Copilot CRM

Learn what Copilot CRM is, why it was built, and how it’s different from traditional home service CRMs.

Copilot Overview

Start here to create your account, migrate data and learn the basics of Copilot.

Getting Started

Best practices when it comes to utilizing Copilot for your business.

Best Practices

Settings

KPI's

Articles relating to customers in Copilot

Customers

Articles relating to the "Team" tab in Copilot

Team

Articles relating to Routes & Dispatching in Copilot

Routes & Dispatching

Articles relating to the "Resources" tab in Copilot

Resources

Articles relating to the "Integrations" tab in Copilot

Integrations

Articles relating to the "Marketing" tab in Copilot

Marketing

Articles relating to the "Calculators" tab in Copilot

Calculators

Articles relating to the "Finances" tab in Copilot

Finances

Articles relating to the "Reports" tab in Copilot

Reports

Articles relating to the Field Force mobile app

Field Force

Miscellaneous

Find answers and get help from Intercom Support and Community Experts

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