Bug Fixes

Issue: Users were able to enter HTML code into the visit form, which could cause formatting issues or unexpected behavior when saving or previewing the form.

Resolution: Updated the visit form to automatically detect and block any HTML code before saving or previewing, ensuring the form works as expected and remains functional.
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Issue: The "Send Text Messages" page wouldn’t fully load when accessed from the mobile app due to conflicting variable names.

Resolution: Fixed the variable conflict so the "Send Text Messages" page now opens correctly in the Copilot mobile app.
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Issue: When updating the New Invoice Notification Method in a customer profile, the page would get stuck loading and not show that the change was saved until you manually refreshed the page.

Resolution: Fixed the save success handler so that the page now updates correctly as soon as you change the notification method, without needing to refresh.
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Issue: Legacy Automations using the trigger “property not serviced” were not triggering correctly when a scheduled visit was skipped.

Resolution: Fixed the issue so that the automations now correctly trigger when a visit is skipped, ensuring that automations for when properties are skipped activate as expected.

Miscellaneous Changes

Change: With the Modern Estimates v01 release, we received feedback that there was no need to display Budgeted Hours (or BH) to your customers on Estimates in the Customer Portal. However, some settings still referenced the visibility of Budgeted Hours. We cleaned these up to avoid confusion around Budgeted Hours visibility on Estimates, so those settings are no longer visible in the UI.