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

Bug Fixes

• Invoicing: Fixed an issue where combining invoices could show an incorrect discount percentage when you edited the combined invoice, so the discount percent now reflects the true discount based on the combined subtotal instead of being incorrectly added together.
• Invoicing: Fixed an issue where completing a visit in Field Force ****could fail to generate an invoice in some cases, so eligible visits now create invoices reliably and skipped invoicing is logged with a clear reason for easier troubleshooting.
• Dispatch Board: Fixed an issue where events could still appear under the Unassigned Employees filter after you assigned them, so the Crew and Employee columns and the filtered event list update immediately without needing a page refresh.
• Dispatch Board: Fixed an issue where unassigning or changing a crew or employee could require a page refresh before the event list updated, so the Dispatch Board now automatically refreshes the filtered list after changes from both the event details popup and bulk assignment.
• Items and Services: Fixed an issue where exported CSV files could include formatting tags in descriptions and break columns in spreadsheets, so descriptions export as clean text and quotes are handled correctly.
• Expenses: Fixed an issue where editing an expense date could show an internal error when the expense had an assigned employee but the Employee field was left blank, so you can save date changes successfully without needing to select an employee.

Improvements

• Billing: Updated the registration, upgrade, and downgrade flows so new signups can choose a plan up front, upgrades take effect immediately with prorated billing, and downgrades can be scheduled to apply at the end of the billing period.
• Billing: Improved the Upgrade page to show the current subscription clearly, display only active plans, and label plan actions appropriately (Upgrade vs Downgrade) so it’s easier to understand what will happen before making a change.

Have feedback or questions? Contact our support team.

• Lock screen clock-in reminders are now available on Android (iOS already supported).
• Improved time clock consistency by preventing refreshes while clock-in and clock-out actions are still processing.
• Reduced timer flicker and state rollback during offline sync and pull to refresh.
• Added a warning when clocking out while an event timer is still running, guiding users to stop the active timer first (works online and offline).
• Updated event details to show only the event timer, removing unrelated global clock-in indicators.
• Extended sign-in session from 14 days to 30 days to reduce unexpected logouts.

If you want your business to grow without problems, you need to fix small mistakes before they turn into big ones.

A common problem in home service businesses is a missed clock-in. It can seem small, but it can cause big issues later. You might be stuck on a Friday night trying to find crews, fix payroll, and figure out where your profit went.

We’re starting to make Field Force more helpful, so this happens less often.

Lock-Screen Reminders

We added automatic clock-in reminders on your crew’s lock screen. If they arrive at a job and haven’t started the clock, Field Force sends a notification. This helps make sure time is tracked right away, without you chasing it later.

Next Job Flow

Staying efficient means staying on track. Now, after someone finishes a visit, meeting, or to-do, Field Force prompts them to go straight to their Next Job. No more jumping back to the list. One tap, and they’re ready for the next stop.

Update the iOS app in the App Store today!

The Android update will be coming very soon.

More updates coming very soon to improve time clock reliability and more.

The Copilot Team (soon to be Homeworks)

New update for Copilot, including several bug fixes:

Bug Fixes

• Marketing Emails: Fixed an issue where clicking the unsubscribe link in a marketing email did not consistently add the “Unsubscribed” tag to the customer profile, so opt-out status is reflected correctly.
• To-Dos: Fixed an issue where indefinite recurring to-dos could automatically inherit the company’s default Off-Season pause even when “Pause During Off-Season” was not enabled, so tasks generate as expected unless you intentionally pause them.
• Schedule: Fixed an issue where budgeted hours could show different totals between Month and Week views for weeks that span two months or years, so capacity numbers stay consistent across views.
• Dispatch Board: Fixed an issue where switching to Satellite view could refresh the page and revert to the standard map, ensuring your map view selection remains as selected.

Have feedback or questions? Contact our support team.

