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

Bug Fixes

• Automated SMS messages: We have resolved an issue that caused delays for some users in sending text messages through a Legacy Automation action. Although the automation was triggered, the messages were not sent for up to a week. Now, all text messages sent through legacy automations should be delivered within a few minutes.
• Aerial Measurements Calculator: Resolved an issue where a random property address displayed after switching to a different property under the same customer previously viewed in the aerial measurements calculator.
• File Uploads: Resolved an issue where file uploads for estimates, invoices, to-dos, meetings, and equipment failed to save the attached files.

Improvements

• Off Days Preference: We have updated both the "Create New Visit" and "Edit Recurring Series" pages to incorporate the Off Days setting found in Settings > Preferences. If the company decides not to operate on Saturdays, Sundays, or both, you will no longer have the option to select those off days when creating or editing a recurring series. Additionally, we have added a tooltip on the edit/create pages to explain why those days are unavailable. Please note that single visits can still be scheduled on off days, allowing for flexibility with one-off jobs or projects.

Have feedback or questions? Contact our support team.

You can now upload videos that are up to 2.5 times larger! This means you can create longer, higher-resolution videos for walkthroughs, estimates, project updates, upsells, and maintenance notes—no more cutting things short.

We’ve also enhanced video uploads for improved quality and speed:

• Sharper detail and clarity with smart compression
• Faster uploads, allowing teams to get back to work quickly
• Increased file sizes from 200MB (5-minute HD video) to 500MB (13-minute HD video)

These upgrades lead to better and faster communication with your team, ensuring everyone stays on the same page when tackling complex tasks! 🎥

New update for Copilot, including several bug fixes:

Bug Fixes

• Reports: Fixes an issue where invoices in a “Written Off” status were being added to the totals displayed in the Accounts Receivable Report. Invoices in this status will no longer be considered in this report.
• Extending Recurring Series: Fixed an issue when selecting the date to extend a recurring series; the date format would switch to a different format than the one selected in preferences.
• Drag & Drop: Fixed an issue when using drag & drop to move an event on the schedule; clicking cancel in the modal would still result in the event being moved.
• Level Billing: Fixed an issue with using the DD/MM/YY date format, causing incorrect invoice count in Level Billing agreements.
• Custom Naming: Fixed an issue where the custom naming for taxes (eg, renaming to GST) was changing the tax label for invoice and receipt PDFs.
• Estimate Scheduling: Fixed an issue where no property would be available to select when attempting to schedule a line item on an estimate that was not assigned to a property, or when attempting to schedule all line items on an estimate if there were no line items with associated properties.
• Automation: Fixed an issue where the Work Request Submitted Sequence Automation trigger was not executing when a Work Request was submitted from the Customer Portal.
• Subscription: Fixed an issue with the Subscription purchase/upgrade page where the monthly/annually toggle could be changed while the page was still loading, causing the information displayed about pricing to be out of sync with the toggle.

Have feedback or questions? Contact our support team.

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

Bug Fixes

• Email: Fixed an issue where, if you attempted to send an email from a Customer Profile without a subject line, the error would result in an endless loading wheel on the “send” button, even after adding a subject line, which required you to close the email and recreate it to send.
• Invoices Table: Fixed the “Frequency” filter for Recurring and Single events on the invoices table, resulting in an endless loading wheel and not returning any results.
• Recurring Series: Fixed an issue where the Start Date on a recurring series would not always result in the date of the first event in the series.

Improvements

• Saved Payments: Updated the modal for adding Bank Accounts to a Customer's saved payment methods in the CRM Customer Profile to use the updated Stripe payment modal that we use in the Customer Portal for better cohesion, security, and privacy.

Have feedback or questions? Contact our support team.

We’re proud to announce the release of FieldForce! It is our new mobile app. It is available on Android and iOS — built for technicians in the field.

The CopilotCRM app is built for managers and owners.

FieldForce is built for field workers. It’s fast, distraction-free, and designed to stay out of their way while keeping jobs on track. Whether online or offline, it makes work simple and efficient:

• Keep working seamlessly in offline mode — everything syncs once back online
• One-tap clock in/out for shifts and events (visits, todos, meetings)
• Instantly see what matters most: yesterday, today, and tomorrow’s schedule
• Add notes, photos, video, and dispatch updates directly from the job site
• Full video support in FieldForce and Copilot — Record and upload videos. The file size limit is 200MB. Record in 720p for max video length of 3-4 minutes. Perfect for property walkthroughs, estimate videos, job progress, and more.

