🚀 SMS Just Got Way Faster!

April 4, 2025

We’re committed to making your Copilot experience smoother and faster—and we’ve just made a big improvement to SMS.

📲 Text message pages now load 6.5x faster

🔍 Search now looks through all your messages, not just the ones currently loaded

📥 See everything — not just a limited 2,000 messages

Whether you're following up with leads or replying to clients, you'll move quicker and find what you need faster.

Hop in and see the difference 👇

Bug Fixes

Issue: Estimate Logs incorrectly showed that an estimate was sent and viewed via email if the estimate was sent while no estimate email template was set.

Resolution: Added a preventative warning when sending an estimate by Email or Text from the Estimates main page if no estimate template is set. Implemented the same style of warning for the same actions on the Invoices main page.

Issue: Address input fields would stop working if the Google Maps API couldn’t be reached, preventing users from entering an address to create a property.

Resolution: If the Google Maps API is unavailable, the address field will now automatically switch to a regular text input so users can still type in the address manually.

Issue: In Reports, cities were case sensitive, so entries like "Austin" and "austin" were treated as different cities, causing duplicates in reports.

Resolution: Updated Reports to treat city names as the same regardless of capitalization, so duplicates like "Austin" and "austin" are now combined correctly.

Issue: In the Client Portal, attached Photos/Documents would not display correctly when viewing estimates.

Resolution: Fixed attached Photos/Documents so that they are viewable on estimates in the Client Portal.

Issue: In the Client Portal, when viewing an estimate, bullet points in line item descriptions would disappear, causing the description to become crowded.

Resolution: Resolved the issue by ensuring estimate line item descriptions properly display bullet points when appropriate.

Modern Estimates v1 – A Faster, Smarter Way to Win More Work.

🎯 What’s New

We’ve overhauled the estimate experience in the Customer Portal to help you close more deals, faster—with a clean design, quicker payments, and smarter insights.

CLICK HERE to see Modern Estimates in action!

✨ Highlights

✅ One-Step Estimate Deposits

From 5 steps down to 1, It's easier than ever for customers to say yes to an estimate.

🎨 Modern Look

A polished, professional layout across desktop and mobile.

❓Decline Reasons

Gain insight into why an estimate was rejected by the customer so you can adjust and improve.

🔐 Improved Login Flow

A smoother, more secure customer login experience.

📱 Mobile Optimized

Better usability on mobile devices for customers interacting with estimates.

🔧 Built for the Future

Behind the scenes, we’ve rebuilt key infrastructure—new APIs, improved authentication, and a foundation for rapid updates. Expect faster innovation and more powerful features soon.

Enhancements

Enhancement: "Notes to Dispatcher" Merge Tag for Emails and Texts

What’s New?

We’ve added a new merge tag, "Notes to Dispatcher"! This tag lets you automatically include notes to the dispatcher into email and text messages!

How it Works
When setting up email and text templates, you can now use the "Notes to Dispatcher" merge tag to pull in any notes for the dispatcher added to events on the schedule. This means your dispatcher can be notified with job-specific info without needing to look it up manually.

💡 Example:

You set up an automation to notify the dispatcher when a job is completed.

Now, you can include "Notes to Dispatcher" in that automated email or text message, and the dispatcher will automatically see any notes that were left for them. This way, the dispatcher will not need to search through the schedule to find the notes that were meant for them, saving valuable time in their workflow.

Enhancement: New Search Library Implemented for the Wiki Search

What’s New?

We've improved the Wiki Search experience by upgrading the library behind it, using the same custom-built library we recently added to the Global Search Bar! This new, custom-built search library has replaced the old outdated library, which means searches are faster, more accurate, and more reliable.

How it Works
You won’t see any changes to the look of the search bar, but behind the scenes, we’ve swapped out the old library for a new and improved one we built ourselves. This means:

✅ Better performance – search results load faster.

✅ Improved reliability – fewer glitches and more accurate results.

✅ Future flexibility – we now have more control to continue improving search features.

That’s it! You can keep using Wiki Search as usual—just better.

