A new Copilot update is now available, including several bug fixes.

Bug Fixes

• Payments: Fixed an issue where refunding a credit card payment with a processing fee applied to a customer’s credit balance would fail. This occurred when the credit balance was lower than the original payment amount due to the processing fee.
• Invoices: Fixed an issue where a customer profile did not display the same invoice due dates as the invoices themselves.
• Vendors/Suppliers: Fixed an error that occurred when attempting to edit the Type field on a vendor or supplier.

Have feedback or questions? Contact our support team.

New update for Copilot, including several bug fixes and improvements:

Bug Fixes

• Schedule: Fixed an issue that caused the date picker to appear behind the Move Events Pop-up, preventing a date from being selected.
• Quick Dispatch: Fixed an issue that caused an endless loading screen when duplicating a Quick Dispatch template.
• Quick Dispatch: Fixed an issue where Properties with assigned default services were not correctly applied when added to an existing Quick Dispatch template. Services are also no longer automatically attached based on previously added properties.
• Quick Dispatch: Fixed an issue in the Quick Dispatch Template editor where clicking into or out of editable fields (like BH or Pricing) unexpectedly reordered the property list. This was resolved by briefly disabling drag-and-drop after exiting an input field.
• Quick Dispatch: Fixed an issue where adding a new customer (property) to a Quick Dispatch Template unexpectedly erased or reset all previously entered or edited services. Now, selecting a new service will not overwrite properties that already have that service.
• Reports: Fixed an issue that caused the Revenue by Customer report to not load due to high memory usage.
• Reports: Fixed an issue where payments would show up under the wrong date in the Revenue by Customer report.
• Recurring Events: Added validation to prevent users from entering “0” in the frequency when creating a recurring event. This was causing the system to not create any visits.
• Subscriptions: The issue where the subscription charge for the account would get delayed has been fixed. Previously, a check for validity or expiration before renewal caused users to be locked out of their accounts due to a “failed” payment. Now, a buffer is given to allow the payment to clear before checking for expiration.

Improvements

• Recurring: Event statuses are now clearly displayed on the Customer Detail and Recurring Events List pages. Status chips will be displayed for events that are running or paused due to an off-season. If an event will stop or start again within the next 30 days, the status will show the action and the date (e.g., “Pauses Jan, 01”). If the change is more than 30 days away, the label only shows the current state (“Running” or “Paused”). This helps you quickly see near-term schedule changes. Events that will start later or have already finished will not show a status.

Have feedback or questions? Contact our support team.

We are excited to announce a significant enhancement to the FieldForce mobile app that improves your documentation, reduces risk, and provides better context for your crews: the ability to add media directly to both Visit Details and Property Records.

This feature helps your team capture critical visual information in real-time, ensuring that essential documentation is always connected to the right job or location.

Key Benefits for Your Business

• Robust Job Documentation: Capture more than just standard before/after photos. Document damage, tricky access points, specific equipment setup, and complex areas directly within a specific Visit.
• Persistent Property Context: Media saved at the Property Level lives beyond a single job. This ensures that every returning crew member has access to crucial, historical visual context, reducing errors and saving time on recurring service calls.
• Risk Mitigation: Create clearer visual records to protect your business against disputes, clarify callbacks, and serve as valuable assets for team training.

How to Use the New Media Capture

Using this feature is quick and intuitive for your field team:

1. Open the FieldForce mobile app.
2. Navigate to a specific Visit or Property record.
3. Tap the Event Media or Property Media sections to add photos or videos directly from the app.

Important Note on Permissions:

This feature fully respects your existing Copilot platform permissions. If you do not wish field workers to add media to certain objects, you can easily control and restrict those permissions within the Copilot platform settings.

(Available exclusively for Copilot Enterprise Customers)

We know that for a growing home service business, closing the deal is only half the battle. The real stress comes from managing all that accepted, high-value work that isn't ready for the calendar yet. You need a way to protect that revenue and keep your schedule clean without relying on sticky notes and spreadsheets.

As promised, we've delivered two powerful new features built specifically for scaling Enterprise businesses: Waitlist and Unscheduled Work tools.

With this update, you gain complete visibility and control from the moment a customer says "yes" until the job is fully scheduled.

Introducing: The Waitlist

The Waitlist is your new reliable "parking spot" for future or time-sensitive events that shouldn't clutter your main schedule. It ensures that no profitable job is forgotten, helping you maximize crew time and capacity.

Key Features of the Waitlist:

Dedicated Space: Create and hold events that are not yet scheduled in a single, organized view.

