To stay compliant with new regulations, credit card fees can only be passed if ACH is also offered as a no-fee option.

ACH is available on Copilot Enterprise memberships.

👉 If you're not on Enterprise, you'll need to upgrade to continue passing along credit card fees.

🎥 Missed the explainer from last week?

Watch the video from our CEO, Mike Andes

Bug Fixes

• Issue: The Sales Tax Report showed different totals for "Billed" and "Collected" amounts, even when the payments and invoices matched exactly.
• Resolution: A rounding logic issue was causing the difference—this update ensures rounding is now handled consistently and accurately across the Sales Tax Report.

• Issue: When using the Global Search Bar to search for customers with special characters in their names, the system would get stuck loading and never display results.
• Resolution: The Global Search Bar now correctly handles names with special characters, so searches complete as expected.

• Issue: The "Service scheduled / Never scheduled" filter on the customer page was not working correctly, causing it to return a mix of both scheduled customers and those who had never been scheduled.
• Resolution: The filtering logic has been fixed so that customers are now correctly displayed based on if they have had an event scheduled or not.

• Issue: An error would occur when attempting to to make payments via PayPal from the customer portal.
• Resolution: Identified and corrected an issue on the Copilot side of the PayPal integration. With the issue resolved, users can once again successfully pay invoices in the customer portal via PayPal.

We've upgraded our entire support chat experience

✅ Real-time tracking of your issues

✅ Faster response times when you need help

✅ All Copilot resources in one convenient place

We're committed to providing the personalized support you deserve.

Here is our CEO, Mike Andes, to tell you more:

Bug Fix

Issue: When users toggling the "Maps and Routes" setting in Preferences, the Start and End location fields would incorrectly display "Not Set," even if valid addresses had already been entered.

Resolution: This issue has been resolved, and the Start and End location fields will now consistently display the correct addresses regardless of toggling the setting, restoring expected functionality.

Bug Fixes

Issue: Users were unable to delete certain level billing contracts if an associated invoice had previously been deleted.

Resolution: This issue has been fixed so users can once again successfully delete level billing contracts even if related invoices were deleted.

Issue: When users applied the Customer Tags filter on the Finances > Estimate page, the page would get stuck showing a loading wheel and never display any results.

Resolution: Fixed this issue so the Customer Tags filter on the Finances > Estimate page now works as expected without getting stuck.

Issue: Sorting options for the Customer list were not working correctly on the Copilot CRM mobile app, causing customers to appear out of order.

Resolution: This issue has been fixed, and the Customer list now sorts correctly as expected for each sorting option. These fixes were also applied to the Invoices and the Estimates pages for the Copilot CRM mobile app.

Enhancements

Enhancement: Preview Customer Portals Without Their Login Credentials

Summary:

You can now preview a customer’s portal — including estimates, invoices, and other pages — without needing their login. Previously, if a customer had login enabled, trying to view their portal from the CRM would prompt a login screen. Now, as long as you’re logged into the CRM, you can see the portal exactly as the customer would, no longer needing your customer’s login information.

We launched, you responded — here's what's new.

These changes enhance estimate presentation, improve line item clarity, and restore features you've been requesting.
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📝 Personalized Estimate Experience

• Redesigned estimate header: We've made the total less prominent so customers can focus on your offerings before seeing the price.
• Customer name highlight: Estimates now emphasize the customer's name, creating a more personal, custom-tailored feel.
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🚀 Line Item Improvements

• Mobile-friendly titles: Line item names now show more text before cutting off.
• Clearer Recommended Tag: New color makes suggested items stand out.
• Formatted descriptions: Bullets, spacing, and numbers now display as written.
• Cleaner tax display: Tax is shown only below the total, not per item.
• Simpler property headers: When grouped by property, only the address shows—no more redundant names—keeping things cleaner for customers.
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✅ Restored Features

• PDF attachments now visible in the Customer Portal
• Custom Fields support has returned to estimates
• Support for all currencies in Customer Portal
  
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Your feedback directly shapes what we build — thank you for helping us make Copilot better!

