Bug Fixes and Improvements for February 3, 2026

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

Bug Fixes

• Invoicing: Fixed an issue where combining invoices could show an incorrect discount percentage when you edited the combined invoice, so the discount percent now reflects the true discount based on the combined subtotal instead of being incorrectly added together.
• Invoicing: Fixed an issue where completing a visit in Field Force ****could fail to generate an invoice in some cases, so eligible visits now create invoices reliably and skipped invoicing is logged with a clear reason for easier troubleshooting.
• Dispatch Board: Fixed an issue where events could still appear under the Unassigned Employees filter after you assigned them, so the Crew and Employee columns and the filtered event list update immediately without needing a page refresh.
• Dispatch Board: Fixed an issue where unassigning or changing a crew or employee could require a page refresh before the event list updated, so the Dispatch Board now automatically refreshes the filtered list after changes from both the event details popup and bulk assignment.
• Items and Services: Fixed an issue where exported CSV files could include formatting tags in descriptions and break columns in spreadsheets, so descriptions export as clean text and quotes are handled correctly.
• Expenses: Fixed an issue where editing an expense date could show an internal error when the expense had an assigned employee but the Employee field was left blank, so you can save date changes successfully without needing to select an employee.

Improvements

• Billing: Updated the registration, upgrade, and downgrade flows so new signups can choose a plan up front, upgrades take effect immediately with prorated billing, and downgrades can be scheduled to apply at the end of the billing period.
• Billing: Improved the Upgrade page to show the current subscription clearly, display only active plans, and label plan actions appropriately (Upgrade vs Downgrade) so it’s easier to understand what will happen before making a change.

Have feedback or questions? Contact our support team.