2023-12-8 - Price Matrices and Job Costing

Weekly Update - December 8, 2023

Price Matrices and Job Costing

We are excited to announce the release of Price Matrices and Job Costing! This powerful feature allows you to easily manage and track costs associated with each job. With Price Matrices, you can create dynamic pricing structures based on different variables such as quantity, location, or customer type. Job Costing provides you with detailed insights into the expenses and profitability of each project, helping you make informed decisions and optimize your business operations.

Enhanced Visibility for the Pay Now Button

We've made improvements to the client portal by enhancing the visibility of the Pay Now button. Now, when your clients log in, they will easily spot the Pay Now button, making it convenient for them to settle their invoices quickly and securely.

Save Card on File and Autopay Prompt

To simplify the payment process even further, we have introduced a new feature in the client portal. When your clients are paying an invoice, they will now be prompted to save their card on file and turn on autopay. This convenient option allows for hassle-free future payments, ensuring timely and effortless transactions. By enabling autopay, your clients can ensure that their invoices are automatically settled on the due date, saving them time and effort.

We are constantly working on improving our CRM platform to meet your needs and exceed your expectations. Stay tuned for more exciting updates and features coming soon!

Thank you for choosing Copilot CRM.

Best regards, The Copilot CRM Team