Copilot CRM

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

Provide each of your customers with the ability to view estimates, invoices, payments, services, and request work all in one place.

The Customer Portal Explained

Articles relating to the customer profile tab in Copilot

Customer Profile

Find answers and get help from Intercom Support and Community Experts

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