Bug Fix Release - August 8, 2025

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.