Bug Fixes

Issue: When editing an Estimate in “Accepted” status, all line items were getting unchecked automatically, even if they were previously selected.

Resolution: Updated the system to use the same logic for handling line items in both the client and business views, so checkboxes now stay correctly selected when editing an accepted Estimate.

Issue: On the Estimate Page History, line breaks were showing up as <br /> code instead of creating a new line, making the estimate history hard to read.

Resolution: Fixed the formatting so that line breaks now display properly, making the history easier to read and understand.

Issue: When routing from the Dispatch Board, only "Visit" type events were being counted as routable events.

Resolution: Fixed the dispatch logic so that it now includes all event types with properties assigned to the event when determining routable events.

Issue: When sending text messages that included the Estimate and Invoice link merge tags, the populated merge tags were showing as raw code instead of clickable links.

Resolution: Fixed the issue so that Estimate and Invoice links now appear correctly in text messages, making them easy to tap and view.

Issue: When automations sent emails that included emojis, the emojis appeared as question marks ("?") instead of displaying correctly.

Resolution: Fixed this by updating the way our system stores email templates so it can now fully support emojis in automated emails. Accounts with existing email templates containing emojis will need to update the email templates for the emojis to display correctly. Simply edit the email template, then save without making any changes.

Enhancements

Enhancement: New Global Search Bar Library & "Recent Searches" section

What’s New?

We have upgraded the global search bar by implementing a new, more reliable library to improve search functionality and reduce errors. This replaces the previous outdated library, making searches faster and more efficient. This library was built in house from the ground up, which makes it easy to quickly add future enhancements to searching in Copilot CRM. Included in this update is a brand new "Recent Searches" section, which shows your 5 most recent searches using the Global Search Bar!

How it Works

The new library enhances search performance and is designed to be used in multiple areas of the system. While this update focuses on the global search bar, this library will begin to be utilized in other search functions across the platform in the future.

Bug Fixes

Issue: Some error messages when sending SMS were unclear and did not provide helpful feedback, making it difficult to understand why messages failed.

Resolution: Fixed this issue by ensuring SMS related errors now display clear and informative messages.

Issue: The "Receipt Link" merge tag was not displaying a receipt link in text messages or emails, causing confusion for recipients.

Resolution: Fixed this issue so that the "Receipt Link" merge tag now correctly populates with the right receipt link.

Issue: Time tracking records for Visits were not always saving GPS location on mobile devices.

Resolution: Updated the GPS service to attempt saving the user's location more often if the user has allowed location services, ensuring more accurate GPS data.

Issue: Users were unable to edit the BH field in a Meeting event after it was created.

Resolution: Fixed this issue by ensuring the BH field remains editable for Meetings and To-Dos after they are created.

Issue: The "Before a Visit Happens" automation trigger did not trigger for events that had been moved on the schedule.

Resolution: We have fixed this issue by adding a new flag to the automation history table, ensuring the automation trigger still works when event dates are adjusted.

Issue: Item/service descriptions were not being added to visits that were scheduled using Quick Dispatch, leading to missing details.

Resolution: Updated Quick Dispatch to automatically pull item/service data from the original source, ensuring all descriptions are correctly filled in.

Issue: Assessments scheduled from a work request were not appearing on the dispatch board, making it difficult to dispatch scheduled assessments.

Resolution: Fixed this issue by ensuring that scheduled assessments are correctly included when displaying events for the dispatch board, allowing for more accurate and holistic dispatching.

Issue: The text merge tags "Employee First Name" and "Employee First Name" were not displaying the correct employee names in texts, causing missing or incomplete information.

Resolution: Fixed this issue so that these merge tags now correctly populate with the relevant employee’s first and last name in automated text messages.

Issue: Sequence Automations were being incorrectly triggered for review even when the trigger conditions were not met, causing previously rejected Automations to reappear as pending.

Resolution: Updated the logic for handling reviewed automation jobs to ensure a record is kept, preventing them from being re-added incorrectly after rejection.

