Papercuts Round 3

What started as a one-time experiment has become part of our DNA. Welcome to our third dedicated papercuts day, where we step away from building the big features for one day to focus entirely on the small friction points that slow you down.

This round brought 14 targeted improvements across invoicing, dispatch, customer management, and integrations. None of these will change your world overnight, but together they make Copilot feel more responsive to how you actually work.

What We Fixed

• Customer Profiles: Resolved white screen issue that prevented customer profile pages from loading properly - users can now access all customer information without errors
• Invoicing: Fixed tax percentage calculations that were incorrectly updating when editing invoices - custom tax rates now remain unchanged when reopening invoice edit pages
• Business Profile: Corrected form validation issue where optional fields became required after clicking - only required fields now show validation errors
• Dispatch Board: Fixed automatic scrolling to top when viewing visit photos - users now stay in their current position on the board after checking photos
• Invoice Settings: Updated delivery preference notifications to accurately reflect current settings instead of showing generic email messaging
• Late Fee Rules: Fixed currency symbol display that wasn't updating when switching between percentage and exact amount calculations
• Auto-Charge Settings: Added clear confirmation notifications when enabling or disabling auto-charge preferences
• Invoice Status: Corrected "sent via copied link" notifications that incorrectly displayed as "sent via text"
• Visit Creation: Removed confusing sidebar when creating visits to streamline the workflow and reduce clutter
• Communications: Added email open tracking details directly in customer communication tabs - users can now view email timestamps and open status without navigating to separate email history pages
• Dispatch Board: Made "On Site" status visible to employee and regular accounts, improving team communication and coordination
• Customer Profiles: Added smooth loading animations for text fields to eliminate visual expansion during page load
• Work Requests: Updated table column header from "Date of request" to "Preferred Work Date" for better clarity
• QuickBooks Integration: Improved mapping interface text and removed outdated references for clearer user guidance

What's Next

These focused improvement sessions have become a regular part of our development rhythm. While we continue building the major features on your roadmap, we're committed to consistently addressing the small stuff that adds up to a better daily experience.

Keep the feedback coming—we're already planning round four.

– The Copilot CRM Team