We've enhanced the recurring series editing experience to prevent accidental changes to completed visits and provide clearer feedback about what changes will be applied.

Effective Start Date Controls

• Renamed "Start Date" field to "Effective Start Date" for clarity

• Added validation to prevent selecting dates prior to today
• Display original series start date below the field for reference
• Added inline validation with clear error messaging
• Reminder text: "Completed events will not be modified"

Enhanced Event Count Management

New breakdown table when "Count of Events" is selected shows:

• Unchanged (events in the past or that have been completed.)
• Expected (events that will be updated after editing the series)
• Total Events (total unchanged plus expected events)

Contextual Confirmation Modals

• End Date Mode: Shows date range and number of new events to be created
• Count Mode: Displays how many new visits will be added from today forward
• Indefinite Mode: Alerts about 1-2 minute processing time with reload warning

This update addresses user feedback about unexpected changes to recurring series and builds on our commitment to adding protective guardrails throughout the platform.

New update for Copilot, including several bug fixes:

Bug Fixes

• Email Templates: Fixed an issue where users experienced images that were previously attached to email templates no longer being available, resulting in no image appearing in the email template.
• Emails: Fixed an issue one of our users was having where the “reply-to” address on emails was not being set to the company email.
• Scheduling from an Estimate: Fixed an issue when the user clicked the “Create Visit” button at the top of the Estimate Details view to schedule all line items on an estimate, the Line Items would not indicate that they were expected by updating each line item on the estimate to have an Edit button linked to the visit they are scheduled on.
• Scheduling from an Estimate: Fixed an issue where if an estimate with multiple line items already had some of the line items added to the schedule, when using the “Create Visit” button at the top of the Estimates Detials view to schedule the remaining line items, the items that were already scheduled would be added to the new visit resulting in the line items being scheduled twice. Now the already scheduled line items will not be added to a new visit to avoid duplication.
• Scheduling from an Estimate: Renamed the “Create Event” button on the Estimate Details page to now read “Create Visit” for better clarity of what the button does.

Have feedback or questions? Contact our support team.

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

Bug Fixes

• Invoice Totals: Fixed an issue where one user reported experiencing one of their invoices having the total cost of one of the line items doubled in the invoice total, even though the line item displayed the total amount correctly.
• Customer Discounts: Fixed an issue where the discount entered on a customer’s profile was not being carried over to newly created invoices and estimates for that customer.
• Merge Tags: Fixed an issue where the PROPERTY_NOT_SERVICED_REASON merge tag was not populating with the “Skipped Reason” entered when skipping a visit on the schedule. Using a sequence automation with the “Visits is Skipped” trigger and having an action that sends an email that includes the PROPERTY_NOT_SERVICED_REASON merge tag will now populate the merge tag with the “Skipped Reason”.
• Sequence Automation: Fixed an issue with the “Card was declined” trigger not starting a sequence automation after a card had been declined.

Improvements

• Customer Communication Tab: On the customer communication tab in the customer profile, we have made several improvements for better visibility to the information that matters when looking at Email history. Added “Click to view” button, making it more intuitive to see the email’s content. Added the sent/opened status chip to quickly see if the customer has opened the email. Sent date and time column was added. Opened date and time column was added to see the date and time of the last open from the customer. Added open count to display how many times the customer has opened the email.
• Dispatch Board: Updated the table of events on the dispatch board to show up-to-date information about the time tracked on an event without needing to refresh the page.

Have feedback or questions? Contact our support team.

What started as a one-time experiment has become part of our DNA. Welcome to our third dedicated papercuts day, where we step away from building the big features for one day to focus entirely on the small friction points that slow you down.

This round brought 14 targeted improvements across invoicing, dispatch, customer management, and integrations. None of these will change your world overnight, but together they make Copilot feel more responsive to how you actually work.

