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.

Bug Fixes

Issue:
Sending an email would sometimes result in the "Reply-To" address being incorrectly set to a "noreply" address instead of the company's email address.

Resolution:
The logic used to determine the "Reply-To" email address was incorrect and has been fixed to ensure it now defaults to the correct company email address.

Issue:
The "Tax %" column was not visible when customers viewed invoices in the client portal.

Resolution:
The invoice page has been updated to display the "Tax %" column correctly, and the "Total" column was adjusted to include tax amounts, ensuring accurate and easy to understand invoice details for customers.

Issue:
After deleting the main photo for a property, the system would show an error image instead of reverting to the default property icon.

Resolution:
Now, when the main photo is deleted, the system automatically resets it to the default property icon.

Issue:
When editing an estimate, any custom values entered for specific Rate Matrix fields (Qty, Cost, Visit Total, Tax) were being overwritten by the "Calc" field rules.

Resolution:
The system now checks if users have modified these fields before applying the "Calc" field value to the matrix, ensuring that custom values are retained instead of being reset.

Bug Fixes

Issue: The Invoice Due Date merge tag was incorrectly showing a date 1 month in the future for invoices that did not include a late fee.

• Resolution: The Invoice Due Date merge tag will now remain blank if no late fee is set.

Issue: Users were unable to edit links in the wiki because the modal for editing was not accessible when created through HTML.

• Resolution: The issue has been fixed by removing a specific attribute in modals created via HTML and adding a global JavaScript event to handle the same issue for modals initiated through JavaScript.

Issue: Line item totals on invoices were calculated incorrectly when generated from level billing, causing inaccurate totals to appear.

• Resolution: Found an issue with how the Tax column was effecting the calculations for individual invoice line items. Updated calculations, ensuring accurate totals are now displayed.

Issue: Employees were being automatically clocked out at midnight, even though the "Auto Clock Out at Midnight" setting was not enabled for their company.

• Resolution: The system has been updated to include validation steps that check if the "Auto Clock Out at Midnight" setting is turned on for the company, and ensures employees are only logged out if they exceed 7 consecutive days of time tracking.

Issue: Level billing invoices not generating when a line item associated with the level billing contract is deleted, causing billing interruptions.

• Resolution: A fix was implemented to automatically recreate the item/service as it is shown on the Level Billing agreement, ensuring invoices are generated correctly.

Issue: The "Get Live Weather Data" button was not retrieving any weather metrics when creating a new Chemical Application.

• Resolution: Updated the system to use the correct API key and reworked the data processing code to ensure compatibility with recent OpenWeather API changes, restoring functionality.

Issue: Clicking the "Statement" button sometimes caused duplicate invoices to be created.

• Resolution: Added system guardrails to ensure that using this option does not generate duplicate invoices

Issue: When adding rate matrix line items to estimates, the tax percentage was not showing up as expected.

• Resolution: Tax percentages are now correctly displayed for rate matrix line items, and the tax field remains visible even when the calculation value changes.

Issue: The "Edit" button was incorrectly displayed for PDF files uploaded to the "Photos/Documents" section, even though editing is only supported for image files.

• Resolution: The "Edit" button now only appears for JPEG (JPG), GIF, and PNG files, while the "Main Picture" button is also limited to these file types. PDF files no longer have these options, as they are not supported for PDFs.

Issue: Files between 8MB and 15MB were failing to upload to Estimates, Invoices, Properties, and other areas because of limit differences between the front end code and back end code.

• Resolution: The backend file upload limits have been updated to match the frontend limit of 15MB across all areas, ensuring files upload successfully without errors.

Issue: When users sent estimates using the "copy link" feature, the "Estimate is sent" automation trigger was not activated as expected.

• Resolution: Added logic to ensure the "Estimate is sent" automation trigger works when estimates are shared via "copy link."

Issue: Meta Data Error occurs when trying to make a card payment for customer credit from the customer portal.

• Resolution: Refined what data is being passed to Stripe to ensure the error no longer occurs, and no redundant data is passed.

Issue: The navigation side menu would flash when moving between pages, causing distractions for users.

• Resolution: The side menu's behavior has been updated to consistently remember its collapsed or expanded state, providing a smoother experience when switching pages.

Issue: The Internal Subscription Upgrade Page was outdated and did not match the information and options available on the public copilotcrm.com website.

• Resolution: All Upgrade Pages has been updated to ensure they fully reflects the current subscription details and options available publicly on copilotcrm.com.

Issue: The "Mark as Dropped Off at Property" option was not working for estimates, preventing users from updating the status accurately.

• Resolution: Made the "Dropped Off at Property" status fully functional and added it to all relevant pages for better visibility.

Issue: Records with the "General Work" type were not appearing on the map in the Time Tracking page, even when location services were enabled for the device in use.

• Resolution: The update ensures that "General Work" type records are now displayed on the Time Tracking map if users have enabled location services on their mobile device.

Bug Fixes

• QuickBooks Sync Error: Fixed an issue where syncing with QuickBooks failed because the system expected an invoice number, but text was provided instead.
• Photo/Attachment UI Fixes: Resolved several issues in the photo and attachment management interface to improve usability.
• Visit Dates Changing on Invoices: Fixed a bug where the dates of previously created visits were being changed when generating invoices.
• Expense Assignment Label Fix: Updated the assignment option for expenses to display as “Trucks / Equipment” instead of just “equipment” for consistency across the software.
• Broken Links in Text Messages: Resolved an issue where links sent to customers via text messages were showing as code instead of clickable links on the business side.
• Legacy Automation Sending Emails Incorrectly: Fixed an issue where legacy automation incorrectly sent emails to customers even when the "Payment Made on Account" condition was not met.
• Unable to Delete PDFs: Addressed an issue preventing users from deleting uploaded PDF files on a customer's property page.
• Notification Date and Time Confusion: Fixed incorrect date and time formats in the notifications page to ensure users understand when notifications are received.
• Missing Tax Column on Level Billing Invoices: Fixed an issue where invoices created from a level billing agreement did not include the tax column.
• Incorrect Event Time Display: Fixed an issue where the Event Scheduled Time merge tag incorrectly showed "12:00 am" when no time was set for the event.

