2024-06-24 - Multi-day view on the Dispatch Board
Updates
Multi-day view on the Dispatch Board
We are excited to share a big update! The Dispatch Board in Copilot CRM now allows you to view and manage several days simultaneously. Before, you could only view one day at a time.
Why Is This Great?
See More at Once: You can now see your schedule for many days, which helps you plan better.
Easy to Use: No need to keep switching between days – see everything in one view.
How It Works
Pick Your Days: The Dispatch Board now has a new date range selector at the top. You can choose a start and end date to see multiple days.
Use the Calendar: Click on the calendar to select the days you want to see.
Switch Views: You can still switch back to a single-day view to optimize routes. It’s easy to change between single-day and multi-day views. (Optimizing routes when multiple days are selected is coming in the future.
Screenshots
Click Team > Dispatch Board to navigate to the Dispatch Board.
You can now click the date box to select a preset date range or use the custom option to select your own.
To return to the single-day view, click the Today button.
Note: Automatic route optimization is not available when multiple days are selected. This feature will be available in the future.
Load on scroll on the Dispatch Board
We’ve added a new feature to the Dispatch Board that makes the page load much faster. Visits will load as you scroll down the page instead of all at once.
Why Is This Great?
Faster Loading: The Dispatch Board will load much quicker because it doesn’t have to load everything simultaneously.
Smooth Scrolling: You can scroll smoothly through your visits without waiting for the entire page to load.
Better Performance: This makes it easier to manage your visits, especially if you have many of them.
How It Works
When you open the Dispatch Board, you will immediately see the first set of visits. As you scroll down, more visits will load automatically.
Screenshots
When scrolling to the bottom of the list, you will see a loader wheel indicating that the next batch of results is loading.
You can also adjust the “Records on Page” setting located on the Preferences page to change how many results load before the next batch begins to load.
On-site status in the calendar
We’ve added a new on-site status feature to the Calendar View. Now you can see which visits team members are actively clocked in and working on-site right from the schedule.
Why Is This Great?
Easier App Navigation: Quickly see who is currently on-site without checking separate pages.
Improved Management: Easily manage your team and schedule by knowing where your employees currently are and how much more they need to complete in the day.
How It Works
In the Calendar View, you will see the new on-site status on visits for team members currently clocked into the job timer and working on-site.
Screenshots
When an employee is clocked into the time tracking on a visit,
The calendar views will now display an “on-site” status.
This will also show on the today view.
And the month view.
Bug Fixes
Ticket Key | Summary | Resolved |
|---|---|---|
CO-1715 | "Discounted Card Processing" is listed under the Starter plan in Copilot when it should be listed under Pro plan which leads to Member confusion on features | 22/Jun/24 10:20 PM |
CO-1710 | "Invoice charging already in progress" popup when trying to charge card on file which leads to company not being able to charge customers | 21/Jun/24 6:51 AM |
CO-1708 | Route optimization is not working | 20/Jun/24 3:12 AM |
CO-1705 | Dispatch board does not keep loading visits while scrolling | 20/Jun/24 8:13 AM |
CO-1702 | Email Sender - company not found. | 19/Jun/24 2:34 AM |
CO-1701 | Fatal Error at Login & Unable to clock in to the system leading members to unable to check schedule | 18/Jun/24 6:43 AM |
CO-1695 | Customers are not receiving emails that are being sent out to them | 17/Jun/24 4:03 PM |
CO-1689 | Errors during create Invoice PDF | 14/Jun/24 9:29 AM |
CO-1683 | Visit pop-up on Customer Profile Job History is different than Schedule page which leads to differing information between pages | 19/Jun/24 5:00 AM |
CO-1631 | Adding new employee leads to white screen | 12/Jun/24 2:39 AM |
CO-1611 | Using "Types" filter leads to long loading times on the Customers page which causes workflow to slow for Command Center. | 20/Jun/24 5:57 AM |
CO-1600 | All iOS and Android push notifications are not working | 19/Jun/24 8:05 AM |
CO-1569 | Outstanding balance showing for unsent invoice in payments page on the client portal which caused a customer to think they were missing an invoice | 13/Jun/24 1:43 AM |
CO-1563 | Error message: 'We're About to Start Working Hard to Fix It' When Saving Estimate which causes member to be unable to create estimates | 13/Jun/24 1:18 AM |
CO-1555 | Invoices and Estimates do not account for "Visible to Customer" settings when sending by Regular Mail which causes invoices and estimates to customers to look inaccurate | 10/Jun/24 7:07 AM |
CO-1539 | Notes on recurring to do's don't populate unless Recurring Series is edited and saved again which causes extra step for Member and confusion on where the notes went | 11/Jun/24 6:15 AM |
CO-1528 | The schedule page scrolls to the top of the list on the schedule week view which causes the user to lose their position on the page | 14/Jun/24 12:39 AM |
CO-1526 | Item/Service that is non-taxable has tax applied when Visit is closed and Invoice is generated in the Invoice page which causes incorrect tax rates for customers | 21/Jun/24 6:47 AM |
CO-1485 | "Customer does not have tag" condition does not cancel the sequence automation when the condition in not met causing customers to receive unwanted emails | 13/Jun/24 2:21 AM |
CO-1415 | Image uploaded from mobile to property notes does not show image, but rather shows source code in the Visit view which caused information to not be readily available for field techs | 13/Jun/24 12:29 AM |
CO-1398 | Attempting to Approve or Reject a Sequence Automation in Review results in being redirected to a different page in My Day page which caused member to have their workflow interrupted | 13/Jun/24 6:23 AM |
CO-1352 | Full page freeze in Customers Map which causes an unresponsive page | 18/Jun/24 12:51 AM |
CO-1272 | Copilot sees amount due on an invoice incorrectly, and the amount paid incorrectly in an Invoice which caused discrepancies between Copilot and Stripe | 20/Jun/24 5:40 AM |
CO-1245 | An incorrect character string showed up in a text message sent to a customer which caused the text message to look unprofessional | 19/Jun/24 7:08 AM |
CO-1201 | Due Date not on duplicated invoices | 18/Jun/24 4:05 AM |
CO-1190 | can't cancel out of a new item and service with matrix | 11/Jun/24 8:10 AM |
CO-1166 | Employee does not have the button to create Chem App on mobile, but on desktop it shows up | 18/Jun/24 11:52 AM |
CO-1161 | Default off-season being applied to a new recurring series does not show in the UI | 13/Jun/24 7:12 PM |
CO-1157 | Sent by email badge different colors | 14/Jun/24 5:45 AM |
CO-1145 | Only remove open visits when cancelling a recurring series | 21/Jun/24 4:08 AM |
CO-1089 | Client portal email link allows the end-user to login to client portal even if a password has been set up | 17/Jun/24 5:58 AM |
CO-237 | Unable to scroll text messages on android | 19/Jun/24 8:05 AM |