Bug Fixes and Improvements for Jan 8, 2026

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

Bug Fixes

• Automations: Fixed an issue where Automations in Review did not display automation names, making it hard to tell which automations were awaiting review.
• Automations: Fixed an issue where automation names in Automations in Review could display with an extra “-”.
• Dispatch Board: Fixed an issue where adding an accepted estimate item to an existing visit did not immediately update the displayed BH until the visit was saved or reopened, so the BH now refreshes right away when line items change.
• Mobile (Field Force): Fixed an offline sync issue where time tracking entries for crews on the same visit could fail to sync correctly (including clock-out and general work time), so employee time now updates more reliably across devices and in Copilot when connectivity is spotty.
• Mobile (Field Force) / Schedule: Fixed an issue where visits closed in the Field Force app could show an incorrect completion time on the web app, so the completion time now matches when the visit was actually closed.
• Dispatch Board: Fixed Safari drag and drop issues that could cause inconsistent behavior when using Dispatcher Notes, improving reliability on desktop Safari and mobile devices.
• Dispatch Board / Routing: Fixed an issue where moving a routed visit to a different day could clear its route order but still show it as routed on the map, so the pin style now stays in sync with the visit’s routing state after the move.
• Estimates: Fixed an issue where the Budgeted Hours (BH) field could be locked and uneditable when Rate Matrices were enabled, even for services that are not part of a rate matrix. BH is now editable for non-Rate Matrix services and only locked for Rate Matrix services in both Add and Edit Estimate flows.
• Dispatch Board: Fixed an alignment issue in the totals bar at the bottom of the table so each total now lines up correctly with its column header, reducing confusion when reviewing employee time data.
• Customers: Fixed an issue where opening a customer profile could result in a blank white screen, preventing access to customer details.
• Payments: Fixed an issue where canceled or failed ACH payments could still appear as active on the customer profile. Payment History now shows clearer status details that match what you see on the Payments list page.
• Dispatch Board / Mobile (Field Force): Fixed an issue where reopening multiple visits at once from the Dispatch Board (for visits closed via Field Force) could get stuck on an infinite loading spinner.
• Intercom / Calendar: Fixed an issue where Intercom hover tooltip text could persist after moving your mouse or closing the widget by removing redundant tooltip initialization on the Calendar page.
• Schedule / Calendar: Fixed an issue where opening a specific event could show blank or “undefined” breadcrumbs and get stuck in an endless loading state. We now correctly handle deleted events when closing the event details popup, preventing the spinner from getting stuck.

Improvements

• Invoicing: Reorganized all event invoicing settings into a new Billing Options section under Customer on the Add Visit and Edit Visit pages, making it clearer whether a visit will be invoiced, linked to a Level Billing Agreement, or not invoiced.
• Invoicing: Added a new Billing Options dropdown with clear choices (Invoice services, Link to Level Billing Agreement, Do not Invoice) so the invoicing workflow is consistent and less contradictory.
• Invoicing: Improved Level Billing flows by revealing the agreement selector and the optional “Also invoice services not included in the level billing agreement” checkbox only when relevant, including a clearer error message if a user tries to select an agreement before choosing a customer.
• Schedule: Updated Edit Visit to automatically prefill Billing Options based on the saved visit settings, reducing rework when making changes.
• Dispatch Board: Updated map pins with new custom styles and clearer coloring rules, including a more consistent priority order for selected events, legend coloring, and routing status.
• Payments: Updated the customer profile’s Payment History section to use the same payment row layout and data as Payments (/finances/payments), so payment status and details are consistent across the app.
• Billing / Automations: Centralized account expiration lookups to make subscription status checks more consistent.

Have feedback or questions? Contact our support team.