What We Fixed

• Customer Profiles: Resolved white screen issue that prevented customer profile pages from loading properly - users can now access all customer information without errors
• Invoicing: Fixed tax percentage calculations that were incorrectly updating when editing invoices - custom tax rates now remain unchanged when reopening invoice edit pages
• Business Profile: Corrected form validation issue where optional fields became required after clicking - only required fields now show validation errors
• Dispatch Board: Fixed automatic scrolling to top when viewing visit photos - users now stay in their current position on the board after checking photos
• Invoice Settings: Updated delivery preference notifications to accurately reflect current settings instead of showing generic email messaging
• Late Fee Rules: Fixed currency symbol display that wasn't updating when switching between percentage and exact amount calculations
• Auto-Charge Settings: Added clear confirmation notifications when enabling or disabling auto-charge preferences
• Invoice Status: Corrected "sent via copied link" notifications that incorrectly displayed as "sent via text"
• Visit Creation: Removed confusing sidebar when creating visits to streamline the workflow and reduce clutter
• Communications: Added email open tracking details directly in customer communication tabs - users can now view email timestamps and open status without navigating to separate email history pages
• Dispatch Board: Made "On Site" status visible to employee and regular accounts, improving team communication and coordination
• Customer Profiles: Added smooth loading animations for text fields to eliminate visual expansion during page load
• Work Requests: Updated table column header from "Date of request" to "Preferred Work Date" for better clarity
• QuickBooks Integration: Improved mapping interface text and removed outdated references for clearer user guidance

What's Next

These focused improvement sessions have become a regular part of our development rhythm. While we continue building the major features on your roadmap, we're committed to consistently addressing the small stuff that adds up to a better daily experience.

Keep the feedback coming—we're already planning round four.

– The Copilot CRM Team

✨ New Pages: Pictures, Work Request, Rate Us, My Profile

⚡Entire portal now rebuilt in React with modern APIs

💳 Faster performance, improved security, and updated design

🤝 Optimized customer experience for higher acceptance rates and smoother payments

New update for Copilot, including several bug fixes:

Bug Fixes

• Scheduling: Fixed an issue where extending a recurring series moved the calendar to the bottom of the page. The calendar now remains in the proper position when extending a recurring series.
• Scheduling: Resolved a problem where crew assignments didn’t update correctly. Updates now reflect instantly in the list view.
• Dispatch Board: Corrected an issue where skipped visits weren’t displaying the correct status on the dispatch board. Skipped visits now appear accurately on the dispatch board.
• Navigation: Fixed a blank-screen error that occurred when trying to view Invoices and Estimates, after changing the connected Stripe account. Pages now load reliably.
• Billing: Resolved an issue where invoice totals displayed incorrectly when auto-populate was enabled. Totals now calculate correctly right away.
• Time Tracking: Fixed an issue where logged time wasn’t visible in the grid view. All tracked hours now display consistently.
• Estimates: Corrected behavior when deselecting line items in accepted estimates caused all line items to turn red. Edits now save properly and only the deselected line item turns red.
• Payments: Fixed the “card on file” badge incorrectly disappearing. The badge now accurately reflects when a card remains on file for the customer.
• Customers: Corrected customer type labels shown under the customer name. Customer type labels no longer display under the Customer’s name, and are visible in the Type column, as expected.

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

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

Bug Fixes

• SMS Setup: Resolved issue preventing Australian users from searching and selecting SMS numbers after registration approval - international users can now complete SMS configuration successfully
• Customer Management: Fixed missing credit card icons in Customer List view - payment status indicators now display correctly for customers with saved cards
• Billing: Resolved issue where payments appeared in the Payments section but weren't reflected on corresponding invoices - payment applications now display accurately across all views
• Dispatch Board: Fixed delay in table updates after assigning crew to visits through the pop-up modal - crew assignments now appear immediately without requiring a page refresh
• Scheduling: Resolved issues with the Extend Recurring Series popup displaying duplicate overlays and incorrect dates - users can now extend recurring events reliably
• Scheduler: Fixed date handling errors that occurred during end date validation - improved system stability for date-related operations

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

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.