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

Bug Fixes

• Automations: Fixed an issue where Automations in Review did not display automation names, making it hard to tell which automations were awaiting review.
• Automations: Fixed an issue where automation names in Automations in Review could display with an extra “-”.
• Dispatch Board: Fixed an issue where adding an accepted estimate item to an existing visit did not immediately update the displayed BH until the visit was saved or reopened, so the BH now refreshes right away when line items change.
• Mobile (Field Force): Fixed an offline sync issue where time tracking entries for crews on the same visit could fail to sync correctly (including clock-out and general work time), so employee time now updates more reliably across devices and in Copilot when connectivity is spotty.
• Mobile (Field Force) / Schedule: Fixed an issue where visits closed in the Field Force app could show an incorrect completion time on the web app, so the completion time now matches when the visit was actually closed.
• Dispatch Board: Fixed Safari drag and drop issues that could cause inconsistent behavior when using Dispatcher Notes, improving reliability on desktop Safari and mobile devices.
• Dispatch Board / Routing: Fixed an issue where moving a routed visit to a different day could clear its route order but still show it as routed on the map, so the pin style now stays in sync with the visit’s routing state after the move.
• Estimates: Fixed an issue where the Budgeted Hours (BH) field could be locked and uneditable when Rate Matrices were enabled, even for services that are not part of a rate matrix. BH is now editable for non-Rate Matrix services and only locked for Rate Matrix services in both Add and Edit Estimate flows.
• Dispatch Board: Fixed an alignment issue in the totals bar at the bottom of the table so each total now lines up correctly with its column header, reducing confusion when reviewing employee time data.
• Customers: Fixed an issue where opening a customer profile could result in a blank white screen, preventing access to customer details.
• Payments: Fixed an issue where canceled or failed ACH payments could still appear as active on the customer profile. Payment History now shows clearer status details that match what you see on the Payments list page.
• Dispatch Board / Mobile (Field Force): Fixed an issue where reopening multiple visits at once from the Dispatch Board (for visits closed via Field Force) could get stuck on an infinite loading spinner.
• Intercom / Calendar: Fixed an issue where Intercom hover tooltip text could persist after moving your mouse or closing the widget by removing redundant tooltip initialization on the Calendar page.
• Schedule / Calendar: Fixed an issue where opening a specific event could show blank or “undefined” breadcrumbs and get stuck in an endless loading state. We now correctly handle deleted events when closing the event details popup, preventing the spinner from getting stuck.

Improvements

• Invoicing: Reorganized all event invoicing settings into a new Billing Options section under Customer on the Add Visit and Edit Visit pages, making it clearer whether a visit will be invoiced, linked to a Level Billing Agreement, or not invoiced.
• Invoicing: Added a new Billing Options dropdown with clear choices (Invoice services, Link to Level Billing Agreement, Do not Invoice) so the invoicing workflow is consistent and less contradictory.
• Invoicing: Improved Level Billing flows by revealing the agreement selector and the optional “Also invoice services not included in the level billing agreement” checkbox only when relevant, including a clearer error message if a user tries to select an agreement before choosing a customer.
• Schedule: Updated Edit Visit to automatically prefill Billing Options based on the saved visit settings, reducing rework when making changes.
• Dispatch Board: Updated map pins with new custom styles and clearer coloring rules, including a more consistent priority order for selected events, legend coloring, and routing status.
• Payments: Updated the customer profile’s Payment History section to use the same payment row layout and data as Payments (/finances/payments), so payment status and details are consistent across the app.
• Billing / Automations: Centralized account expiration lookups to make subscription status checks more consistent.

Have feedback or questions? Contact our support team.

We’ve released two major updates to the Dispatch Board designed to make daily routing faster and reduce repetitive work week to week.

These updates include the ability to save optimized routes for future weeks and several improvements to how visits are selected and managed directly from the map.

Saved Routes for Weekly and Bi-Weekly Schedules

You can now save an optimized route and apply that same route order to future weeks.

How Saved Routes work:

• Optimize a route and assign stop order using Order Stops
• Once the route is in the exact order you want, select Apply to future weeks
• Choose whether the route should repeat every week or every other week
• The stop order is saved to each visit and automatically applied whenever those visits appear on the same schedule in future weeks

For example, if you optimize a Monday route and apply it to future weeks, the next time you view that Monday schedule, the same visits will already have the correct stop order applied.

You can still make changes to a specific day’s route. Those changes only affect that day unless you choose to save the updated route again for future weeks.