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

Bug Fixes

• Emails: Fixed an issue on Emails Sent / History where filtering by an email address could freeze or lose results when paging. Searches that include “@” are now preserved correctly across pages, and pagination follows the updated common template.
• Dispatch Board: Fixed an issue where Shift+selecting a range in the visit table did not select the same visits on the map. Bulk selections now stay in sync so all selected rows are reflected as selected pins.
• Customers: Fixed an issue where adding or removing customer tags was incorrectly restricted to users with Items & Services privileges. Team members who can access Customer Details can now manage tags (including bulk tag updates) even without Items & Services access.
• Items & Services: Fixed an issue on iPhone where searching for items or services containing quotation marks could fail or return no results. Search now supports both " and ″ and treats them consistently, so services with quoted names are easier to find on mobile.
• Schedule: Fixed an issue where filtering visits by tags containing special characters (like &, !, or #) could show no results in Calendar view. Tag filtering now works correctly in both Calendar and Grid views.
• Schedule (Grid View): Fixed an issue where the Status filter selection could reset to “Any Status” after a page refresh and become difficult to change. Your selected status now persists and the grid updates correctly based on that filter.
• Customers: Fixed an issue where deleted services could still appear in the Services dropdown when filtering by Service Date Range or Service Completed or Invoiced, so only active services are shown.
• Estimates / Customers: Fixed an issue where creating a new customer from the Estimates page incorrectly required Contact Person First Name and Last Name. Those fields are no longer mandatory, and the same corrected behavior now applies across Estimates, Invoices, Chemical Applications, and Add New Property.
• Payments: Fixed an issue on the Add Payment page where adding a credit card could get stuck and never advance to the card entry step. The Add Credit Card and Add Bank Account popups now open and behave consistently with the Customer Details page.
• Schedule: Fixed an issue that could trigger an error when saving a recurring event without any valid recurrence rules. Copilot now validates recurring settings before saving and prompts you to complete any missing fields (daily interval, selected weekdays, monthly rules, or yearly date) so the schedule can be created correctly.
• Customers / Invoices / Estimates: Fixed an issue where a specific user could see a blank screen when opening Customers, Invoices, or Estimates from the Members page due to a Stripe-related error.
• Estimates: Fixed an issue where saving an estimate could show an error ID and remove line items and services during the save process, preventing estimates from being created with missing items after submission.

Improvements

• Customers: Standardized the Add New Customer popup across multiple pages using a shared template, ensuring consistent validation and behavior wherever you create a customer.

Have feedback or questions? Contact our support team.

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

Bug Fixes

• Automations: Fixed an issue where Automations in Review did not display automation names, making it hard to tell which automations were awaiting review.
• Automations: Fixed an issue where automation names in Automations in Review could display with an extra “-”.
• Dispatch Board: Fixed an issue where adding an accepted estimate item to an existing visit did not immediately update the displayed BH until the visit was saved or reopened, so the BH now refreshes right away when line items change.
• Mobile (Field Force): Fixed an offline sync issue where time tracking entries for crews on the same visit could fail to sync correctly (including clock-out and general work time), so employee time now updates more reliably across devices and in Copilot when connectivity is spotty.
• Mobile (Field Force) / Schedule: Fixed an issue where visits closed in the Field Force app could show an incorrect completion time on the web app, so the completion time now matches when the visit was actually closed.
• Dispatch Board: Fixed Safari drag and drop issues that could cause inconsistent behavior when using Dispatcher Notes, improving reliability on desktop Safari and mobile devices.
• Dispatch Board / Routing: Fixed an issue where moving a routed visit to a different day could clear its route order but still show it as routed on the map, so the pin style now stays in sync with the visit’s routing state after the move.
• Estimates: Fixed an issue where the Budgeted Hours (BH) field could be locked and uneditable when Rate Matrices were enabled, even for services that are not part of a rate matrix. BH is now editable for non-Rate Matrix services and only locked for Rate Matrix services in both Add and Edit Estimate flows.
• Dispatch Board: Fixed an alignment issue in the totals bar at the bottom of the table so each total now lines up correctly with its column header, reducing confusion when reviewing employee time data.
• Customers: Fixed an issue where opening a customer profile could result in a blank white screen, preventing access to customer details.
• Payments: Fixed an issue where canceled or failed ACH payments could still appear as active on the customer profile. Payment History now shows clearer status details that match what you see on the Payments list page.
• Dispatch Board / Mobile (Field Force): Fixed an issue where reopening multiple visits at once from the Dispatch Board (for visits closed via Field Force) could get stuck on an infinite loading spinner.
• Intercom / Calendar: Fixed an issue where Intercom hover tooltip text could persist after moving your mouse or closing the widget by removing redundant tooltip initialization on the Calendar page.
• Schedule / Calendar: Fixed an issue where opening a specific event could show blank or “undefined” breadcrumbs and get stuck in an endless loading state. We now correctly handle deleted events when closing the event details popup, preventing the spinner from getting stuck.

