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

Bug Fixes

• SMS Setup: Resolved issue preventing Australian users from searching and selecting SMS numbers after registration approval - international users can now complete SMS configuration successfully
• Customer Management: Fixed missing credit card icons in Customer List view - payment status indicators now display correctly for customers with saved cards
• Billing: Resolved issue where payments appeared in the Payments section but weren't reflected on corresponding invoices - payment applications now display accurately across all views
• Dispatch Board: Fixed delay in table updates after assigning crew to visits through the pop-up modal - crew assignments now appear immediately without requiring a page refresh
• Scheduling: Resolved issues with the Extend Recurring Series popup displaying duplicate overlays and incorrect dates - users can now extend recurring events reliably
• Scheduler: Fixed date handling errors that occurred during end date validation - improved system stability for date-related operations

Have feedback or questions about these updates? Contact our support team.

Customer Portal Enhancement

• Paid invoices now automatically appear in customer portals regardless of send status
• Customers can view their payment history without requiring invoice emails
• Particularly beneficial for businesses using daily or weekly billing cycles

Payment Method Storage Controls

• Enhanced functionality for "Require a payment method on file" setting in Settings > Invoices, Estimates and Receipts
• When turned off, customers now have the option to opt in/out of saving payment methods during checkout
• When checked, payment methods are automatically stored (existing behavior)
• Useful for property managers and businesses handling multiple properties or large project billing

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

Bug Fixes

• Property Management: Fixed issue where users were unexpectedly redirected back to the main Property page when adding line items from Events from the Events Assigned to this Property list - you can now complete the add line process without interruption
• Automation: Resolved problem where sequence automations weren't triggering after estimate approvals - automated workflows now fire reliably when customers approve estimates
• Payments: Corrected misleading "card on file" message that appeared even when no payment method was saved - payment screens now accurately reflect available payment options
• Billing: Fixed tax rate calculation issue when "Use Property Location for Tax Rate" setting was enabled - invoices now apply the correct tax rate based on property location, even when ZIP codes are in overlapping counties
• Auto-Charge: Resolved duplicate charging issue where credit cards were charged multiple times when using auto-charge on invoice creation after sending the invoice - cards are now charged only once as intended
• Payment History: Fixed incorrect timestamps displayed in auto-charge history - payment records now show accurate date and time information

Improvements

• Property Notes: Added visual confirmation messages when updating or adding property notes - you'll now see clear success notifications confirming your changes were saved
• Notifications: Updated message notification icon to show only unread conversations instead of all open conversations - reducing notification noise so you only see alerts for messages that need your attention

Have feedback or questions about these updates? Contact our support team.

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

Bug Fixes

• Billing: Fixed automatic charge attempts that were triggering immediately after invoice creation despite no retry rules being configured
• Customer Statements: Resolved issue where the email builder wouldn't load when sending customer statements - users can now successfully compose and send emails
• Account Access: Fixed blank screen issue that prevented viewing customers and invoices for specific accounts
• Automations: Restored functionality for legacy review automations that weren't firing when customers left 4-5 star ratings

Improvements

• Discount Fields: Enhanced discount field validation to only accept numeric values between 0-100 with proper formatting across all invoice and estimate pages
• Invoice Security: Disabled discount modifications on fully paid invoices to prevent accidental changes to completed transactions

Have feedback or questions about these updates? Contact our support team.

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

Bug Fixes

• Invoices: Fixed endless loading wheel when attempting to edit invoices - users can now successfully modify invoice details without getting stuck
• Customer Portal: Resolved authentication error that briefly flashed on screen when customers accessed their invoices through portal links
• Billing: Fixed subscription renewal issues that were incorrectly combining charges and locking users out of their accounts
• Notifications: Fixed notification bell to properly display when estimates are accepted through the customer portal or CRM
• Invoices: Corrected workflow issue where completed visit information wasn't being added to existing pending invoices after they were edited
• Invoices: Fixed missing custom fields on invoices automatically generated from visit completion or level billing contracts
• Payments: Fixed payment note editing so new text properly replaces existing notes instead of duplicating the original content
• Notifications: Improved delivery timing for mobile push notifications when customers accept estimates - notifications now arrive immediately
• Dispatch Board: Fixed item and service search dropdown that was disappearing when hovering over results while adding line items
• Navigation: Resolved infinite loading issue with breadcrumb navigation when viewing customer profiles with apostrophes in their names
• Address Selection: Fixed country and state dropdown fields to automatically update correctly when selecting addresses through Google Maps integration

Improvements

• Customer Import: Updated sample file template with clearer formatting, better examples, and more comprehensive field guidance

Have feedback or questions about these updates? Contact our support team.

What’s New:

We’ve brought the same high-converting magic from the Estimates Page redesign to the rest of the Customer Portal — now fully optimized for faster payments, easier invoicing, and smoother tipping.

This is more than a visual update — it’s designed to put more money in your pocket and reward your team.

