• Issue: The Sales Tax Report was showing incorrect totals because Level Billing invoices were not being handled correctly.
• Resolution: Fixed the discrepancy by ensuring the report handles Level Billing invoices correctly, so sales tax totals are accurately calculated.
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• Issue: For some users, when creating a To-Do without selecting a customer, the page would get stuck loading and never finish—even though choosing a customer is not a required step.
• Resolution: Fixed the issue so that saving a To-Do without selecting a customer does not lead to an infinite loading wheel, but instead works as expected once again.
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• Issue: Users saw their text messages get stuck showing “Sending...” even though the message was actually sent successfully.
• Resolution: Fixed the display issue by adding automatic checks to confirm when a message is sent, so the status now updates correctly on screen once sending is complete.

Bug Fixes

• Issue:
  When completing a visit associated with a Level Billing agreement, services that were not part of a customer's Level Billing agreement were not generating a separate invoice as expected, which could result in missed revenue from completed work.
• Resolution:
  Fixed the issue so that any service outside a Level Billing agreement once again correctly creates a separate invoice or is added to an existing one (based on your selected settings) ensuring all completed services are properly invoiced.
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• Issue:
  Some users were seeing a "No Internet Connection" error when trying to open the Active Time Clocks page in the Copilot app, even though their internet connection was working normally.
• Resolution:
  Fixed a behind-the-scenes performance issue that was causing the page to time out and show an error. With the performance issue resolved, this page is once again easily accessible when connected to the internet.
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• Issue:
  Users were unable to search the Wiki using special characters (such as #, %, @), which caused relevant results to be missing or not displayed at all.
• Resolution:
  The Wiki search now correctly recognizes and processes special characters, so intended search results appear as expected.
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• Issue:
  Date-based Custom Fields were not displaying the selected date correctly when users tried to edit the field value.
• Resolution:
  Found that the issue was tied to a specific Date format preference in Settings. Fixed the issue for the specific Date format so that date-based Custom Fields now correctly show the selected date, restoring expected functionality.

What’s New

Customers can now accept an estimate they previously declined—directly from the original estimate link, with no action required from you.

Why It Matters

You told us this happens: a customer says no, shops around, then comes back ready to move forward.

Before, that meant a call, a new estimate, or a manual workaround. Now, it's instant.

What’s Improved

• Customers can revisit a declined estimate and accept it on their own.
• No need to resend or recreate the estimate.
• You win more jobs with less follow-up.

How It Works

• The original estimate link remains active, even after a decline.
• If a customer changes their mind, they simply click the link and accept.
• You’ll get notified just like any other estimate acceptance.
• Don’t want them to accept it? Just mark the estimate as “archived”—they’ll be prompted to contact you instead.

To stay compliant with new regulations, credit card fees can only be passed if ACH is also offered as a no-fee option.

ACH is available on Copilot Enterprise memberships.

👉 If you're not on Enterprise, you'll need to upgrade to continue passing along credit card fees.

🎥 Missed the explainer from last week?

Watch the video from our CEO, Mike Andes

Bug Fixes

• Issue: The Sales Tax Report showed different totals for "Billed" and "Collected" amounts, even when the payments and invoices matched exactly.
• Resolution: A rounding logic issue was causing the difference—this update ensures rounding is now handled consistently and accurately across the Sales Tax Report.

• Issue: When using the Global Search Bar to search for customers with special characters in their names, the system would get stuck loading and never display results.
• Resolution: The Global Search Bar now correctly handles names with special characters, so searches complete as expected.

• Issue: The "Service scheduled / Never scheduled" filter on the customer page was not working correctly, causing it to return a mix of both scheduled customers and those who had never been scheduled.
• Resolution: The filtering logic has been fixed so that customers are now correctly displayed based on if they have had an event scheduled or not.

• Issue: An error would occur when attempting to to make payments via PayPal from the customer portal.
• Resolution: Identified and corrected an issue on the Copilot side of the PayPal integration. With the issue resolved, users can once again successfully pay invoices in the customer portal via PayPal.

Bug Fix

Issue: When users toggling the "Maps and Routes" setting in Preferences, the Start and End location fields would incorrectly display "Not Set," even if valid addresses had already been entered.