Bug Fixes

Issue: Users were able to enter HTML code into the visit form, which could cause formatting issues or unexpected behavior when saving or previewing the form.

Resolution: Updated the visit form to automatically detect and block any HTML code before saving or previewing, ensuring the form works as expected and remains functional.
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Issue: The "Send Text Messages" page wouldn’t fully load when accessed from the mobile app due to conflicting variable names.

Resolution: Fixed the variable conflict so the "Send Text Messages" page now opens correctly in the Copilot mobile app.
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Issue: When updating the New Invoice Notification Method in a customer profile, the page would get stuck loading and not show that the change was saved until you manually refreshed the page.

Resolution: Fixed the save success handler so that the page now updates correctly as soon as you change the notification method, without needing to refresh.
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Issue: Legacy Automations using the trigger “property not serviced” were not triggering correctly when a scheduled visit was skipped.

Resolution: Fixed the issue so that the automations now correctly trigger when a visit is skipped, ensuring that automations for when properties are skipped activate as expected.

Miscellaneous Changes

Change: With the Modern Estimates v01 release, we received feedback that there was no need to display Budgeted Hours (or BH) to your customers on Estimates in the Customer Portal. However, some settings still referenced the visibility of Budgeted Hours. We cleaned these up to avoid confusion around Budgeted Hours visibility on Estimates, so those settings are no longer visible in the UI.

Get paid fast with Pay in Full

We’re excited to introduce a game-changer for your business: Pay in Full is now live in Copilot! This new feature allows your customers to pay the entire Estimate upfront when they accept, meaning better cash flow for your business, and less friction for your paying customers.
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✅ Faster payments
✅ Turn it on globally or per Estimate

This is an optional experience for your Customer, not a forced 100% deposit. You’re still in control of your minimum deposit settings, and your Customer can choose to pay in full when accepting the Estimate.
Note: Only available to Companies on the Enterprise tier.
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👉 Turn On Pay in Full Here, or you can upgrade to Enterprise to access

Bug Fixes

Issue:
The "Booked Out For" graph did not show accurate results when viewing weeks that span from December into January, due to a limitation in how the graph handles date ranges that cross from one year into the next.

Resolution:
Updated the graph’s logic so it now correctly displays booking data for weeks that span across different years.

Issue:

When using the Forgot Password feature on mobile, users were seeing an error message instead of the expected password reset instructions.

Resolution:

Fixed the issue so mobile users will now see the correct password reset instructions when using the Forgot Password feature.

Issue:

Users were unable to issue refunds for customer payments, which made it difficult to correct billing mistakes or return money to customers.

Resolution:

Fixed the issue so users can now refund payments again, ensuring issues in billing can be resolved within the CRM.

Issue:

When creating a property while using the setting "Use Property Location for Tax Rate", the tax rate did not always fill in correctly due to errors when retrieving tax rate information from the ZipTax API.

Resolution:

Improved our handling of responses from the ZipTax API to ensure that tax rates fill in correctly and avoid errors when retrieving data.

Issue:

The Payment Method History did not reflect changes when a bank account (ACH) was removed, causing confusion about whether the payment method was successfully deleted.

Resolution:

Payment Method History now immediately updates to show when a bank account (ACH) has been removed.

Issue:

When using the "Receipt Link" merge tag in Sequence Automation emails, the merge tag did not populate correctly, resulting in missing or broken receipt links in emails.

Resolution:

We fixed the issue so that the "Receipt Link" merge tag now correctly generates and displays the receipt link in Sequence Automation emails.

Estimate Deposits no longer honor existing Customer Credits

Issue: If a customer had enough customer credits, those credits were automatically used to cover Estimate Deposits in the Client Portal—allowing them to bypass the required deposit payment entirely.

Resolution: Customer credits are no longer honored when taking Estimate Deposits through the Client Portal, ensuring the full deposit amount is always collected as intended.