Hear from our CEO, Mike Andes, on this significant update:

👉 [Download on the App Store here]

👉 [Get it on Google Play here]

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

Bug Fixes

• Reopening Visits: Fixed an issue where the invoice link on a completed visit would not be removed from the visit after reopening the visit, despite the line item(s) being removed from the invoice.
• Notifications: Fixed an issue where estimates being accepted in the Customer Portal were not sending a notification to the CRM.
• Notifications: Fixed an issue where Credit Card payments being made in the Customer Portal were not sending a notification to the CRM.
• Notifications: Fixed an issue where ACH Bank Transfer payments being made in the Customer Portal were not sending a notification to the CRM.
• Notifications: Fixed an issue where PayPal payments being made in the Customer Portal were not sending a notification to the CRM.
• Estimate: Fixed an issue where creating a visit from an estimate resulted in some of the line items being added twice to the visit, requiring the user to delete the duplicated line items.
• Estimates: Fixed an issue where creating a visit from an estimate resulted in some of the taxes for line items being added to a different line item on the visit.
• Estimates: Fixed an issue where creating a visit from an estimate resulted in some of the taxes for line items being added to a different line item on the visit.
• Estimates: Fixed an issue where clicking the edit visit icon on a line item that has been scheduled on a visit would result in loading a blank screen.

Improvements

• Estimates: In the past, clicking the “Create Visit” button on an estimate that already had all the line items scheduled would allow the user to create a visit, but no line items would be added to the visit, since they were already scheduled. Now the “Create Visit” button is hidden from the page once the estimate has been fully scheduled to avoid confusion.
• Estimates: When creating a visit using the “Create Visit” button on an estimate that contains line items that are assigned to multiple different properties for the customer, when selecting the property you want to create a visit at, only the line items that are assigned to the property on the estimate will be added to the visit to avoid accidentally scheduling the wrong line items for the wrong properties.

Have feedback or questions? Contact our support team.

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

Bug Fixes

• Estimate Scheduling: Fixed an issue where clicking the edit icon (pencil) next to a line item on an estimate would lead the user to a blank page.
• Editing Recurring Events: Fixed an issue where updating the dates on a bi-weekly (every 2 weeks) event would result in the first event in the series not being added to the schedule.
• Creating Recurring Events: Fixed an issue when creating an indefinite recurring event where the callout for end date and the number of events would show that the recurring series ends in 3 years. Now the callout at the number of events will correctly reflect that the series is indefinite.
• Creating Recurring Events: Fixed an issue when creating a recurring series on a weekly frequency, where if the start date of the recurring series was not set to the same day that the frequency was set to repeat on, creating the series would skip the first event in the series.
• Estimate Scheduling: Fixed an issue where scheduling a line item from an estimate created an extra line item on the visit that was blank, requiring the user to delete the blank line item to schedule the visits.
• Creating recurring events: Fixed an issue where the “first event” date in the blue callout wouldn’t accurately reflect the user’s set start date, even when considering the event’s frequency. For example, if a series is weekly every Monday and the start date is set to the Saturday before, the blue callout will now correctly inform the user that the first event will be on Monday’s date.

Improvements

• Estimate Scheduling: Previously, when scheduling line items from an estimate with multiple line items, if one or many of the line items had already been scheduled, when clicking the “Create Visit” button at the top of the estimate to schedule the remaining line items, the line items that had already been scheduled would have also been added to the visit. Now, clicking the “Create Visit” button will only add all unscheduled line items from the estimate to help avoid scheduling line items more than once.
• Editing Recurring Events: Improved editing recurring series to allow the user to update the start date of the recurring series as long as the recurring series does not contain any events that have been completed, skipped, or have had time tracked on the event, and as long as the new start date is today or in the future.
• Jobs List on Customer Profile: Introduced a new Paused status chip on the Jobs List on a customer profile that displays when a recurring series is currently in an off-season.
• Editing Recurring Events: Changed the name of the setting that was previously named “Effective Start Date” to now be named “Apply updates to the series starting on:” to better explain what the date in this setting does, as well as we introduced a tool to even further explain the setting and give an example of how it works with a real-world use case.

Have feedback or questions? Contact our support team.

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.