Issue: Users experienced an endless loading screen when creating a Legacy Automation with the "Run at a Certain Time" trigger and selecting a day in the future.

Resolution: Fixed this issue by ensuring that the request date from the frontend is correctly formatted to match the company's date-time format, preventing errors and allowing automations to be created successfully.

Issue: When converting an accepted estimate to an invoice, the estimate status was not changing to "Invoiced" if any item or service in the estimate had been deleted from the Items/Services list.

Resolution: Fixed this issue by adding warnings when creating an invoice from an estimate if the estimate contains a deleted item or service. A notification will now inform users to update the estimate before proceeding.

Issue: Emails sent from the Dispatch Board were not being delivered to CC recipients, causing missed communications.

Resolution: Fixed this issue by ensuring CC emails are properly handled by the email service when sending email from the dispatch board, so all intended recipients now receive the emails as expected.

Enhancement: Improvements to Budgeted Hours in Quick Dispatch

What’s New?
We’ve improved Quick Dispatch by making it where you set your budgeted hours per line item instead of as a whole on the visit. This allows for budgeted hours to be accurately shown on line items when the visit is created.

How It Works:

• When creating a Quick Dispatch template, or creating a one time Quick Dispatch, you will be able to set the BH amount per line item.
• The budgeted hours per line item will be added up and displayed at the top.
• When the visits are created, the line items on that visit will reflect the entered BH when setting up the Quick Dispatch.

Bug Fixes

Issue: When receiving notifications for different actions in the software, the timestamps were not displaying in the correct timezone.

Resolution: Switched the notification timestamp conversion from to UTC to user timezone instead of CDT to user timezone.

Issue: The "Use Property Location for Tax Rate" setting was not populating correct tax rates in certain circumstances.

Resolution: Included the city name in the lookup call to create a more precise tax rate lookup.

Issue: The merge tag "Use Property Location for Tax Rate" did not pull the correct text when a visit is skipped.

Resolution: Pointed the correct database values to the merge tag to display the skip reason.

Issue: Opening the notification page did not default to showing todays date which forces the user to need to update the filter in order to see the most recent notifications.

Resolution: Updated the default view to show messages from the last 7 days, and enhanced the sorting order to show newest notifications at the top.

Issue: Sometimes visit schedules are not following the recurring dates given.

Resolution: Updated the time zone conversion on the back end to ensure visits are created on the correct time zone of the user.

Issue: Sometimes the Sequence Automation stop trigger would re-trigger the automation.

Resolution: Refactored our stop trigger handling to ensure that any associated jobs are removed from the automation queue immediately, and won't retrigger the automation.

Bug Fix

Issue: Employees with “view-only” permissions for customers and payments were still able to delete customers or payments, even without the proper permissions.

Resolution: Employees with “view-only” permissions for customers or payments can no longer delete them unless they have explicit delete permissions.

Bug Fixes

Issue: The "Show Custom Fields in Client Portal and PDF" feature was not working correctly with PDFs, preventing custom fields from being displayed.

Resolution: The issue has been fixed by ensuring the correct invoice ID is passed, resolving the error and allowing custom fields to appear properly in both the client portal and PDFs.

Issue: When adding a bank account, the action was not being recorded in the payment method history.

Resolution: Updated the connection process to ensure that adding/removing payment methods is accurately tracked.

Issue: The "/expired/changeCard" page did not provide an option to renew subscriptions, which resulted in users being forced to cancel their subscriptions.

Resolution: The "/expired/changeCard" page has been removed to eliminate redundancy, and the "/expired" page has been updated to take its place. This page includes a renewal option, ensuring users are not forced into cancellation.

Issue: The automation trigger for when a work request form was submitted was not working, preventing automated actions from happening as expected.

Resolution: The issue has been fixed, the automation trigger for both Sequence and Legacy automation now functions correctly when a new work request is submitted, ensuring automated actions run as intended.

Enhancements

Enhancement: Improvements to bulk text messaging

What’s New?
We’ve improved the bulk texting process by adding a visual progress bar, and made optimizations to how messages are batched when sending bulk texts. This allows for smoother processing, reduces backend load, and improves visibility into sending progress.

