See the latest features, improvements, and product updates
What’s New:
We’ve brought the same high-converting magic from the Estimates Page redesign to the rest of the Customer Portal — now fully optimized for faster payments, easier invoicing, and smoother tipping.
This is more than a visual update — it’s designed to put more money in your pocket and reward your team.
Why It Matters for Your Business:
These upgrades directly impact your bottom line:
What’s Included:
Who This Affects:
These updates are live in your account — no setup required. Just send invoices like normal and enjoy the smoother flow.
You’re missing out — the upgraded portal is built to increase tips, reduce admin time, and get you paid faster.
✨ Enhancement:
When creating or editing a visit, you’ll now see Level Billing indicators directly next to line items when searching and selecting them from the line item dropdown menu, making it easier to spot which ones are included in the Level Billing plan and which will be invoiced separately.
🪲 Issue:
When downloading a PDF that includes multiple estimates or invoices, the invoices or estimates overlapped each other and became difficult or impossible to read.
✅ Resolution:
This formatting issue has been fixed, and downloaded PDFs with multiple estimates or invoices now display all text clearly without any overlapping.
🪲 Issue:
Visits generated from multi-step programs were not correctly carrying over the set tax amounts for each line item.
✅ Resolution:
Visits now correctly inherit the predefined tax amounts from multi-step programs, ensuring accurate tax rates and correct totals.
🪲 Issue:
In some cases, invoices showed a negative year as the invoice date if the line item(s) didn’t have a date selected.
✅ Resolution:
This issue has been fixed by adding guardrails so that invoices now use a valid date, even if one or more services don’t have a date filled in.
What’s New:
We’ve rolled out a massive upgrade to the Copilot Email Builder — built to give you more control, better deliverability, and a faster, smoother workflow when creating emails. Whether it’s an automated campaign or a one-off send, you’ll now be able to design with more flexibility and confidence.
Why It Matters for Your Business:
These changes are all about helping you send better emails, faster — and get better results:
What’s Included:
Who This Affects:
The upgrades are live in your account now—no action required. Just click into any email to see the new features in action.
There’s never been a better time to get started. The new builder gives you all the tools you need to create high-performing campaigns.
We’ve rolled out a major infrastructure upgrade to improve the speed and reliability of Automated Actions in Copilot — the system that powers things like email sends, text notifications, invoice generation, and more.
These upgrades make Copilot faster, more reliable, and built to scale with your business.
You’ll notice:
This project was rolled out in phases to reduce risk, monitor performance, and ensure a smooth transition. It’s now fully deployed and live across all accounts.
🪲 Issue:
When editing an invoice, users were able to reuse invoice numbers that had previously been deleted, which caused confusion and duplicate invoice numbers.
✅ Resolution:
The system now correctly prevents users from assigning an invoice number that was used by a deleted invoice, ensuring invoice numbers remain unique and consistent.
🪲 Issue:
When downloading a PDF version of an invoice or estimate, bullet points in item descriptions appeared as incorrect icons instead of the standard bullets shown in the app.
✅ Resolution:
This display issue has been fixed, and bullet points in downloaded PDFs now correctly appear as standard bullets, matching how they look in the app interface.
🪲 Issue:
When setting the default invoice date to "The date of the last service added to the invoice before it is sent", the system incorrectly used the send date instead of the actual last service date from the invoice.
✅ Resolution:
The system now correctly uses the date from the last line item added to the invoice, whether from an event or manually entered, as the last service date, restoring the intended behavior.
We completed our second “Paper Cuts” Day at Copilot CRM, another focused engineering effort where the team tackled dozens of frustrations reported by our community.
From minor annoyances to helpful little upgrades, these fixes may not be flashy, but they make a real difference in how smooth Copilot is to use.
