Never Forget to Schedule an Estimate Again 🗓️

You can now see the scheduling status for every estimate and estimate line item — at a glance. With this update, you can:

• Instantly spot which estimates haven’t been scheduled yet
• Add unscheduled work to existing or new visits
• Eliminate missed jobs and boost follow-through across your team

This lays the groundwork for our upcoming Waitlist, designed to help you stay on top of accepted work that hasn’t been scheduled yet.

👀 Coming soon: Waitlist is just around the corner.

Bug Fixes and Improvements for November 13, 2025

The new update for Copilot also included several bug fixes and improvements:

Bug Fixes

• Schedule: Fixed an issue that prevented users from selecting a date in the date picker when using the re-order events modal on the schedule.
• Schedule: Fixed an issue where the confirmation for moving events on the schedule appeared behind the grayed-out background when using the re-order events modal on the schedule.
• Schedule: Fixed an issue where removing events on the scheduling using the re-order events modal would reload the page to a different calendar view than previously.
• Invoices: Fixed an issue that changed quotation marks to rectangles when downloading a PDF version of the invoice.
• Recurring Series: Fixed an issue when editing a recurring series that contains completed events in the future; selecting the “Count of Events” option causes the system to create an incorrect number of events.
• Recurring Series: Fixed an issue when scheduling recurring visits using either the “On day” or “On the” options with Monthly or Yearly frequencies; the system is not consistently generating visits for every expected interval.
• Recurring Series: Fixed an issue when some indefinite recurring series were showing that they had an end date on 12//31/1996
• Recurring Series: Fixed an issue where the “apply updates to the series starting on” date was preventing users from changing which date the next visit fell on. For example, not allowing the user to update the weeks on which the bi-weekly recurring series creates visits.

Improvements

• Off-seasons: Introduced a new queuing system for updating the dates of an off-season. Now, when you need to change the start date or end date on an off-season, a queue on the backend will reliably update each recurring series that has the updated off-season assigned to it. This allows you to keep working inside of Copilot or fully close Copilot while the off-season updates are being made on the recurring series. The process may still take some time to update the schedule if you have a large number of recurring series, so we recommend updating the off-season and giving it some time to process before checking the schedule for updates.

Have feedback or questions? Contact our support team.