Improvements

• Invoicing: Reorganized all event invoicing settings into a new Billing Options section under Customer on the Add Visit and Edit Visit pages, making it clearer whether a visit will be invoiced, linked to a Level Billing Agreement, or not invoiced.
• Invoicing: Added a new Billing Options dropdown with clear choices (Invoice services, Link to Level Billing Agreement, Do not Invoice) so the invoicing workflow is consistent and less contradictory.
• Invoicing: Improved Level Billing flows by revealing the agreement selector and the optional “Also invoice services not included in the level billing agreement” checkbox only when relevant, including a clearer error message if a user tries to select an agreement before choosing a customer.
• Schedule: Updated Edit Visit to automatically prefill Billing Options based on the saved visit settings, reducing rework when making changes.
• Dispatch Board: Updated map pins with new custom styles and clearer coloring rules, including a more consistent priority order for selected events, legend coloring, and routing status.
• Payments: Updated the customer profile’s Payment History section to use the same payment row layout and data as Payments (/finances/payments), so payment status and details are consistent across the app.
• Billing / Automations: Centralized account expiration lookups to make subscription status checks more consistent.

Have feedback or questions? Contact our support team.

We’ve released two major updates to the Dispatch Board designed to make daily routing faster and reduce repetitive work week to week.

These updates include the ability to save optimized routes for future weeks and several improvements to how visits are selected and managed directly from the map.

Saved Routes for Weekly and Bi-Weekly Schedules

You can now save an optimized route and apply that same route order to future weeks.

How Saved Routes work:

• Optimize a route and assign stop order using Order Stops
• Once the route is in the exact order you want, select Apply to future weeks
• Choose whether the route should repeat every week or every other week
• The stop order is saved to each visit and automatically applied whenever those visits appear on the same schedule in future weeks

For example, if you optimize a Monday route and apply it to future weeks, the next time you view that Monday schedule, the same visits will already have the correct stop order applied.

You can still make changes to a specific day’s route. Those changes only affect that day unless you choose to save the updated route again for future weeks.

This allows you to:

• Lock in recurring routes that don’t change often
• Add or adjust visits for a single day without impacting future schedules
• Re-save a route when a permanent change is needed

Saved Routes support both weekly and bi-weekly recurring schedules.

All Visits Now Display on the Map by Default

When you load the Dispatch Board, all visits now appear on the map automatically, even before you select anything in the table.

• Visits that have not yet been routed appear in gray
• This makes it easier to see coverage, clusters, and nearby visits at a glance before building a route

Select and Deselect Visits Directly from the Map

You can now manage route selection directly from the map instead of relying only on the table.

New selection behavior:

• Click a visit on the map to select it and add it to the table selection
• Selecting a visit on the map highlights it in the table automatically
• Right-click a visit in the table to deselect it
• This makes it easier to add or remove individual visits without searching through the list

You can still use existing tools like the lasso selection and table-based selection alongside these new interactions.

Quick Visit Details Shown on the Map

When you select a visit, quick details now appear in a fixed panel on the map.

The panel includes:

• Stop number
• Visit name
• Customer name
• Address
• Budgeted hours

This panel stays out of the way of the map while giving you immediate context as you select and adjust visits.

Existing Routing Controls Still Apply

All existing Dispatch Board functionality continues to work alongside these updates:

• Drag and drop visits in the table to manually reorder stops
• Optimize routes after selecting visits
• Assign routes to crews as usual

Once a route is optimized and finalized, you can save it for future weeks using the new Saved Routes options.

Why this matters

Together, these updates make it easier to:

• Select the exact visits you want for a route
• Build and fine-tune routes directly from the map
• Avoid rebuilding the same routes every week for recurring schedules

Teams with recurring service routes can now spend less time dispatching and more time making adjustments only when something actually changes.

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.