DripSense — AI insights on your metrics
DripSense reads your metrics and surfaces what they actually mean, so you get the takeaway instead of another chart to interpret.
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📅 September 2, 2026 · This week
Multiple phone numbers and emails per contact
Contact records now hold a collection of phone numbers, emails and addresses. Communications still send to the primary phone and email. Note: contact merging and duplicate matching are not part of this — those remain separate.
Show US & Canada holidays on your calendars
A per-user option to display US or Canadian holidays on the Appointments and Job Schedule calendars, so you stop booking installs on Thanksgiving.
Drips no longer send after being disabled
Fixed drips that kept sending even after they were switched off at the Project Completed stage.
Job Costing Complete Zapier trigger fires again
The Job Costing Complete trigger wasn’t firing automatically, so downstream Zaps never ran. It now fires on completion as expected.
“View Details” no longer overlaps line item text
Fixed the View Details button on package selection cards overlapping the line item text underneath it.
Clearer “View Details” link in the Customer Portal
Replaced the small info icon on package line items with a plain “View Details” link, so customers can actually tell there’s more to read.
Accepted package total updates in Contact Deals
The accepted package total wasn’t refreshing in the Contact Deals view, leaving a stale figure on screen.
Bigger, more obvious hero image upload
Increased the size and prominence of the proposal hero image upload button — people were missing it entirely.
Faster proposal sends with real loading feedback
Fixed a delay when sending proposals on mobile, and added loading feedback so it no longer looks like nothing happened after you tap send.
Booking form keeps your place after picking a date
The booking form jumped back to the top after selecting a date. It now restores your scroll position.
Blast email opens now show in the Performance tab
Opened emails weren’t being reflected in the Blast Email Performance tab, making campaigns look worse than they performed.
Cleaner unsubscribe experience in the Customer Portal
UX improvements to the Customer Portal unsubscribe flow.
Job address column on the Jobs List
Add the job address as a column on the Jobs List, so you can scan where work actually is without opening each job.
Email and phone columns in Metrics Reports
Metrics reports that show a contact name can now show that contact’s email and phone alongside it.
📅 August 13, 2026
Catch a too-small deposit before you send it
A proposal whose calculated deposit falls below Stripe’s processing minimum is now flagged before you can send it. Anyone who hits an older proposal sees a clear message to contact you instead of a generic payment error.
Column management comes to the Sales List
Show, hide and drag-to-reorder columns on the Sales List, save your own named views, and freeze columns — with Default, Sales and Minimal presets.
No more false “Not included” banner on change orders
An approved change order that’s already reflected in the invoice total no longer shows a “Not included” warning on the customer-facing invoice.
“Pay with Other” no longer defaults to Check
The default payment method under “Pay with Other” is now configurable, and Check can be removed entirely. Action needed: if you don’t accept checks, update your payment method options in Company Settings.
Stripe card payments always land on the invoice
Fixed a case where a successful Stripe charge could fail to record on the invoice and its payment history — leaving a paid invoice showing as unpaid.
A missing attachment no longer breaks the proposal
A proposal referencing a missing or corrupted attachment image now loads normally in the Customer Portal instead of throwing a fatal error.
Send yourself a test drip email
Proof any drip email before it goes live. The test uses your current unsaved draft, fills every keyword with sample data, is marked [TEST], and never touches Activity, deal records or live drip logic.
New accounts start on {salesperson-name}
Default templates and auto-generated content for newly created accounts now use {salesperson-name} instead of the deprecated {assigned-user} keyword. Existing accounts are unaffected.
Change Orders list works properly on mobile
Each row now has the same “View” dropdown available on web, and tapping a change order ID opens its detail view instead of doing nothing.
📅 August 10, 2026
Readable section ordering on your phone
The Proposal Builder’s section order list (Hero Image, Trust Builders, Client Notes…) no longer wraps titles one word per line on mobile.
Crew notes now print on the work order PDF
Crew notes added to area substrates were missing when a work order was downloaded as a PDF. They now reach the crew on the printed copy.
First name resolves in invoice payment instructions
The First Name keyword worked in proposal payment instructions but showed as literal placeholder text on invoices. Customers now see their actual name.
Up to 5 documents per category, plus custom categories
Every Customer Portal document category now holds up to five files instead of one, and you can create unlimited custom categories with your own title and icon color.
Manual inbox replies show up in Activity
A reply sent manually from the Inbox on an existing email thread now creates an Activity entry, so your communication history is complete.
One keyword for the assigned salesperson
Removed the redundant {assigned-user} keyword — it always resolved to the same value as {salesperson-name}. All 37 templates were audited and updated.
📅 August 3, 2026
Percentage payments respect optional content
Percentage-based deposits and payments now calculate against the real proposal total, even when optional areas, optional items or packages are involved.
Job Costing and proposals agree on pre-tax revenue
With Pre-tax invoice enabled, the proposal detail view showed revenue from the total instead of the subtotal. Both now report the same pre-tax figure.
Costing-active jobs now appear in the dashboard
Jobs showing as “Costing Active” at the proposal level were missing from the Job Costing Dashboard under every status filter, date filter and name search.
Column management on the Jobs List
Show, hide and drag-to-reorder columns, save named views, and freeze columns so key fields stay visible while scrolling. Ships with Default, Sales, Production, Accounting and Minimal presets — and CSV export matches exactly what you have showing.
Appointment request badge matches the list
The Appointments calendar’s “new requests” badge could show a higher count than the requests actually visible in the pending list.
Three unified reports replace nine pages
Closed Deals, Sales and Production each replace several near-duplicate report pages, with filters covering the same cuts of the data. Links to the old pages redirect with the matching filter pre-applied.
Township addresses accepted everywhere
Addresses in townships (e.g. Shelby Township, MI) were rejected as missing a city across booking forms, contact and deal addresses, Company Settings, proposal job addresses and scheduling.
📅 July 20, 2026
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.
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 contractors, 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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