Copilot CRM

Upsells

Notes

Add a Note to a Property

Add a Note to a Customer Profile

Assign Forms to Customers

Visit Forms

View Documents in Customer Portal

Email a Document

Create a New Document

Create a New Document Template

Articles relating to the "Marketing" tab in Copilot

Marketing

Unsubscribing from SMS Text Messages as a Customer

Text Messaging Templates

Create a Group for Text Messaging

Edit a Group for Text Messages

Send a Text Message

Set up Text Messaging

Mark text conversations as "Open" or "Done"

Articles relating to text messaging in Copilot

Text Messaging

Sending Mass Marketing Emails/Text Messages

How to Avoid Email Spam Filters

Marketplace Bundles

Create a New Email Template

Send Invoices by Email

How to View Emails Sent to a Customer

Copilot’s email builder lets you create professional, branded emails easily—no coding needed. Simple, flexible, and fast.

Navigating the Email Builder

Email Merge Tags For Event Notes

Setting up your business email address for use by Copilot CRM

Emails

Edit SMS Templates for Automations

Automations

Estimate Specific Automations

Automation Trigger Conditions

Automation History

Invoice Specific Automations

Customer Specific Automations

Set Up a New Automation

Pre-loaded Automations

Sequence Automations

Legacy Automation vs. Sequence Automation: What should I use?

Articles relating to automations in Copilot

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