How It Works:

• The system first compiles the list of customers you are sending the text to.
• These customers are then divided into batches of 500.
• Messages are sent one batch at a time, ensuring better performance and tracking.
• A progress bar now clearly displays the sending status for each batch.

Enhancement: New Merge Tags Current Month & Current Year

What’s New?
We've added two new merge tags! Current Month and Current Year have been added to make your messaging more dynamic and personalized.

How It Works:

• automatically replaces with the current calendar month (e.g., "February").
• automatically replaces with the current calendar year (e.g., "2025").
• These tags can be used in messages, emails, and templates to keep content up to date without manual changes.

Enhancement: Confirmation Before Swapping Subscriptions

What’s New?
To prevent accidental charges, we’ve added a confirmation prompt before a payment is processed when swapping subscription plans. This ensures users have a chance to review their selection before being charged, and users must explicitly approve the change before the charge is processed.

Where This Applies:

• Pricing page when creating a Copilot account
• Subscription upgrade page
• Account expired page

Bug Fixes

Issue: Sequence Automation action for "Create and Assign To-Do" was not working when using Sequence Automation triggers "Customer Added a Credit Card" or "Customer Added Bank Account".

Resolution: Fixed the trigger detection so that Sequence Automation now correctly executes the action when these payment methods are added from the business end.

Issue: Copilot's 1% application processing fee for Solo and Starter tiers was not appearing on invoices, causing invoices to display an incorrect total processing fee.

Resolution: Updated invoices to ensure the 1% application fee is correctly included in the processing fee calculation and displayed on invoices moving forward.

Bug Fixes

Issue: When archiving an estimate, "estimate is sent" sequence automations are triggered.

Resolution: The system has been updated so that archiving an estimate no longer triggers "estimate is sent" sequence automations, ensuring automations fire at the correct and intended times.

Issue: Customer name was not updating in real time when trying to edit customer information while creating an estimate.

Resolution: The issue was fixed by ensuring the customer selection is properly updated in real time so the customer name remains consistent after saving, reducing confusion when updating customer info.

Issue: When editing customer information while creating an estimate, an error popup would appear behind the current popup, making it difficult to see or interact with.

Resolution: The error popup now displays correctly in front of other popups. This change was also implemented in other similar areas such as creating an invoice, editing and invoice, and editing an estimate.

Issue: The Calendar view displayed incorrect scheduled Budgeted Hours when using multi-day visits.

Resolution: The issue was caused by a faulty query, which led to duplicate rows and inflated Budgeted Hours counts. This was fixed by introducing a new query that correctly filters events without duplication, ensuring accurate Budgeted Hours on the schedule.

Issue: When editing an invoice, the Invoice Terms would automatically reset to the default Terms instead of keeping the custom terms entered by the user.

Resolution: Now, both the Terms and the Notes fields will only be auto-filled when creating a new invoice or estimate, and they will remain unchanged when editing in order to prevent data loss and extra work for users. This change was also implemented in other similar areas such as creating an invoice, creating an estimate, and editing an estimate.

Issue: Budgeted Hours scheduled were not displaying correctly for calendar sections that span multiple years.

Resolution: Budgeted Hours will now display correctly when viewing any calendar section that includes dates from two different years.

Issue: The "Account Standing" setting in Preferences was incorrectly affecting customer profiles by applying an unnecessary date filter to outstanding and paid balances.

Resolution: Removed the condition that applied this date filter to customer profiles, ensuring that customer outstanding and paid balances are now displayed correctly.

Issue: Some users were unable to access customer profiles due to a fatal error caused by a missing Stripe record for specific customers.

Resolution: Implemented a self-healing mechanism that automatically removes invalid Stripe references when a missing record error occurs, ensuring continued access to customer profiles.

Issue: Closing and reopening a visit caused duplicate item/service line items to appear on the invoice.

Resolution: The issue was fixed by adding a reference to the visit record in the invoice line items, ensuring the system correctly identifies and removes items related to reopened visits.