Feature Request

You do NOT have anywhere close to enough reports available, at least reports that are worthwhile for analyzing my business. There needs to be the ability to create more reports

Being able to click on a reoccurring job and seeing the average time based on past clocked in time on site.

Add the time spent from the previous week in recurring visits to motivate the crew to finish quicker than the last time. This creates the ability to tie incentives to finish quicker.

Currently, CopilotCRM’s tax report groups multiple cities under the same tax rate, making it difficult for members to accurately report taxes by city. Members are required to manually filter invoices by city and calculate taxable amounts, which is time-consuming and prone to errors. This becomes especially critical for compliance and audit purposes. Problem / Pain Points: The current tax report groups cities with the same tax rate together, instead of separating them by individual city. Members must manually: Search invoices by date range. Filter by customer address containing a specific city. Calculate taxable amounts manually. This manual process is long, repetitive, and may lead to incomplete or inaccurate data. The issue affects audits and accurate tax reporting, particularly in states like Washington where tax reporting by city is required. Desired Outcome / Feature Enhancement: Provide an option in the tax report to break down taxes by city, showing each city separately, even if multiple cities share the same tax rate. Include both city and county for clarity where applicable. Ensure that the report provides complete data for all invoices within the selected date range. Optional: Allow exporting the city-specific tax data to CSV for easier reconciliation. Workarounds Currently Used (Painful / Inefficient): Filtering invoices by date range and city manually. Calculating taxable amounts by subtracting totals. Repeating this process for each city monthly. Impact: Reduces manual labor and risk of errors. Ensures accurate tax reporting and audit compliance. Saves members significant time and frustration. Member's Feedback: https://drive.google.com/file/d/1icZDP70iwX1LjMTXiyjUQ0F-pv7nYUon/view?usp=sharing

There needs to be a way to quickly see a drill down as to what invoices had sales tax paid. The current report only shows the percentages and there is no way to look at what is calculating into that. There is currently a discrepancy in the sales tax paid and when I am searching through invoices it does not reflect the same information as the sales tax liability report.

The ability to move things around in the KPI Cockpit is needed to be able to readily see things at the top of the page that matter most to me. I'd also like to be able to set up very specific KPI's to my business and break out by type of job - landscape, mowing, snow, etc. Thank you!

Would be AMAZING to have Average Budget hours per recurring visit and total recurring clients, so we can accurately see how many clients we have without counting and how many we will need to fill when we hire more employees, likely on KPI Cockpit and may get skewed by other services with different intrervals like 60 lawns biweekly then 30 bush trimmings that are only once every 2-4 months could skew the data so haves custom categories you assight to visits so data is reliable. Cheers