labels + Zapier trigger actions in external tools
- Review requests fire automatically — get more 5-star reviews without remembering to ask
- Leads book themselves — consistent follow-up turns cold leads into booked estimates
Ready to Organize Your Business?
Set up your pipeline in minutes. DripJobs handles the follow-up — you handle the work.
Get Started → or Book a Demo →