Why It Matters for Your Business:

These upgrades directly impact your bottom line:

• 💳 Get paid faster → streamlined payment flow + easier card storage
• 📱 More mobile-friendly → most customers use their phones, now the portal works perfectly on them
• 💸 Get tipped more → guided tipping experience improves conversion
• 👥 Track team performance → tip tracking by employee is coming soon
• 🔒 Fewer payment errors → improved Stripe integration and card handling

What’s Included:

🧾 Invoice Page Redesign

• Cleaner, easier-to-read invoices
• Fully mobile-optimized experience
• Faster load times and improved navigation

💳 Payment Improvements

• Smoother credit card entry and updates (via Stripe’s latest APIs)
• One-click payment experience from mobile devices
• Better error handling and fewer failed transactions

🎁 Tipping System Overhaul

• Guided tipping options (10%, 15%, 20%, or custom)
• New design encourages more generous tipping
• Tip assignment by employee coming soon (aligned with new No Tax on Tips legislation)

Who This Affects:

• Already using the Customer Portal?

These updates are live in your account — no setup required. Just send invoices like normal and enjoy the smoother flow.

• Still sending paper or PDF invoices?

You’re missing out — the upgraded portal is built to increase tips, reduce admin time, and get you paid faster.

✨ Enhancement:
When creating or editing a visit, you’ll now see Level Billing indicators directly next to line items when searching and selecting them from the line item dropdown menu, making it easier to spot which ones are included in the Level Billing plan and which will be invoiced separately.

🪲 Issue:
When downloading a PDF that includes multiple estimates or invoices, the invoices or estimates overlapped each other and became difficult or impossible to read.
✅ Resolution:
This formatting issue has been fixed, and downloaded PDFs with multiple estimates or invoices now display all text clearly without any overlapping.
​
🪲 Issue:
Visits generated from multi-step programs were not correctly carrying over the set tax amounts for each line item.
✅ Resolution:
Visits now correctly inherit the predefined tax amounts from multi-step programs, ensuring accurate tax rates and correct totals.
​
🪲 Issue:
In some cases, invoices showed a negative year as the invoice date if the line item(s) didn’t have a date selected.
✅ Resolution:
This issue has been fixed by adding guardrails so that invoices now use a valid date, even if one or more services don’t have a date filled in.

What’s New:

We’ve rolled out a massive upgrade to the Copilot Email Builder — built to give you more control, better deliverability, and a faster, smoother workflow when creating emails. Whether it’s an automated campaign or a one-off send, you’ll now be able to design with more flexibility and confidence.

Why It Matters for Your Business:

These changes are all about helping you send better emails, faster — and get better results:

• ✍️ Polished, professional designs with more editing tools and layout options
• 📬 Higher open and engagement rates with support for preheaders and meta tags
• 💡 Smarter workflows with test sends, previews, and one-click saving
• 📱 Mobile-ready layouts to ensure your emails shine on every device
• 🧠 Peace of mind with undo, version history, and device-specific visibility

What’s Included:

✨ Design & Editing Upgrades

• Brand-new toolbar for faster access to preview, test, save, and support
• One-click save to protect your work as you go
• Improved testing tools for desktop, tablet, and mobile previews

⚙️ Enhanced Email Settings for Deliverability

• Preheader text (next to your subject line in inboxes) = more opens
• Support for meta tags: subject, title, and language = cleaner HTML + better compatibility
• Full background image support for immersive branding

📦 New Content Blocks

• Add HTML, Video, Menu, Table, Emoji, and more with new drag-and-drop blocks
• Fine-tuned text formatting for clean, flexible layouts

🛠️ Advanced Controls

• Undo & version history to fix mistakes quickly
• Device-based visibility (show/hide blocks based on screen)
• Custom icon support
• In-app image editing (filters, brightness, crop, and more)

Who This Affects:

• Already using the Email Builder?

The upgrades are live in your account now—no action required. Just click into any email to see the new features in action.

• New to Email Marketing in Copilot?

There’s never been a better time to get started. The new builder gives you all the tools you need to create high-performing campaigns.

We’ve rolled out a major infrastructure upgrade to improve the speed and reliability of Automated Actions in Copilot — the system that powers things like email sends, text notifications, invoice generation, and more.

✨ What’s New

• 🔄 Migration to Amazon Aurora — a high-performance database up to 5x faster than standard systems
• 🧠 50% reduction in database load, improving speed and reliability platform-wide
• ⚙️ Faster execution of automated workflows during peak hours
• 💪 Stronger infrastructure using scalable SQS queues
• 🔁 Faster failovers, continuous backups, and seamless scaling during peak demand

🔧 Why It Matters

These upgrades make Copilot faster, more reliable, and built to scale with your business.

You’ll notice:

• ⏱️ Quicker load times
• 🔐 Improved uptime
• 📈 More consistent performance during high-volume operations

This project was rolled out in phases to reduce risk, monitor performance, and ensure a smooth transition. It’s now fully deployed and live across all accounts.

🪲 Issue:
When editing an invoice, users were able to reuse invoice numbers that had previously been deleted, which caused confusion and duplicate invoice numbers.
✅ Resolution:
The system now correctly prevents users from assigning an invoice number that was used by a deleted invoice, ensuring invoice numbers remain unique and consistent.
​
🪲 Issue:
When downloading a PDF version of an invoice or estimate, bullet points in item descriptions appeared as incorrect icons instead of the standard bullets shown in the app.
✅ Resolution:
This display issue has been fixed, and bullet points in downloaded PDFs now correctly appear as standard bullets, matching how they look in the app interface.
​
🪲 Issue:
When setting the default invoice date to "The date of the last service added to the invoice before it is sent", the system incorrectly used the send date instead of the actual last service date from the invoice.
✅ Resolution:
The system now correctly uses the date from the last line item added to the invoice, whether from an event or manually entered, as the last service date, restoring the intended behavior.