Enhancements

• Custom Fields: Previously created custom fields can now be reused across invoices, estimates, properties, and more, preventing accidental duplication.
• File Uploads: Increased the file size limit for uploads across the platform to 15 MB, replacing the inconsistent 2 MB limit in some areas.

Bug Fixes

• Resolved the “Failed to Parse Time String” error that appeared when viewing paid invoices with the DD/MM/YY date format selected in settings.
• Corrected an issue where payment timestamps displayed incorrectly due to the system not applying the selected time zone in settings.
• Fixed an error message when uploading large images; the system now correctly displays “File is too large” instead of “File not supported.”
• Addressed a bug where Level Billing Agreements set to automatically create invoices were generating two blank invoices and invoices with duplicate numbers.
• Fixed the Sequence Automation Trigger Condition: “Visit is Skipped,” which now properly triggers automation when a scheduled visit is marked as skipped.
• Resolved the issue where the “Card was Declined” Sequence Automation Trigger failed to activate when a card payment attempt was declined.
• Fixed a bug causing emojis in emails to appear as question marks when received by customers.
• Corrected an issue where the “Before a Visit” automation did not trigger for events rescheduled to the next day, ensuring proper communication in these scenarios.

Resolved Bugs

• Emojis in Email show as question marks when received by Customers: Fixed an issue where emojis in emails where not displaying correctly when sent to Customers. All emojis now display correctly through email.
• Cannot add Payments, results in an infinite Loading Wheel: Fixed an issue where some accounts were unable to process payments through Copilot CRM, caused by a session issue. The session issue has been fixed, payments can be recorded once again.
• Duplicate invoices generating from Level Billing visits: Fixed an issue where some accounts had invoices duplicated, related to Level Billing visits. Established guardrails around invoices to prevent this from happening in the future.

General Problems

• Wrong URL for New Items/Services: Fixed an issue where creating a new Item or Service generated an incorrect link (URL) if the user hadn’t visited the Item/Service page first during that session. The URL now works correctly every time.
• Search Bar Doesn’t Allow @ Symbol: Fixed a bug where the Search Bar didn’t let you type the "@" symbol when searching for customer email addresses. The Search Bar now works properly for email searches.
• Deleted Invoice Numbers Show Up: Resolved an issue where the search box for invoices displayed numbers for invoices that were deleted. The search now only shows active invoices.

Display and Design Issues

• Update Marketing Email Pop-Up: Updated the pop-up for marketing emails to correctly show the new limit for how many emails can be sent in the queue.
• Recurring Schedule Filter Shows Wrong Results: Fixed a bug where the "Recurring Scheduled" filter showed customers with only one visit instead of just those with recurring visits. The filter now works as intended.
• Taxes Missing in Estimate PDFs: Added the word "Taxes" to the total breakdown in estimate PDFs.

Functional Problems

• Card on File Setting Changes Automatically: Fixed an issue where the setting "Require Card on File to Accept Estimates on Client Portal" reverted from "No Customers" to "Using the Setting Determined in Customer Profile" when creating a new customer. The setting now stays as the user sets it.
• Tag Filtering on Estimates Doesn’t Work Right: Fixed a problem where filtering by Customer Tags using "Not Include" and "All" on the Estimates Page gave incorrect results. Filtering now works correctly for organizing and finding the right data.

Bug Fixes

• “Cannot Be Loaded” Error: Appears immediately after adding a property to a line item while editing an estimate.

• Estimated Profit Changes: The “Estimated Profit” on an estimate what uses Price Matrices changes automatically when editing and saving, even without any changes being made.

• Outdated SMS Error Handling: SMS error handling for Free, Starter, and Pro tiers lacks clarity for the user.

• Failed Payments in Stripe: Failed payments do not reflect as a failed status in Copilot, causing users to believe funds were received, with no way to manually resolve the issue.

• Automation Issues After Downgrade: Sequence automations are not disabled for clients after a plan downgrade.

• Incorrect Decimal Placement for Tips: Tips on the payment receipt page are displayed with incorrect decimal placement.

• Fix Customer/Payee on Single Payment Record Screen: Resolve issues with the customer/payee field on the single payment record screen.

• Refactor Time Zone Helper: Time stamps on the invoice history page do not align correctly, causing confusion about when actions were taken.

• Duplicate Custom Fields on Invoices: Eliminate duplicate custom fields from invoices.

Bug Fixes

• When pressing ‘Cancel’ on the visit creation page, the page refreshes instead of navigating back to the schedule.

• Unable to scroll up to view previous text message history.

• The “Crews” filter on the invoice list does not work, resulting in an endless loading screen until the filters are reset.

• The automation trigger “Tip Added on Payment” does not work in Sequence Automation, leading to missed communications.

• Using Sequence Automation with the action “Payment Added” and the condition “Tip Added” causes an infinite spinning wheel when attempting to record a manual payment, disrupting workflows and creating discrepancies in payment records.