No More Duplicate Line Items When Multiple Employees Complete a Visit: We fixed a bug where multiple employees completing the same visit on the mobile app caused duplicate invoice line items. Now we've added guard rails so the system prevents completing a visit if it's already completed, ensuring cleaner invoices and saving time spent manually deleting duplicates.
Linking Level Billing to a Visit Automatically Adds Line Items: Before, users had to manually add line items when selecting a Level Billing Agreement for a visit. Now, those items are added automatically, reducing manual work and improving consistency.
Level Billing Tooltip on Visits Updated for Clarity: The tooltip for Level Billing on Visits was confusing about how pricing works. We’ve updated it to clearly explain that any visit items not covered by the agreement will be billed separately.
#undefined Label Removed from Level Billing Section on Visits: A confusing “#undefined” label used to appear when creating a visit for a customer with Level Billing. That label is now gone, creating a cleaner experience.
Visit Title from Estimate Line Items Now Uses Line Item Name Only: When creating visits from estimate line items, the visit title used to include the estimate name too. Now, the visit title is just the line item name, making schedules clearer and more relevant.
Clarified Budgeted Hour Field Header: The "Budgeted Hour" label was vague when editing events. We’ve renamed it to "Budgeted Hours for [Event Type]" so it’s easier to understand exactly what time is being estimated.
Off-Season Option No Longer Shows for Single Events: The Off-Season option was shown when creating or editing single events. Now, it only appears for recurring events, making scheduling faster and more intuitive.
Create New Line Item UI Made More Intuitive: The “Create New Line Item” button and Line Item text field weren’t visually connected, leading to confusion. We've tightened the layout so it’s now obvious how to add a new item, reducing user frustration.
Event “Closed By” Field Now Always Displays Correctly: Some events were missing the “Event Closed By” information after completion. This has been fixed to ensure team actions are properly tracked.
Call Notes Now Auto-Save When You Navigate Away: When adding Call Notes on a customer profile, they now auto-save as a draft even if you leave the page. You can return later and pick up right where you left off.
Custom Fields Buttons No Longer Get Cut Off: Buttons for Custom Fields were cut off with ellipses, causing confusion on what the button does. This has been fixed so all buttons are now fully visible and clearly labeled.
Intercom Chat Label No Longer Appears After Closing the Support Chat: After closing a chat in Chrome, the Intercom label sometimes stuck on the screen. This has been cleaned up so it disappears properly, keeping your workspace clear and distraction-free.
“Last Week” Filter Added to Dispatch Board: You can now filter the Dispatch Board to see everything that happened last week. This makes it easier to review and follow up on recent jobs without scrolling through much older ones.
5th Week on Budgeted Hour Chart No Longer Shown: The 5th week on the Budgeted Hours chart was showing empty space with no data. We've removed it from view, reducing clutter and avoiding confusion.
Zelle Payments No Longer Show Wisetack Reference: Marking an invoice as paid via Zelle incorrectly showed a Wisetack reference. That’s been removed, so payments now reflect the correct method and stay accurate.
Google Review Page Link Now Saves as Expected: Previously, the "Google Review Page" link field on the Business Profile page wouldn’t save changes. This issue is now fixed, so you can confidently update your link and drive more customer reviews.
Changed “Twitter” to “X” on Business Profile Settings: We’ve updated the setting label from “Twitter” to “X” to reflect the new brand.
Auto-Complete Contact Details in Work Request Forms: When submitting a new work request from the Customer Portal, the contact details will now auto-fill with the customer’s info. This saves time and reduces the chance of typos.
Work Request Form Placeholder Now Clearer: We’ve changed the placeholder text in the work request form from “Work request for” to “What work do you need done?”. This makes it easier for customers to understand what to type.
Removed “Street 2” Field in Work Request Form: The “Street 2” field was rarely used and added unnecessary clutter. We’ve removed it to keep the form simpler and faster to complete.
Removed “New Work Request” Form Title: The "New Work Request" title was unnecessary and cluttered the page. We’ve removed it to streamline the form and focus on what matters.