Date Ranged: Assign an Earliest Date (when the job can start) and a Latest Date (when the job must be done by).

Intelligent Tags: Events are automatically labeled to help you prioritize:

• Upcoming: Future events that are not urgent.
• Due Soon: Events with a latest date within the next seven days.
• Overdue: Events that have passed their latest date.

Flexible Creation: Add an event to the Waitlist from:

• Creating a new visit from scratch.
• The estimate creation flow.
• Multi-Step Programs.
• Turning an existing scheduled event back into a Waitlist event.

Seamless Scheduling: Move events to the calendar easily:

• Quick Schedule: Select the event and click the calendar icon to schedule it for a single day.
• Advanced Scheduling: Access the event details page for multi-day scheduling, start times, and other detailed adjustments.

Schedule Visibility: View eligible Waitlist events directly on the schedule calendar to quickly add them to the schedule while viewing crew availability for the week.

Filter & Search: Filter the Waitlist by criteria like Customer, Property, Budgeted Hours, and Assigned Crew to match waiting work to available capacity instantly.

Note: Waitlist is currently supported for one-time jobs and multi-step programs. Support for recurring jobs is coming soon!

Introducing: Unscheduled Work

The Unscheduled Work page provides a single source of truth for all accepted work that is sitting outside of your schedule or Waitlist.

Key Features of Unscheduled Work:

Centralized Tracking: See a comprehensive list of all accepted estimates that have one or more line items that have not yet had visits created.

Flexible Views: Group your unscheduled work for easy management:

• By Estimate: View line items grouped under their parent estimate.
• By Customer: See all unscheduled work for a specific customer across multiple estimates.
• By Service Category: Group items based on the type of service needed.
• No Grouping (Flat List): View all individual unscheduled line items.

Actionable Management: For any unscheduled line item, you can:

• Create a New Visit: Automatically pull estimate details (name, customer, line item) into the new visit flow.
• Add to an Existing Visit: Combine multiple line items onto a single existing scheduled event.
• Move to Waitlist: Create a new Waitlist event directly from the unscheduled line item if the timing is not yet right.
• Mark as Scheduled: If the work was handled in a different scheduling flow, manually mark it as scheduled to clear it from the view.

Detailed Filtering: Use granular filters (Customer, Property, Service Category, Budgeted Hours) to identify specific work that fits your current capacity needs.

Clear Statuses: Estimates are automatically marked as Partially Scheduled (if some line items are scheduled) or removed completely when all line items have been scheduled/waitlisted/marked as done.

How This Helps You Scale:

These tools give Owners, GMs, and Admins the confidence that every dollar of accepted work is accounted for and actively managed, allowing you to grow your business predictably and profitably.

Start using these features now! Check out the full walkthrough videos for Waitlist and Unscheduled Work.

We are excited to announce a highly requested feature to improve user adoption and operational efficiency for teams utilizing Spanish-speaking field technicians.

The Field Force Mobile App now includes full, native Spanish language support. All menu items, labels, buttons, and system messages within the mobile application are now translated.

Key Benefit: This ensures maximum clarity and reduces potential user error for Spanish-speaking team members, leading to faster data entry and higher overall app usage.

How Technicians Can Activate It:

1. Ensure the Field Force app is updated to the latest version.
2. Navigate to Calendar within the Field Force mobile app.
3. Select the question mark (?) icon at the bottom left side of the screen.
4. Locate the Set language dropdown option.
5. Select Spanish.

The app will immediately refresh with the selected language

New update for Copilot, including several bug fixes and improvements:

Bug Fixes

• Reports: We fixed an issue that was causing the "Revenue by Customer" report to show an error page.
• Estimates: Scheduled estimates will now keep their scheduled status when you create an invoice from them (they were incorrectly switching back to "unscheduled").

Improvements

• Estimates: If you schedule a line item from an estimate that hasn't been accepted yet, you'll now see a confirmation message. This message lets you know that scheduling the item will automatically update the estimate’s status to "Accepted."

Have feedback or questions? Contact our support team.

Seasonal services are a huge part of how many home-service businesses operate. Off Seasons in Copilot make it easy to pause those recurring visits whenever your team isn’t performing the service.

But until now, adjusting Off Seasons for a large number of recurring series could be slow, unreliable, and sometimes fail entirely.

That changes today.

Our founder walks through how Off Seasons work and why this upgrade matters:

We’ve introduced a background queue system that processes all Off Season updates safely and reliably, even when you’re updating 100+ recurring series at once.

