Bug Fixes and Improvements for February 10, 2026

New update for Copilot, including several bug fixes:

• Estimates: Fixed an issue where the Level Billing Agreement option did not appear when creating a visit from an estimate, so you can link the customer’s existing Level Billing Agreement during visit creation.
• Dispatch Board: Fixed an issue where the Truck Mileage report could show no entries after route optimization, so mileage results display correctly going forward. (Truck Mileage reports created between December 19, 2025 and the date this fix is deployed may still appear blank, and you will need to re-optimize those routes to regenerate the report.)
• Schedule: Fixed an issue where indefinite recurring series could stop generating visits about two years after the start date by automatically extending them so future visits continue to generate.
• Schedule: Improved recurring series update logic so edits to recurring series apply more reliably across a wider range of recurring settings.
• Automations: Fixed an issue where creating a recurring series could trigger “Visit Added” notification actions for every visit in the series, so SMS and email notifications are now suppressed for recurring events.
• Invoicing: Fixed an issue where Payments in both the Customer Portal and the CRM could show amounts that excluded Stripe processing fees, so payment history and totals now reflect the full amount charged (including processing fees), including when paying an account balance across multiple invoices.
• Estimates: Fixed an issue where Price Matrix calculations could stop updating correctly after an item was declined, so estimate pricing and totals stay accurate when customers accept or decline items.

Have feedback or questions? Contact our support team.