Overview
If you perform the same services or use the same items each time you visit a property, you can save time by assigning default items and services. These defaults automatically appear when creating jobs for that property.
Step 1: Add Defaults When Creating a Property
Go to the Customers tab in your Copilot dashboard.
Click Properties.
Select the + Add New Property button.
In the Default Items or Services for this Property section, start typing the item or service name in the input box.
If the item or service already exists in your account, it will appear as a selectable option.
If not, you can add it manually.
To add another line item, click the + Add Line button.
When finished, click Save Property to save your defaults.
Step 2: Add or Edit Defaults on an Existing Property
Go to the Customers tab and click Properties.
Locate the property you want to update.
Click the pencil icon beside that property to open the edit view.
In the Default Items or Services section, add new items, remove old ones, or adjust existing defaults as needed.
Your changes will save automatically.
Why Use Default Items and Services
Assigning defaults ensures that every time a visit or job is created for that property, the assigned services and items are already populated — saving time and maintaining consistency.
Example:
If you always mow, edge, and trim at a specific property, set those as default services. Each new visit will include them automatically.
Tip
You can review or adjust default items and services at any time by editing the property record. This helps you keep your job templates up to date as services evolve.