2023-11-10 - On-site status and Upsells

Weekly Update - November 10, 2023

On Site Status Badge and Live Time Tracking Timer

We are excited to announce a new feature that allows you to see when your employees are clocked into a job on the dispatch board. With the "On Site" status badge and live time tracking timer, you can now have real-time visibility into your employees' activities. This feature provides you with better control and enables you to effectively manage your workforce.

Upsells for Employees

In our continuous effort to enhance your customers experience, we have introduced a new feature that allows you to create upsells for your employees to send to customers while on the job. This means that your employees can now offer additional products or services to customers, increasing revenue opportunities and customer satisfaction. Take advantage of this feature to maximize your sales potential.

Collapsed Side Menu with Rollover Titles

We have made improvements to the user interface of Copilot CRM by adding rollover titles to the collapsed side menu. This enhancement makes it easier for you to navigate through the menu and quickly identify the options you want to select.

We are committed to continuously improving Copilot CRM to meet your needs and provide you with the best tools to grow your business. Stay tuned for more updates and exciting features coming your way.

Thank you for being a valued Copilot CRM user!