Bug Fixes and Improvements for September 18, 2025

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

Bug Fixes

• Invoice Totals: Fixed an issue where one user reported experiencing one of their invoices having the total cost of one of the line items doubled in the invoice total, even though the line item displayed the total amount correctly.
• Customer Discounts: Fixed an issue where the discount entered on a customer’s profile was not being carried over to newly created invoices and estimates for that customer.
• Merge Tags: Fixed an issue where the PROPERTY_NOT_SERVICED_REASON merge tag was not populating with the “Skipped Reason” entered when skipping a visit on the schedule. Using a sequence automation with the “Visits is Skipped” trigger and having an action that sends an email that includes the PROPERTY_NOT_SERVICED_REASON merge tag will now populate the merge tag with the “Skipped Reason”.
• Sequence Automation: Fixed an issue with the “Card was declined” trigger not starting a sequence automation after a card had been declined.

Improvements

• Customer Communication Tab: On the customer communication tab in the customer profile, we have made several improvements for better visibility to the information that matters when looking at Email history. Added “Click to view” button, making it more intuitive to see the email’s content. Added the sent/opened status chip to quickly see if the customer has opened the email. Sent date and time column was added. Opened date and time column was added to see the date and time of the last open from the customer. Added open count to display how many times the customer has opened the email.
• Dispatch Board: Updated the table of events on the dispatch board to show up-to-date information about the time tracked on an event without needing to refresh the page.

Have feedback or questions? Contact our support team.