What this means for your business:

• Edits won’t fail anymore. Even large batches process fully.
• You can keep working while Copilot handles the updates in the background.
• You can log out or close Copilot and your updates will continue running.

Why this matters

For teams that rely on recurring schedules, Off Seasons make it easy to pause work during for example, winter, then quickly update those dates based on real-world conditions.

If the weather stays warm longer than expected, you can extend the season a few weeks. If winter arrives early, you can end the season sooner. Copilot will automatically add or remove visits across all assigned recurring series, accurately and without breaking.

This upgrade ensures your scheduling stays dependable as your business grows.

Never Forget to Schedule an Estimate Again 🗓️

You can now see the scheduling status for every estimate and estimate line item — at a glance. With this update, you can:

• Instantly spot which estimates haven’t been scheduled yet
• Add unscheduled work to existing or new visits
• Eliminate missed jobs and boost follow-through across your team

This lays the groundwork for our upcoming Waitlist, designed to help you stay on top of accepted work that hasn’t been scheduled yet.

👀 Coming soon: Waitlist is just around the corner.

Bug Fixes and Improvements for November 13, 2025

The new update for Copilot also included several bug fixes and improvements:

Bug Fixes

• Schedule: Fixed an issue that prevented users from selecting a date in the date picker when using the re-order events modal on the schedule.
• Schedule: Fixed an issue where the confirmation for moving events on the schedule appeared behind the grayed-out background when using the re-order events modal on the schedule.
• Schedule: Fixed an issue where removing events on the scheduling using the re-order events modal would reload the page to a different calendar view than previously.
• Invoices: Fixed an issue that changed quotation marks to rectangles when downloading a PDF version of the invoice.
• Recurring Series: Fixed an issue when editing a recurring series that contains completed events in the future; selecting the “Count of Events” option causes the system to create an incorrect number of events.
• Recurring Series: Fixed an issue when scheduling recurring visits using either the “On day” or “On the” options with Monthly or Yearly frequencies; the system is not consistently generating visits for every expected interval.
• Recurring Series: Fixed an issue when some indefinite recurring series were showing that they had an end date on 12//31/1996
• Recurring Series: Fixed an issue where the “apply updates to the series starting on” date was preventing users from changing which date the next visit fell on. For example, not allowing the user to update the weeks on which the bi-weekly recurring series creates visits.

Improvements

• Off-seasons: Introduced a new queuing system for updating the dates of an off-season. Now, when you need to change the start date or end date on an off-season, a queue on the backend will reliably update each recurring series that has the updated off-season assigned to it. This allows you to keep working inside of Copilot or fully close Copilot while the off-season updates are being made on the recurring series. The process may still take some time to update the schedule if you have a large number of recurring series, so we recommend updating the off-season and giving it some time to process before checking the schedule for updates.

Have feedback or questions? Contact our support team.

New update for Copilot, including several bug fixes and improvements:

Bug Fixes

• Automated SMS messages: We have resolved an issue that caused delays for some users in sending text messages through a Legacy Automation action. Although the automation was triggered, the messages were not sent for up to a week. Now, all text messages sent through legacy automations should be delivered within a few minutes.
• Aerial Measurements Calculator: Resolved an issue where a random property address displayed after switching to a different property under the same customer previously viewed in the aerial measurements calculator.
• File Uploads: Resolved an issue where file uploads for estimates, invoices, to-dos, meetings, and equipment failed to save the attached files.

Improvements

• Off Days Preference: We have updated both the "Create New Visit" and "Edit Recurring Series" pages to incorporate the Off Days setting found in Settings > Preferences. If the company decides not to operate on Saturdays, Sundays, or both, you will no longer have the option to select those off days when creating or editing a recurring series. Additionally, we have added a tooltip on the edit/create pages to explain why those days are unavailable. Please note that single visits can still be scheduled on off days, allowing for flexibility with one-off jobs or projects.

Have feedback or questions? Contact our support team.

You can now upload videos that are up to 2.5 times larger! This means you can create longer, higher-resolution videos for walkthroughs, estimates, project updates, upsells, and maintenance notes—no more cutting things short.

We’ve also enhanced video uploads for improved quality and speed:

• Sharper detail and clarity with smart compression
• Faster uploads, allowing teams to get back to work quickly
• Increased file sizes from 200MB (5-minute HD video) to 500MB (13-minute HD video)

These upgrades lead to better and faster communication with your team, ensuring everyone stays on the same page when tackling complex tasks! 🎥