Introduction
The All Events page in Copilot provides a complete view of every scheduled event in your account — including visits, To-Dos, and recurring jobs. You can use filters, bulk actions, and sorting tools to quickly find and manage your team’s work.
Step 1: Open the All Events Page
From your Copilot dashboard, go to Team > Schedule.
Select the All Events tab.
This page will display all scheduled events by default until you set filters to narrow your view.
Step 2: Filter Your Events
Use the filtering options at the top of the page to refine your view:
Date Range: View events within a specific time frame.
Crew: Filter by assigned crew.
Item/Service: Show only events with specific services or line items.
Tag: Filter events by custom tags for quick categorization.
You can also filter events by status using these options:
Any: Shows all events (default view).
On Site: Displays events currently in progress.
Open: Shows all open, uncompleted events.
Closed: Displays completed events.
Step 3: Manage Event Order and Display
Show Closed Events as Last: Move all closed events to the bottom of your list for a clearer view of active work.
Use the buttons labeled Any, Rec, and 1 to control event visibility:
Any: Displays all events (default).
Rec: Shows only Recurring Events.
1: Shows only Single Events.
Step 4: Perform Bulk Actions
You can manage multiple visits or events at once using the checkboxes beside each event.
After selecting one or more events, you can:
Delete – Remove selected events.
Complete – Mark events as completed.
Reopen – Reopen closed events.
Duplicate – Copy events for future scheduling.
Print – Generate printed copies of event details.
Assign Crew – Assign selected events to a crew.
Assign Employee – Assign selected events to a specific employee.
These bulk tools make it easy to maintain your schedule efficiently.
Tip
Use the filters and bulk tools together for fast updates — for example, filter by a single crew, select all open visits, and mark them as complete with one click.