2023-08-25 - Bulk charging cards on file and additional sequence automation triggers

Weekly Update - August 25, 2023

Bulk Charging of Cards and ACH

We've added a new feature that allows you to bulk charge cards on file and ACH on file directly from the invoices page. This will save you time and simplify the billing process.

Legacy Automations in Sequence Automations Beta

We've added all triggers from the legacy automations into the new sequence automations beta. This means you'll have more options to create custom automations that fit your specific needs.

Pause or Cancel Recurring Visit Series

Now, from the jobs module on a customer profile, you can pause or cancel recurring visit series. This will give you more control over your scheduling and help you better manage your customers' needs.

Next Visit Date in Recurring Series

The jobs module on a customer profile now shows the date of the next visit scheduled in a recurring series. This feature will help you keep track of your schedule and plan ahead.

Show or Hide Completed Visits

We've added an option to show or hide completed visits from the property timeline. This will help you focus on upcoming tasks and stay organized.

Visit Pop-Up Improvements

Clicking a visit in the property timeline now shows the visit pop-up, which now includes the start time and end time of the visit. You can also now edit a visit that has been completed or skipped.

Marketplace Improvements

We've made several improvements to the Marketplace, including the ability to add tags, items/services, and text templates to bundles. You can also now delete system email templates, text templates, and automation and re-download them in the Marketplace.

Calendar Improvements

The calendar now stays on the day, week, or month selected after editing a visit. We've also added a "tracked time" column on schedule grid views to easily compare budgeted hours vs clocked hours.

Routes Page Communication

You can now send emails and texts from the routes page to communicate easily with customers scheduled for that route. This feature will help you stay in touch with your customers and keep them informed.

We hope these updates will help you streamline your workflow and better serve your customers. As always, if you have any questions or feedback, please don't hesitate to reach out to our support team. Thank you for your continued support of Copilot CRM!