2023-09-29 - Unleashing the power of automations

Weekly Update - September 29, 2023

All line items on estimates are now optional

We are excited to announce that we have implemented a new feature that allows customers to selectively accept line items on estimates. This gives your customers more flexibility and control over the items they want to include in their estimates.

Enhanced triggers for sequence automations

We have added a range of new triggers to our sequence automations, giving you more options and flexibility when setting up automated actions. With these new triggers, you can create even more customized and targeted sequences to engage with your leads and customers effectively.

Optional stop actions on sequence automations

Based on user feedback, we have made stop actions on sequence automations optional. Now, you have the choice to include or exclude stop actions in your sequence automations, allowing for more seamless and uninterrupted communication with your contacts.

Improved dispatch board with estimated drive time

We have enhanced the dispatch board by adding estimated drive time to the "Show Stats" feature. This improvement will help you better plan and optimize your routes by providing you with estimated drive times for each job.

Streamlined customer CSV imports from Service Autopilot

For those transitioning from Service Autopilot to Copilot, we have made customer CSV imports easier and more seamless. You can now import your customer data effortlessly, ensuring a smooth transition and continuity in managing your customer relationships.

We are continuously working to improve your experience with Copilot CRM, and we hope that these updates enhance your productivity and efficiency. If you have any questions or need further assistance, please don't hesitate to reach out to our support team.

Thank you for choosing Copilot CRM!

Best regards, The Copilot CRM Team