Customer Portal Enhancement

• Paid invoices now automatically appear in customer portals regardless of send status
• Customers can view their payment history without requiring invoice emails
• Particularly beneficial for businesses using daily or weekly billing cycles

Payment Method Storage Controls

• Enhanced functionality for "Require a payment method on file" setting in Settings > Invoices, Estimates and Receipts
• When turned off, customers now have the option to opt in/out of saving payment methods during checkout
• When checked, payment methods are automatically stored (existing behavior)
• Useful for property managers and businesses handling multiple properties or large project billing

New update for Copilot, including several bug fixes and improvements:

Bug Fixes

• Property Management: Fixed issue where users were unexpectedly redirected back to the main Property page when adding line items from Events from the Events Assigned to this Property list - you can now complete the add line process without interruption
• Automation: Resolved problem where sequence automations weren't triggering after estimate approvals - automated workflows now fire reliably when customers approve estimates
• Payments: Corrected misleading "card on file" message that appeared even when no payment method was saved - payment screens now accurately reflect available payment options
• Billing: Fixed tax rate calculation issue when "Use Property Location for Tax Rate" setting was enabled - invoices now apply the correct tax rate based on property location, even when ZIP codes are in overlapping counties
• Auto-Charge: Resolved duplicate charging issue where credit cards were charged multiple times when using auto-charge on invoice creation after sending the invoice - cards are now charged only once as intended
• Payment History: Fixed incorrect timestamps displayed in auto-charge history - payment records now show accurate date and time information

Improvements

• Property Notes: Added visual confirmation messages when updating or adding property notes - you'll now see clear success notifications confirming your changes were saved
• Notifications: Updated message notification icon to show only unread conversations instead of all open conversations - reducing notification noise so you only see alerts for messages that need your attention

Have feedback or questions about these updates? Contact our support team.

New update for Copilot, including several bug fixes and improvements:

Bug Fixes

• Billing: Fixed automatic charge attempts that were triggering immediately after invoice creation despite no retry rules being configured
• Customer Statements: Resolved issue where the email builder wouldn't load when sending customer statements - users can now successfully compose and send emails
• Account Access: Fixed blank screen issue that prevented viewing customers and invoices for specific accounts
• Automations: Restored functionality for legacy review automations that weren't firing when customers left 4-5 star ratings

Improvements

• Discount Fields: Enhanced discount field validation to only accept numeric values between 0-100 with proper formatting across all invoice and estimate pages
• Invoice Security: Disabled discount modifications on fully paid invoices to prevent accidental changes to completed transactions

Have feedback or questions about these updates? Contact our support team.

New update for Copilot, including several bug fixes and improvements:

Bug Fixes

• Invoices: Fixed endless loading wheel when attempting to edit invoices - users can now successfully modify invoice details without getting stuck
• Customer Portal: Resolved authentication error that briefly flashed on screen when customers accessed their invoices through portal links
• Billing: Fixed subscription renewal issues that were incorrectly combining charges and locking users out of their accounts
• Notifications: Fixed notification bell to properly display when estimates are accepted through the customer portal or CRM
• Invoices: Corrected workflow issue where completed visit information wasn't being added to existing pending invoices after they were edited
• Invoices: Fixed missing custom fields on invoices automatically generated from visit completion or level billing contracts
• Payments: Fixed payment note editing so new text properly replaces existing notes instead of duplicating the original content
• Notifications: Improved delivery timing for mobile push notifications when customers accept estimates - notifications now arrive immediately
• Dispatch Board: Fixed item and service search dropdown that was disappearing when hovering over results while adding line items
• Navigation: Resolved infinite loading issue with breadcrumb navigation when viewing customer profiles with apostrophes in their names
• Address Selection: Fixed country and state dropdown fields to automatically update correctly when selecting addresses through Google Maps integration

Improvements

• Customer Import: Updated sample file template with clearer formatting, better examples, and more comprehensive field guidance

Have feedback or questions about these updates? Contact our support team.

What’s New:

We’ve brought the same high-converting magic from the Estimates Page redesign to the rest of the Customer Portal — now fully optimized for faster payments, easier invoicing, and smoother tipping.

This is more than a visual update — it’s designed to put more money in your pocket and reward your team.

Why It Matters for Your Business:

These upgrades directly impact your bottom line:

• 💳 Get paid faster → streamlined payment flow + easier card storage
• 📱 More mobile-friendly → most customers use their phones, now the portal works perfectly on them
• 💸 Get tipped more → guided tipping experience improves conversion
• 👥 Track team performance → tip tracking by employee is coming soon
• 🔒 Fewer payment errors → improved Stripe integration and card handling

What’s Included:

🧾 Invoice Page Redesign

• Cleaner, easier-to-read invoices
• Fully mobile-optimized experience
• Faster load times and improved navigation

💳 Payment Improvements

• Smoother credit card entry and updates (via Stripe’s latest APIs)
• One-click payment experience from mobile devices
• Better error handling and fewer failed transactions

🎁 Tipping System Overhaul

• Guided tipping options (10%, 15%, 20%, or custom)
• New design encourages more generous tipping
• Tip assignment by employee coming soon (aligned with new No Tax on Tips legislation)

Who This Affects:

• Already using the Customer Portal?

