Bug Fixes and Improvements for October 16, 2025

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

Bug Fixes

• Reopening Visits: Fixed an issue where the invoice link on a completed visit would not be removed from the visit after reopening the visit, despite the line item(s) being removed from the invoice.
• Notifications: Fixed an issue where estimates being accepted in the Customer Portal were not sending a notification to the CRM.
• Notifications: Fixed an issue where Credit Card payments being made in the Customer Portal were not sending a notification to the CRM.
• Notifications: Fixed an issue where ACH Bank Transfer payments being made in the Customer Portal were not sending a notification to the CRM.
• Notifications: Fixed an issue where PayPal payments being made in the Customer Portal were not sending a notification to the CRM.
• Estimate: Fixed an issue where creating a visit from an estimate resulted in some of the line items being added twice to the visit, requiring the user to delete the duplicated line items.
• Estimates: Fixed an issue where creating a visit from an estimate resulted in some of the taxes for line items being added to a different line item on the visit.
• Estimates: Fixed an issue where creating a visit from an estimate resulted in some of the taxes for line items being added to a different line item on the visit.
• Estimates: Fixed an issue where clicking the edit visit icon on a line item that has been scheduled on a visit would result in loading a blank screen.

Improvements

• Estimates: In the past, clicking the “Create Visit” button on an estimate that already had all the line items scheduled would allow the user to create a visit, but no line items would be added to the visit, since they were already scheduled. Now the “Create Visit” button is hidden from the page once the estimate has been fully scheduled to avoid confusion.
• Estimates: When creating a visit using the “Create Visit” button on an estimate that contains line items that are assigned to multiple different properties for the customer, when selecting the property you want to create a visit at, only the line items that are assigned to the property on the estimate will be added to the visit to avoid accidentally scheduling the wrong line items for the wrong properties.

Have feedback or questions? Contact our support team.