Resolution: This issue has been resolved, and the Start and End location fields will now consistently display the correct addresses regardless of toggling the setting, restoring expected functionality.

Bug Fixes

Issue: Users were unable to delete certain level billing contracts if an associated invoice had previously been deleted.

Resolution: This issue has been fixed so users can once again successfully delete level billing contracts even if related invoices were deleted.

Issue: When users applied the Customer Tags filter on the Finances > Estimate page, the page would get stuck showing a loading wheel and never display any results.

Resolution: Fixed this issue so the Customer Tags filter on the Finances > Estimate page now works as expected without getting stuck.

Issue: Sorting options for the Customer list were not working correctly on the Copilot CRM mobile app, causing customers to appear out of order.

Resolution: This issue has been fixed, and the Customer list now sorts correctly as expected for each sorting option. These fixes were also applied to the Invoices and the Estimates pages for the Copilot CRM mobile app.

Enhancements

Enhancement: Preview Customer Portals Without Their Login Credentials

Summary:

You can now preview a customer’s portal — including estimates, invoices, and other pages — without needing their login. Previously, if a customer had login enabled, trying to view their portal from the CRM would prompt a login screen. Now, as long as you’re logged into the CRM, you can see the portal exactly as the customer would, no longer needing your customer’s login information.

We launched, you responded — here's what's new.

These changes enhance estimate presentation, improve line item clarity, and restore features you've been requesting.
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📝 Personalized Estimate Experience

• Redesigned estimate header: We've made the total less prominent so customers can focus on your offerings before seeing the price.
• Customer name highlight: Estimates now emphasize the customer's name, creating a more personal, custom-tailored feel.
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🚀 Line Item Improvements

• Mobile-friendly titles: Line item names now show more text before cutting off.
• Clearer Recommended Tag: New color makes suggested items stand out.
• Formatted descriptions: Bullets, spacing, and numbers now display as written.
• Cleaner tax display: Tax is shown only below the total, not per item.
• Simpler property headers: When grouped by property, only the address shows—no more redundant names—keeping things cleaner for customers.
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✅ Restored Features

• PDF attachments now visible in the Customer Portal
• Custom Fields support has returned to estimates
• Support for all currencies in Customer Portal
  
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Your feedback directly shapes what we build — thank you for helping us make Copilot better!

Bug Fixes

Issue: Users were able to enter HTML code into the visit form, which could cause formatting issues or unexpected behavior when saving or previewing the form.

Resolution: Updated the visit form to automatically detect and block any HTML code before saving or previewing, ensuring the form works as expected and remains functional.
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Issue: The "Send Text Messages" page wouldn’t fully load when accessed from the mobile app due to conflicting variable names.

Resolution: Fixed the variable conflict so the "Send Text Messages" page now opens correctly in the Copilot mobile app.
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Issue: When updating the New Invoice Notification Method in a customer profile, the page would get stuck loading and not show that the change was saved until you manually refreshed the page.

Resolution: Fixed the save success handler so that the page now updates correctly as soon as you change the notification method, without needing to refresh.
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Issue: Legacy Automations using the trigger “property not serviced” were not triggering correctly when a scheduled visit was skipped.

Resolution: Fixed the issue so that the automations now correctly trigger when a visit is skipped, ensuring that automations for when properties are skipped activate as expected.

Miscellaneous Changes

Change: With the Modern Estimates v01 release, we received feedback that there was no need to display Budgeted Hours (or BH) to your customers on Estimates in the Customer Portal. However, some settings still referenced the visibility of Budgeted Hours. We cleaned these up to avoid confusion around Budgeted Hours visibility on Estimates, so those settings are no longer visible in the UI.

Get paid fast with Pay in Full

We’re excited to introduce a game-changer for your business: Pay in Full is now live in Copilot! This new feature allows your customers to pay the entire Estimate upfront when they accept, meaning better cash flow for your business, and less friction for your paying customers.
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✅ Faster payments
✅ Turn it on globally or per Estimate

This is an optional experience for your Customer, not a forced 100% deposit. You’re still in control of your minimum deposit settings, and your Customer can choose to pay in full when accepting the Estimate.
Note: Only available to Companies on the Enterprise tier.
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👉 Turn On Pay in Full Here, or you can upgrade to Enterprise to access