This allows you to:

• Lock in recurring routes that don’t change often
• Add or adjust visits for a single day without impacting future schedules
• Re-save a route when a permanent change is needed

Saved Routes support both weekly and bi-weekly recurring schedules.

All Visits Now Display on the Map by Default

When you load the Dispatch Board, all visits now appear on the map automatically, even before you select anything in the table.

• Visits that have not yet been routed appear in gray
• This makes it easier to see coverage, clusters, and nearby visits at a glance before building a route

Select and Deselect Visits Directly from the Map

You can now manage route selection directly from the map instead of relying only on the table.

New selection behavior:

• Click a visit on the map to select it and add it to the table selection
• Selecting a visit on the map highlights it in the table automatically
• Right-click a visit in the table to deselect it
• This makes it easier to add or remove individual visits without searching through the list

You can still use existing tools like the lasso selection and table-based selection alongside these new interactions.

Quick Visit Details Shown on the Map

When you select a visit, quick details now appear in a fixed panel on the map.

The panel includes:

• Stop number
• Visit name
• Customer name
• Address
• Budgeted hours

This panel stays out of the way of the map while giving you immediate context as you select and adjust visits.

Existing Routing Controls Still Apply

All existing Dispatch Board functionality continues to work alongside these updates:

• Drag and drop visits in the table to manually reorder stops
• Optimize routes after selecting visits
• Assign routes to crews as usual

Once a route is optimized and finalized, you can save it for future weeks using the new Saved Routes options.

Why this matters

Together, these updates make it easier to:

• Select the exact visits you want for a route
• Build and fine-tune routes directly from the map
• Avoid rebuilding the same routes every week for recurring schedules

Teams with recurring service routes can now spend less time dispatching and more time making adjustments only when something actually changes.

A new Copilot update is now available, including several bug fixes.

Bug Fixes

• Payments: Fixed an issue where refunding a credit card payment with a processing fee applied to a customer’s credit balance would fail. This occurred when the credit balance was lower than the original payment amount due to the processing fee.
• Invoices: Fixed an issue where a customer profile did not display the same invoice due dates as the invoices themselves.
• Vendors/Suppliers: Fixed an error that occurred when attempting to edit the Type field on a vendor or supplier.

Have feedback or questions? Contact our support team.

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

Bug Fixes

• Schedule: Fixed an issue that caused the date picker to appear behind the Move Events Pop-up, preventing a date from being selected.
• Quick Dispatch: Fixed an issue that caused an endless loading screen when duplicating a Quick Dispatch template.
• Quick Dispatch: Fixed an issue where Properties with assigned default services were not correctly applied when added to an existing Quick Dispatch template. Services are also no longer automatically attached based on previously added properties.
• Quick Dispatch: Fixed an issue in the Quick Dispatch Template editor where clicking into or out of editable fields (like BH or Pricing) unexpectedly reordered the property list. This was resolved by briefly disabling drag-and-drop after exiting an input field.
• Quick Dispatch: Fixed an issue where adding a new customer (property) to a Quick Dispatch Template unexpectedly erased or reset all previously entered or edited services. Now, selecting a new service will not overwrite properties that already have that service.
• Reports: Fixed an issue that caused the Revenue by Customer report to not load due to high memory usage.
• Reports: Fixed an issue where payments would show up under the wrong date in the Revenue by Customer report.
• Recurring Events: Added validation to prevent users from entering “0” in the frequency when creating a recurring event. This was causing the system to not create any visits.
• Subscriptions: The issue where the subscription charge for the account would get delayed has been fixed. Previously, a check for validity or expiration before renewal caused users to be locked out of their accounts due to a “failed” payment. Now, a buffer is given to allow the payment to clear before checking for expiration.

Improvements

• Recurring: Event statuses are now clearly displayed on the Customer Detail and Recurring Events List pages. Status chips will be displayed for events that are running or paused due to an off-season. If an event will stop or start again within the next 30 days, the status will show the action and the date (e.g., “Pauses Jan, 01”). If the change is more than 30 days away, the label only shows the current state (“Running” or “Paused”). This helps you quickly see near-term schedule changes. Events that will start later or have already finished will not show a status.

Have feedback or questions? Contact our support team.

We are excited to announce a significant enhancement to the FieldForce mobile app that improves your documentation, reduces risk, and provides better context for your crews: the ability to add media directly to both Visit Details and Property Records.

This feature helps your team capture critical visual information in real-time, ensuring that essential documentation is always connected to the right job or location.

