2023-10-20 - Deposit Thresholds

Weekly Update - October 20, 2023

Deposit Thresholds

We are excited to announce that you can now set deposit thresholds on estimate amounts. This feature allows you to require a deposit to accept an estimate, giving you more control over your invoicing process. With deposit thresholds, you can ensure that you receive upfront payments before proceeding with your services.

Enhanced Filtering Options

In response to your feedback, we have introduced a range of new filtering options to enhance your experience on the customers, invoices, and estimates pages. These filters empower you to quickly find the specific information you need, making managing and organizing your data easier.

Photo Viewing on Dispatch Board

We understand the importance of visual documentation for your business. That's why we have implemented a new feature that lets you quickly identify dispatch board visits with associated photos. You can view these photos in a convenient pop-up with just a click, providing valuable visual context for each visit.

Off-Season Customization

We have listened to your requests and now offer more flexibility in managing off-seasons for recurring visits. You can now adjust off-season periods' start and end dates, allowing you to align your scheduling more precisely with your business needs. This customization ensures that your recurring visits accurately reflect during the specified off-season periods.

We hope these new features and enhancements will further streamline your workflow and improve your overall experience with Copilot CRM. As always, we appreciate your ongoing support and feedback. If you have any questions or need assistance, please don't hesitate to contact our customer support team.

Thank you for choosing Copilot CRM!