Copilot CRM

Learn what Copilot CRM is, why it was built, and how it’s different from traditional home service CRMs.

Copilot Overview

Start here to create your account, migrate data and learn the basics of Copilot.

Getting Started

Add and manage employees, handle time tracking, and organize crews.

Team Management

Manage customer profiles, properties and tags, and use the customer portal.

Customers

Configure items, services, chemicals and equipment, including price matrices.

Inventory & Services

Jobs & Routing

Articles relating to the "Finances" tab in Copilot

Finances

Use Copilot's reports and KPIs to understand your business metrics.

Know Your Numbers

Tools & Features

Articles relating to the Field Force mobile app

Field Force App

Articles relating to the "Integrations" tab in Copilot

Integrations

Find quick answers or fixes—common errors, FAQs and how to resolve them.

Troubleshooting & FAQs

Find answers and get help from Intercom Support and Community Experts

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