Key Benefits for Your Business

• Robust Job Documentation: Capture more than just standard before/after photos. Document damage, tricky access points, specific equipment setup, and complex areas directly within a specific Visit.
• Persistent Property Context: Media saved at the Property Level lives beyond a single job. This ensures that every returning crew member has access to crucial, historical visual context, reducing errors and saving time on recurring service calls.
• Risk Mitigation: Create clearer visual records to protect your business against disputes, clarify callbacks, and serve as valuable assets for team training.

How to Use the New Media Capture

Using this feature is quick and intuitive for your field team:

1. Open the FieldForce mobile app.
2. Navigate to a specific Visit or Property record.
3. Tap the Event Media or Property Media sections to add photos or videos directly from the app.

Important Note on Permissions:

This feature fully respects your existing Copilot platform permissions. If you do not wish field workers to add media to certain objects, you can easily control and restrict those permissions within the Copilot platform settings.

(Available exclusively for Copilot Enterprise Customers)

We know that for a growing home service business, closing the deal is only half the battle. The real stress comes from managing all that accepted, high-value work that isn't ready for the calendar yet. You need a way to protect that revenue and keep your schedule clean without relying on sticky notes and spreadsheets.

As promised, we've delivered two powerful new features built specifically for scaling Enterprise businesses: Waitlist and Unscheduled Work tools.

With this update, you gain complete visibility and control from the moment a customer says "yes" until the job is fully scheduled.

Introducing: The Waitlist

The Waitlist is your new reliable "parking spot" for future or time-sensitive events that shouldn't clutter your main schedule. It ensures that no profitable job is forgotten, helping you maximize crew time and capacity.

Key Features of the Waitlist:

Dedicated Space: Create and hold events that are not yet scheduled in a single, organized view.

Date Ranged: Assign an Earliest Date (when the job can start) and a Latest Date (when the job must be done by).

Intelligent Tags: Events are automatically labeled to help you prioritize:

• Upcoming: Future events that are not urgent.
• Due Soon: Events with a latest date within the next seven days.
• Overdue: Events that have passed their latest date.

Flexible Creation: Add an event to the Waitlist from:

• Creating a new visit from scratch.
• The estimate creation flow.
• Multi-Step Programs.
• Turning an existing scheduled event back into a Waitlist event.

Seamless Scheduling: Move events to the calendar easily:

• Quick Schedule: Select the event and click the calendar icon to schedule it for a single day.
• Advanced Scheduling: Access the event details page for multi-day scheduling, start times, and other detailed adjustments.

Schedule Visibility: View eligible Waitlist events directly on the schedule calendar to quickly add them to the schedule while viewing crew availability for the week.

Filter & Search: Filter the Waitlist by criteria like Customer, Property, Budgeted Hours, and Assigned Crew to match waiting work to available capacity instantly.

Note: Waitlist is currently supported for one-time jobs and multi-step programs. Support for recurring jobs is coming soon!

Introducing: Unscheduled Work

The Unscheduled Work page provides a single source of truth for all accepted work that is sitting outside of your schedule or Waitlist.

Key Features of Unscheduled Work:

Centralized Tracking: See a comprehensive list of all accepted estimates that have one or more line items that have not yet had visits created.

Flexible Views: Group your unscheduled work for easy management:

• By Estimate: View line items grouped under their parent estimate.
• By Customer: See all unscheduled work for a specific customer across multiple estimates.
• By Service Category: Group items based on the type of service needed.
• No Grouping (Flat List): View all individual unscheduled line items.

Actionable Management: For any unscheduled line item, you can:

• Create a New Visit: Automatically pull estimate details (name, customer, line item) into the new visit flow.
• Add to an Existing Visit: Combine multiple line items onto a single existing scheduled event.
• Move to Waitlist: Create a new Waitlist event directly from the unscheduled line item if the timing is not yet right.
• Mark as Scheduled: If the work was handled in a different scheduling flow, manually mark it as scheduled to clear it from the view.

Detailed Filtering: Use granular filters (Customer, Property, Service Category, Budgeted Hours) to identify specific work that fits your current capacity needs.

Clear Statuses: Estimates are automatically marked as Partially Scheduled (if some line items are scheduled) or removed completely when all line items have been scheduled/waitlisted/marked as done.

How This Helps You Scale:

These tools give Owners, GMs, and Admins the confidence that every dollar of accepted work is accounted for and actively managed, allowing you to grow your business predictably and profitably.

Start using these features now! Check out the full walkthrough videos for Waitlist and Unscheduled Work.

