Fixing more of the little things, thanks to your feedback.

We completed our second “Paper Cuts” Day at Copilot CRM, another focused engineering effort where the team tackled dozens of frustrations reported by our community.

From minor annoyances to helpful little upgrades, these fixes may not be flashy, but they make a real difference in how smooth Copilot is to use.

Here’s what we shipped:

No More Duplicate Line Items When Multiple Employees Complete a Visit: We fixed a bug where multiple employees completing the same visit on the mobile app caused duplicate invoice line items. Now we've added guard rails so the system prevents completing a visit if it's already completed, ensuring cleaner invoices and saving time spent manually deleting duplicates.

Linking Level Billing to a Visit Automatically Adds Line Items: Before, users had to manually add line items when selecting a Level Billing Agreement for a visit. Now, those items are added automatically, reducing manual work and improving consistency.

Level Billing Tooltip on Visits Updated for Clarity: The tooltip for Level Billing on Visits was confusing about how pricing works. We’ve updated it to clearly explain that any visit items not covered by the agreement will be billed separately.

#undefined Label Removed from Level Billing Section on Visits: A confusing “#undefined” label used to appear when creating a visit for a customer with Level Billing. That label is now gone, creating a cleaner experience.

Visit Title from Estimate Line Items Now Uses Line Item Name Only: When creating visits from estimate line items, the visit title used to include the estimate name too. Now, the visit title is just the line item name, making schedules clearer and more relevant.

Clarified Budgeted Hour Field Header: The "Budgeted Hour" label was vague when editing events. We’ve renamed it to "Budgeted Hours for [Event Type]" so it’s easier to understand exactly what time is being estimated.

Off-Season Option No Longer Shows for Single Events: The Off-Season option was shown when creating or editing single events. Now, it only appears for recurring events, making scheduling faster and more intuitive.

Create New Line Item UI Made More Intuitive: The “Create New Line Item” button and Line Item text field weren’t visually connected, leading to confusion. We've tightened the layout so it’s now obvious how to add a new item, reducing user frustration.

Event “Closed By” Field Now Always Displays Correctly: Some events were missing the “Event Closed By” information after completion. This has been fixed to ensure team actions are properly tracked.

Call Notes Now Auto-Save When You Navigate Away: When adding Call Notes on a customer profile, they now auto-save as a draft even if you leave the page. You can return later and pick up right where you left off.

Custom Fields Buttons No Longer Get Cut Off: Buttons for Custom Fields were cut off with ellipses, causing confusion on what the button does. This has been fixed so all buttons are now fully visible and clearly labeled.

Intercom Chat Label No Longer Appears After Closing the Support Chat: After closing a chat in Chrome, the Intercom label sometimes stuck on the screen. This has been cleaned up so it disappears properly, keeping your workspace clear and distraction-free.

“Last Week” Filter Added to Dispatch Board: You can now filter the Dispatch Board to see everything that happened last week. This makes it easier to review and follow up on recent jobs without scrolling through much older ones.

5th Week on Budgeted Hour Chart No Longer Shown: The 5th week on the Budgeted Hours chart was showing empty space with no data. We've removed it from view, reducing clutter and avoiding confusion.

Zelle Payments No Longer Show Wisetack Reference: Marking an invoice as paid via Zelle incorrectly showed a Wisetack reference. That’s been removed, so payments now reflect the correct method and stay accurate.

Google Review Page Link Now Saves as Expected: Previously, the "Google Review Page" link field on the Business Profile page wouldn’t save changes. This issue is now fixed, so you can confidently update your link and drive more customer reviews.

Changed “Twitter” to “X” on Business Profile Settings: We’ve updated the setting label from “Twitter” to “X” to reflect the new brand.

Auto-Complete Contact Details in Work Request Forms: When submitting a new work request from the Customer Portal, the contact details will now auto-fill with the customer’s info. This saves time and reduces the chance of typos.

Work Request Form Placeholder Now Clearer: We’ve changed the placeholder text in the work request form from “Work request for” to “What work do you need done?”. This makes it easier for customers to understand what to type.

Removed “Street 2” Field in Work Request Form: The “Street 2” field was rarely used and added unnecessary clutter. We’ve removed it to keep the form simpler and faster to complete.

Removed “New Work Request” Form Title: The "New Work Request" title was unnecessary and cluttered the page. We’ve removed it to streamline the form and focus on what matters.

Got another papercut?

We’re making this a regular thing. If there’s something small that slows you down, let us know—submit it through the support chat or email us at support@copilotcrm.com.

​– The Copilot CRM Team ✈️