We’re making this a regular thing. If there’s something small that slows you down, let us know—submit it through the support chat or email us at support@copilotcrm.com.
– The Copilot CRM Team ✈️
🪲 Issue:
The Text Message notification icon was showing the wrong number of open conversations, making it hard for users to know if they actually had a new message.
✅ Resolution:
This has been fixed so the notification icon now correctly shows when there are new text messages, restoring reliability to this notification.
🪲 Issue:
On Android devices, when texting from the Copilot CRM mobile app, the Android keyboard would cover the text entry box on the SMS page, making it impossible to see what you were typing.
✅ Resolution:
This has been fixed by adjusting the app layout so the text box now stays visible above the keyboard, and users can see what they’re typing again. Note: You will need to update the Copilot CRM app on your Android Device for this change to take effect.
🪲 Issue:
When editing and saving an invoice with multiple late fee rules, only the last late fee rule was saved, causing all earlier interval-based late fee rules to disappear from the invoice.
✅ Resolution:
This has been fixed so that all configured late fee rules are correctly saved and stay attached to the invoice when it’s updated.
🪲 Issue:
When a saved card failed during a manual Copilot CRM subscription payment, users saw an infinite loading wheel and no explanation of why the payment didn’t go through.
✅ Resolution:
We’ve fixed this issue so that users now see a clear error message when a saved card fails during subscription payment, making it easy to understand what went wrong and what to do next.
✨QuickBooks Sync Enhancement: We’ve improved our error handling when manually syncing invoices from Copilot CRM to QuickBooks. Previously, when attempting to sync an invoice for a customer who has not been mapped to QuickBooks, a generic error would appear without any guiding steps for how to resolve the issue.
Now, you’ll see an error message that tells you exactly which customer hasn't been fully mapped to QuickBooks yet, along with a direct link to fix the issue. No more guessing or blind troubleshooting—just quick, clear steps to get things back on track.
🪲 Issue:
Some users saw their QuickBooks sync settings incorrectly show they were on the 2-way QuickBooks sync, even though the account was actually set to use the 1-way sync.
✅ Resolution:
This visual display issue has been fixed, accounts with QuickBooks 1-way sync enabled now correctly display which sync is being used, matching the actual setup behind the scenes.
🪲 Issue:
When users added or changed line items on a visit, the line item descriptions didn’t appear right away and only showed up after closing and reopening the visit popup.
✅ Resolution:
This issue has been fixed, and line item descriptions now appear immediately after being added or edited on the Schedule page, without needing to reopen the visit.
🪲 Issue:
When creating a recurring visit series with a set number of total visits (like “4 visits on the first Friday of the month”), the system sometimes added one extra visit, causing the series to include more visits and end later than intended.
✅ Resolution:
This counting issue has been fixed, and recurring visit series now correctly create the exact number of visits selected so schedules no longer include unintended extra visits.
🪲 Issue:
When adding crews to events on the All Events page, an infinite loading wheel would appear, even though the crews would be assigned correctly after refreshing the page.
✅ Resolution:
This issue has been resolved so the loading indicator no longer gets stuck, and the system now clearly reflects crew assignments without needing to refresh the page to confirm the changes.
🪲 Issue:
In the Copilot mobile app, users couldn’t open a text message conversation by tapping on it directly and had to tap the small conversation status button on the side instead, which was confusing and unintuitive.
✅ Resolution:
This issue has been fixed, and now tapping on a message in the Text Messages section opens the conversation, so users can view and respond without needing to be overly precise with where they tap.
We’ve heard your feedback about confusion when visits include both Level Billing services and extra services billed separately. To bring more clarity and confidence to your invoicing, we’ve introduced line item indicators for all visits connected to a Level Billing agreement.
Here’s what’s new:
Where you’ll see it:
This improvement helps your team instantly see which items are part of the agreement and which will generate a separate invoice — no more guesswork!