We are excited to announce a highly requested feature to improve user adoption and operational efficiency for teams utilizing Spanish-speaking field technicians.

The Field Force Mobile App now includes full, native Spanish language support. All menu items, labels, buttons, and system messages within the mobile application are now translated.

Key Benefit: This ensures maximum clarity and reduces potential user error for Spanish-speaking team members, leading to faster data entry and higher overall app usage.

How Technicians Can Activate It:

1. Ensure the Field Force app is updated to the latest version.
2. Navigate to Calendar within the Field Force mobile app.
3. Select the question mark (?) icon at the bottom left side of the screen.
4. Locate the Set language dropdown option.
5. Select Spanish.

The app will immediately refresh with the selected language

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

Bug Fixes

• Reports: We fixed an issue that was causing the "Revenue by Customer" report to show an error page.
• Estimates: Scheduled estimates will now keep their scheduled status when you create an invoice from them (they were incorrectly switching back to "unscheduled").

Improvements

• Estimates: If you schedule a line item from an estimate that hasn't been accepted yet, you'll now see a confirmation message. This message lets you know that scheduling the item will automatically update the estimate’s status to "Accepted."

Have feedback or questions? Contact our support team.

Seasonal services are a huge part of how many home-service businesses operate. Off Seasons in Copilot make it easy to pause those recurring visits whenever your team isn’t performing the service.

But until now, adjusting Off Seasons for a large number of recurring series could be slow, unreliable, and sometimes fail entirely.

That changes today.

Our founder walks through how Off Seasons work and why this upgrade matters:

We’ve introduced a background queue system that processes all Off Season updates safely and reliably, even when you’re updating 100+ recurring series at once.

What this means for your business:

• Edits won’t fail anymore. Even large batches process fully.
• You can keep working while Copilot handles the updates in the background.
• You can log out or close Copilot and your updates will continue running.

Why this matters

For teams that rely on recurring schedules, Off Seasons make it easy to pause work during for example, winter, then quickly update those dates based on real-world conditions.

If the weather stays warm longer than expected, you can extend the season a few weeks. If winter arrives early, you can end the season sooner. Copilot will automatically add or remove visits across all assigned recurring series, accurately and without breaking.

This upgrade ensures your scheduling stays dependable as your business grows.

Never Forget to Schedule an Estimate Again 🗓️

You can now see the scheduling status for every estimate and estimate line item — at a glance. With this update, you can:

• Instantly spot which estimates haven’t been scheduled yet
• Add unscheduled work to existing or new visits
• Eliminate missed jobs and boost follow-through across your team

This lays the groundwork for our upcoming Waitlist, designed to help you stay on top of accepted work that hasn’t been scheduled yet.

👀 Coming soon: Waitlist is just around the corner.

Bug Fixes and Improvements for November 13, 2025

The new update for Copilot also included several bug fixes and improvements:

Bug Fixes

• Schedule: Fixed an issue that prevented users from selecting a date in the date picker when using the re-order events modal on the schedule.
• Schedule: Fixed an issue where the confirmation for moving events on the schedule appeared behind the grayed-out background when using the re-order events modal on the schedule.
• Schedule: Fixed an issue where removing events on the scheduling using the re-order events modal would reload the page to a different calendar view than previously.
• Invoices: Fixed an issue that changed quotation marks to rectangles when downloading a PDF version of the invoice.
• Recurring Series: Fixed an issue when editing a recurring series that contains completed events in the future; selecting the “Count of Events” option causes the system to create an incorrect number of events.
• Recurring Series: Fixed an issue when scheduling recurring visits using either the “On day” or “On the” options with Monthly or Yearly frequencies; the system is not consistently generating visits for every expected interval.
• Recurring Series: Fixed an issue when some indefinite recurring series were showing that they had an end date on 12//31/1996
• Recurring Series: Fixed an issue where the “apply updates to the series starting on” date was preventing users from changing which date the next visit fell on. For example, not allowing the user to update the weeks on which the bi-weekly recurring series creates visits.

Improvements

• Off-seasons: Introduced a new queuing system for updating the dates of an off-season. Now, when you need to change the start date or end date on an off-season, a queue on the backend will reliably update each recurring series that has the updated off-season assigned to it. This allows you to keep working inside of Copilot or fully close Copilot while the off-season updates are being made on the recurring series. The process may still take some time to update the schedule if you have a large number of recurring series, so we recommend updating the off-season and giving it some time to process before checking the schedule for updates.

Have feedback or questions? Contact our support team.