Overview
In Copilot CRM, visits can be marked as complete directly from your Schedule or Dispatch Board. Completing a visit updates its status, triggers invoice creation (if applicable), and helps both field and office teams stay aligned on daily progress.
Overview
When a visit is completed, Copilot automatically generates an invoice for that visit by default.
If you prefer not to automatically create an invoice, there are a few different billing options when creating the visit:
Invoice services: When the visit is completed, all assigned items/services will be added to an invoice.
Link to Level Billing Agreement: When the visit is completed, the items/services contained in the linked Level Billing Agreement will not be billed, but items/services that are not contained in the linked Level Billing Agreement will be added to an invoice.
Do not Invoice: When the visit is completed, no assigned items/services will be added to an invoice.
Add the Items/Services to be performed.
If services are already set up for the property, they will auto-fill.
Using the Schedule vs. Dispatch Board
Field Employees:
Field teams should complete visits throughout the day using the Schedule page on their devices.Office Staff:
Office users can monitor and complete visits from the Dispatch Board for a full overview of the day’s routes and field activity.
Ways to Complete Visits
You can complete visits in two ways from either the Schedule or Dispatch Board.
Option 1: Complete an Individual Visit
Click on the specific visit you want to complete.
Click the green Complete button.
Once completed, the visit status changes to Closed, and an invoice is automatically created if applicable.
Option 2: Complete Multiple Visits at Once
Use the checkboxes to select one or more visits.
Click the Complete button at the top of the page.
This option is ideal for office staff closing out multiple visits at the end of the day.
Additional Notes
Completed visits automatically move to Closed status.
Invoices created from completed visits can be reviewed in the Invoices section.
If a visit was completed by mistake, you can reopen it using the Reopen button.
Tip
Encourage field employees to mark visits complete as they finish jobs. This keeps your Dispatch Board updated in real time, allowing office staff to track progress and manage invoicing efficiently.