2023-08-18 - Better filtering and improved estimate workflow

Copilot CRM Weekly Update

Filtering Improvements

We are constantly working to improve the user experience of our software, and this week we released some significant updates to our filtering feature. You can now filter invoices, estimates, and customers with greater ease and speed than ever before.

Rich Text Editor

We are pleased to announce that we have fully implemented a rich text editor in all key areas of the software. This will allow you to create more professional-looking invoices, estimates, and other documents with ease.

Improved Estimate Workflow

We have made improvements to the estimate workflow by marking an estimate as "accepted" when a line item is added to the schedule. This will streamline your workflow and make it easier to manage your projects.

Edit Invoices After Payment

You can now edit invoices after they have been paid. This feature will allow you to make changes to invoices that have already been processed without having to create a new invoice.

BH Total on Routes Page

We have added the BH total to the bottom of the routes page. This will give you a quick and easy way to view your total BH for each route.

Improved CSV Import

Our CSV imports now include customer type, allowing you to easily differentiate between residential, commercial, lead, and other types of customers.

Thank you for using Copilot CRM. We are committed to providing you with the best possible service and user experience, and we look forward to continuing to improve our software based on your feedback.