Settings
Settings and what they do in Copilot CRM
28 articles
When Closing & Invoicing Visits
How to Enable / Disable the Ability for Customers to Add Credit in Their Client Portal
Import Settings
QuickBooks Sync Settings
Custom Naming
Client Login Widget
Invoice, Estimates, & Receipts Settings
Set Up & Manage Online Payments
Your Billing History
Preference Settings
Your Business Profile
URL Redirect for Work Request Form
Work Request Form
Account Standing For Current Year
QuickBooks Online Sync (2 Way Sync)
How do I Change my Password?
Error when attempting to save a card on file
Budgeted Hours Visibility For Estimates and Invoices
Allowed File Types For Image Uploads
Default Property Name Drop Down Settings
List Items Visibility
Editing Off-Seasons
Adding Your Logo to Invoices and Estimates
Naming Conventions for Events - Visits, Meetings, and To-Do's
Filtering the Customers Page
Notifications
How to Reset Your Account
Auto-Sending Invoices