Copilot CRM

Articles relating to customers in Copilot

Customers

Write Off Customer With Balance Remaining

Change Customer Status to Active

Edit a Customer

Change Customer to Inactive Status

Jobs Module

Capture a Card on File for Auto Pay

The Client Portal

Articles relating to the customer profile tab in Copilot

Customer Profile

How to Bulk Add Tags to Customers

Customer Statements

Restore a Deleted Customer

Custom Customer Types

Articles relating to the customer list in Copilot

Customer List

Default Items & Services for a Property

Edit a Property

How to Add a Property for a Customer

How to Change the Location of a Property if it's Wrong on Maps / Routes

Adding a Property & Property Notes

Articles relating to properties in Copilot

Properties

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