These updates are live in your account — no setup required. Just send invoices like normal and enjoy the smoother flow.

• Still sending paper or PDF invoices?

You’re missing out — the upgraded portal is built to increase tips, reduce admin time, and get you paid faster.

✨ Enhancement:
When creating or editing a visit, you’ll now see Level Billing indicators directly next to line items when searching and selecting them from the line item dropdown menu, making it easier to spot which ones are included in the Level Billing plan and which will be invoiced separately.

🪲 Issue:
When downloading a PDF that includes multiple estimates or invoices, the invoices or estimates overlapped each other and became difficult or impossible to read.
✅ Resolution:
This formatting issue has been fixed, and downloaded PDFs with multiple estimates or invoices now display all text clearly without any overlapping.
​
🪲 Issue:
Visits generated from multi-step programs were not correctly carrying over the set tax amounts for each line item.
✅ Resolution:
Visits now correctly inherit the predefined tax amounts from multi-step programs, ensuring accurate tax rates and correct totals.
​
🪲 Issue:
In some cases, invoices showed a negative year as the invoice date if the line item(s) didn’t have a date selected.
✅ Resolution:
This issue has been fixed by adding guardrails so that invoices now use a valid date, even if one or more services don’t have a date filled in.

What’s New:

We’ve rolled out a massive upgrade to the Copilot Email Builder — built to give you more control, better deliverability, and a faster, smoother workflow when creating emails. Whether it’s an automated campaign or a one-off send, you’ll now be able to design with more flexibility and confidence.

Why It Matters for Your Business:

These changes are all about helping you send better emails, faster — and get better results:

• ✍️ Polished, professional designs with more editing tools and layout options
• 📬 Higher open and engagement rates with support for preheaders and meta tags
• 💡 Smarter workflows with test sends, previews, and one-click saving
• 📱 Mobile-ready layouts to ensure your emails shine on every device
• 🧠 Peace of mind with undo, version history, and device-specific visibility

What’s Included:

✨ Design & Editing Upgrades

• Brand-new toolbar for faster access to preview, test, save, and support
• One-click save to protect your work as you go
• Improved testing tools for desktop, tablet, and mobile previews

⚙️ Enhanced Email Settings for Deliverability

• Preheader text (next to your subject line in inboxes) = more opens
• Support for meta tags: subject, title, and language = cleaner HTML + better compatibility
• Full background image support for immersive branding

📦 New Content Blocks

• Add HTML, Video, Menu, Table, Emoji, and more with new drag-and-drop blocks
• Fine-tuned text formatting for clean, flexible layouts

🛠️ Advanced Controls

• Undo & version history to fix mistakes quickly
• Device-based visibility (show/hide blocks based on screen)
• Custom icon support
• In-app image editing (filters, brightness, crop, and more)

Who This Affects:

• Already using the Email Builder?

The upgrades are live in your account now—no action required. Just click into any email to see the new features in action.

• New to Email Marketing in Copilot?

There’s never been a better time to get started. The new builder gives you all the tools you need to create high-performing campaigns.

We’ve rolled out a major infrastructure upgrade to improve the speed and reliability of Automated Actions in Copilot — the system that powers things like email sends, text notifications, invoice generation, and more.

✨ What’s New

• 🔄 Migration to Amazon Aurora — a high-performance database up to 5x faster than standard systems
• 🧠 50% reduction in database load, improving speed and reliability platform-wide
• ⚙️ Faster execution of automated workflows during peak hours
• 💪 Stronger infrastructure using scalable SQS queues
• 🔁 Faster failovers, continuous backups, and seamless scaling during peak demand

🔧 Why It Matters

These upgrades make Copilot faster, more reliable, and built to scale with your business.

You’ll notice:

• ⏱️ Quicker load times
• 🔐 Improved uptime
• 📈 More consistent performance during high-volume operations

This project was rolled out in phases to reduce risk, monitor performance, and ensure a smooth transition. It’s now fully deployed and live across all accounts.

🪲 Issue:
When editing an invoice, users were able to reuse invoice numbers that had previously been deleted, which caused confusion and duplicate invoice numbers.
✅ Resolution:
The system now correctly prevents users from assigning an invoice number that was used by a deleted invoice, ensuring invoice numbers remain unique and consistent.
​
🪲 Issue:
When downloading a PDF version of an invoice or estimate, bullet points in item descriptions appeared as incorrect icons instead of the standard bullets shown in the app.
✅ Resolution:
This display issue has been fixed, and bullet points in downloaded PDFs now correctly appear as standard bullets, matching how they look in the app interface.
​
🪲 Issue:
When setting the default invoice date to "The date of the last service added to the invoice before it is sent", the system incorrectly used the send date instead of the actual last service date from the invoice.
✅ Resolution:
The system now correctly uses the date from the last line item added to the invoice, whether from an event or manually entered, as the last service date, restoring the intended behavior.

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 ✈️