Copilot CRM

Pay in Full is a setting that gives your Customers the option to pay the entire job amount upfront when they accept an Estimate.

Pay in Full

Deposit Thresholds

Sending estimates  to your customers allow them know how much you will charge for your services once the job is completed.

How to create an estimate

There are three ways to send invoices and estimates: email, regular postal mail, or text message.

How to send an estimate

How to edit an estimate

Requiring a payment method on file allows you to have confidence that customers will follow through on payment after service is completed.

How to require a payment method on file in order for customers to accept estimates

How to turn an estimate into a visit

How to accept, decline, or request changes on your customer's estimate

Articles relating to estimates in Copilot

Estimates

Find answers and get help from Intercom Support and Community Experts

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.