We’re fixing the little things—because they matter.

Over the last few months, we’ve been gathering feedback from our members and documenting the small but frustrating issues that add up over time. Last week, we hosted our first-ever Papercuts Day—a dedicated effort where our engineering team swarmed on as many of these quality-of-life issues as they could in a single day.

This isn’t about launching major new features. It’s about making Copilot smoother, faster, and easier to use by removing friction in the everyday workflows that matter most. And this is just the beginning—we plan to keep these improvements coming.

Here’s what we fixed:

• Duplicate Email Templates with One Click: You can now quickly duplicate existing email templates to create similar ones, saving time and making it easier to standardize customer communication.
• Consistent Naming: “Customer” instead of "Client": We’ve standardized language across the platform by replacing all mentions of “Client” with “Customer,” removing any confusion for teams and improving communication clarity.
• Faster Dispatching with No Page Reloads: Assigning crews or employees to events on the Dispatch Board no longer causes the page to reload—making scheduling faster and smoother.
• Alternating Row Colors in Lists: Tables now use white and light grey row alternation with a hover effect, making it easier to scan and read customer, job, and invoice lists quickly.
• Red Warning Colors for Destructive Actions: We’ve added clear red coloring to dangerous actions like deleting invoices, cards, events, and automations. This helps prevent accidental data loss by making destructive buttons more obvious.
• Warnings When Email Is Missing During Bulk Sends: When sending estimates or invoices in bulk, you'll now get a warning if a customer has no email address on file. The message clearly lists which ones failed and includes links to customer and estimate pages—helping you take action immediately.
• Email Validation in Estimate Send Flow: When sending an estimate from its detail page, you’ll now be notified immediately if the email address is missing—ensuring important communications aren’t accidentally skipped.
• Cleaner Tags Page UI: The “Forms” column has been removed from the Tags page since tags are not used in forms. This change simplifies the interface and reduces clutter.
• Removed Fax Field from Customer Details: The outdated fax field has been removed from the customer profile page, helping streamline your view and reduce noise in the CRM.
• Removed SMS Text Formatting Editor: The formatting (WYSIWYG) editor has been removed from SMS messages to make writing texts simpler and less error-prone, especially from mobile devices.
• Most Recent Job Visits Appear First: On the Job History tab, the most recent visits now appear at the top. This makes it easier to respond to customer questions about their latest service—no more digging through old visits.
• Tooltip Added for Property-Based Tax Rate Setting: We've added a tooltip to explain that using the property location for tax rate lookup is only supported for U.S. addresses. This helps avoid confusion for businesses operating internationally.
• Simplified Subscription Switching Flow: Instead of redirecting to an “add-on features” page, switching plans now takes you directly to the Store page—making it easier and faster to manage your subscription without unnecessary steps.
• Improved Automation History Visibility in Dark Mode: The automation sequence history is now clearly visible when using dark mode, so you can confidently review automation logs without straining your eyes.
• Recurring Visits Now Show Both Crews and Employees: The “Crew/Employees” column in recurring visit lists now displays both crews and individual employees, restoring full visibility into who is assigned.
• Password Resets No Longer Lock Users Out: Requesting a password reset no longer disables the user’s account, so access is maintained throughout the reset process.
• Phone Numbers Now Accept Special Characters: The business phone number field now supports special characters, making input more flexible and less error-prone.
• Fixed Overlapping Buttons on the Automations Page: Buttons that previously overlapped with menu items while scrolling have been repositioned to keep the interface clear and easy to use.
• Payment Notes Section Is Now Fully Resizable: The resize handle for the notes section is now always visible, even when collapsed, so users can easily adjust the input area as needed.

Got a papercut we missed?

We’re just getting started. If there’s a small issue slowing you down, let us know! Reach out through the in-app support chat or email us at support@copilotcrm.com—we’re listening, and we want to help.