Feature Request

Add a download option for before and after photos, as well as pictures in the Customer Portal, so members can easily download and save images for their records.

With the ongoing updates in CopilotCRM, I’d like to request enhancements to the Aerial Measurements feature: Access from Customer Profile: Ability to view all aerial measurements directly from a customer’s profile, making it easier to reference past measurements without searching elsewhere. Save Satellite View Alongside Measurements: Instead of only saving numerical data, the system should store the actual satellite imagery of the measurement area. The saved imagery should be integrated into the system (not just a screenshot) for reference and consistency. Service-Specific Attachment: Ability to attach aerial measurements to specific services, such as Snow Operations, Mowing, Lawn Applications, Tree Applications, etc. This would provide a deeper, service-specific context for measurements, improving planning, reporting, and execution.

Description: To comply with Colorado statute 6-1-732 section 2.d.I, clients should have the ability to cancel their recurring services directly through the client portal. This feature would streamline cancellations, improve compliance, and ensure transparency for both clients and users. Requirements / Use Case: Individual Cancellation Buttons: A separate cancellation button for each recurring service item listed in the client’s profile in the portal. Automatic Action: When clicked, the recurring service associated with that button is automatically canceled or paused, mirroring the existing functionality available to users on the customer profile page. Notifications / Triggers: Either a trigger is available for sequence automations when a client clicks a cancellation button, or An automatic notification (email or To-Do) is sent to the user in Homeworks to inform them that a cancellation has occurred. Configurable Visibility: Users can choose to show or hide the cancellation button per recurring service. This ensures users not affected by Colorado law don’t need to display the button, and recurring services intended for internal purposes can remain hidden. Recurring Service Overview: Regardless of whether the cancellation button is visible, clients can view a list of their active recurring services, including additional details such as frequency, duration, or term. This list is separate from the existing list of future service visits.

Currently, on the Customer page, users can only select customers per page when sending a mass email. It would be helpful to have an option to select all customers across all pages so that emails can be sent to the entire customer list at once, improving efficiency and saving time.

It would be beneficial to have a feature that allows for the bulk removal of tags from multiple customers. Currently, tags can only be removed individually or through automation, which can be time-consuming.