Waitlist and Unscheduled Work are Live!

(Available exclusively for Copilot Enterprise Customers)

We know that for a growing home service business, closing the deal is only half the battle. The real stress comes from managing all that accepted, high-value work that isn't ready for the calendar yet. You need a way to protect that revenue and keep your schedule clean without relying on sticky notes and spreadsheets.

As promised, we've delivered two powerful new features built specifically for scaling Enterprise businesses: Waitlist and Unscheduled Work tools.

With this update, you gain complete visibility and control from the moment a customer says "yes" until the job is fully scheduled.

Introducing: The Waitlist

The Waitlist is your new reliable "parking spot" for future or time-sensitive events that shouldn't clutter your main schedule. It ensures that no profitable job is forgotten, helping you maximize crew time and capacity.

Key Features of the Waitlist:

Dedicated Space: Create and hold events that are not yet scheduled in a single, organized view.

Date Ranged: Assign an Earliest Date (when the job can start) and a Latest Date (when the job must be done by).

Intelligent Tags: Events are automatically labeled to help you prioritize:

• Upcoming: Future events that are not urgent.
• Due Soon: Events with a latest date within the next seven days.
• Overdue: Events that have passed their latest date.

Flexible Creation: Add an event to the Waitlist from:

• Creating a new visit from scratch.
• The estimate creation flow.
• Multi-Step Programs.
• Turning an existing scheduled event back into a Waitlist event.

Seamless Scheduling: Move events to the calendar easily:

• Quick Schedule: Select the event and click the calendar icon to schedule it for a single day.
• Advanced Scheduling: Access the event details page for multi-day scheduling, start times, and other detailed adjustments.

Schedule Visibility: View eligible Waitlist events directly on the schedule calendar to quickly add them to the schedule while viewing crew availability for the week.

Filter & Search: Filter the Waitlist by criteria like Customer, Property, Budgeted Hours, and Assigned Crew to match waiting work to available capacity instantly.

Note: Waitlist is currently supported for one-time jobs and multi-step programs. Support for recurring jobs is coming soon!

Introducing: Unscheduled Work

The Unscheduled Work page provides a single source of truth for all accepted work that is sitting outside of your schedule or Waitlist.

Key Features of Unscheduled Work:

Centralized Tracking: See a comprehensive list of all accepted estimates that have one or more line items that have not yet had visits created.

Flexible Views: Group your unscheduled work for easy management:

• By Estimate: View line items grouped under their parent estimate.
• By Customer: See all unscheduled work for a specific customer across multiple estimates.
• By Service Category: Group items based on the type of service needed.
• No Grouping (Flat List): View all individual unscheduled line items.

Actionable Management: For any unscheduled line item, you can:

• Create a New Visit: Automatically pull estimate details (name, customer, line item) into the new visit flow.
• Add to an Existing Visit: Combine multiple line items onto a single existing scheduled event.
• Move to Waitlist: Create a new Waitlist event directly from the unscheduled line item if the timing is not yet right.
• Mark as Scheduled: If the work was handled in a different scheduling flow, manually mark it as scheduled to clear it from the view.

Detailed Filtering: Use granular filters (Customer, Property, Service Category, Budgeted Hours) to identify specific work that fits your current capacity needs.

Clear Statuses: Estimates are automatically marked as Partially Scheduled (if some line items are scheduled) or removed completely when all line items have been scheduled/waitlisted/marked as done.

How This Helps You Scale:

These tools give Owners, GMs, and Admins the confidence that every dollar of accepted work is accounted for and actively managed, allowing you to grow your business predictably and profitably.

Start using these features now! Check out the full walkthrough videos for Waitlist and Unscheduled Work.