Bug Fixes and Improvements for October 9, 2025

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

Bug Fixes

• Estimate Scheduling: Fixed an issue where clicking the edit icon (pencil) next to a line item on an estimate would lead the user to a blank page.
• Editing Recurring Events: Fixed an issue where updating the dates on a bi-weekly (every 2 weeks) event would result in the first event in the series not being added to the schedule.
• Creating Recurring Events: Fixed an issue when creating an indefinite recurring event where the callout for end date and the number of events would show that the recurring series ends in 3 years. Now the callout at the number of events will correctly reflect that the series is indefinite.
• Creating Recurring Events: Fixed an issue when creating a recurring series on a weekly frequency, where if the start date of the recurring series was not set to the same day that the frequency was set to repeat on, creating the series would skip the first event in the series.
• Estimate Scheduling: Fixed an issue where scheduling a line item from an estimate created an extra line item on the visit that was blank, requiring the user to delete the blank line item to schedule the visits.
• Creating recurring events: Fixed an issue where the “first event” date in the blue callout wouldn’t accurately reflect the user’s set start date, even when considering the event’s frequency. For example, if a series is weekly every Monday and the start date is set to the Saturday before, the blue callout will now correctly inform the user that the first event will be on Monday’s date.

Improvements

• Estimate Scheduling: Previously, when scheduling line items from an estimate with multiple line items, if one or many of the line items had already been scheduled, when clicking the “Create Visit” button at the top of the estimate to schedule the remaining line items, the line items that had already been scheduled would have also been added to the visit. Now, clicking the “Create Visit” button will only add all unscheduled line items from the estimate to help avoid scheduling line items more than once.
• Editing Recurring Events: Improved editing recurring series to allow the user to update the start date of the recurring series as long as the recurring series does not contain any events that have been completed, skipped, or have had time tracked on the event, and as long as the new start date is today or in the future.
• Jobs List on Customer Profile: Introduced a new Paused status chip on the Jobs List on a customer profile that displays when a recurring series is currently in an off-season.
• Editing Recurring Events: Changed the name of the setting that was previously named “Effective Start Date” to now be named “Apply updates to the series starting on:” to better explain what the date in this setting does, as well as we introduced a tool to even further explain the setting and give an example of how it works with a real-world use case.

Have feedback or questions? Contact our support team.