2023-11-17 - Job stats module and reviews for Upsells

Weekly Update - November 17, 2023

Job Stats Widget

We are excited to announce the release of the new job stats widget! Now, from your home page, you can easily see the total number of jobs, jobs yet to start, jobs in progress, and completed jobs for the day. This feature provides you with a comprehensive overview of your job status at a glance, allowing you to stay organized and efficiently manage your workflow.

Review Required Option for Upsells

In response to user feedback, we have implemented a highly requested feature - the option to require review before sending up sells. This new functionality can be accessed both from the upsells page and the dispatch board. By enabling this option, you can ensure that all upsells are carefully reviewed before they are sent, guaranteeing the highest level of quality and customer satisfaction.

We are continuously working on enhancing your experience with Copilot CRM, and these top features released this week are just the beginning. Stay tuned for more exciting updates and improvements in the coming weeks!

Thank you for choosing Copilot CRM!

Best regards, The Copilot CRM Team