Introduction
This article covers all customer-related settings available in Copilot. These settings help you organize, categorize, and customize how customers appear and interact in your account.
You can access customer settings by clicking the gear icon (⚙️) in the top-right corner of your screen.
Customer Types
Customer Types help you segment your contacts in Copilot. This makes it easier to filter, search, and manage customers within your account.
How to Create and Manage Customer Types
Go to Settings (gear icon) > List Items Visibility.
Add, edit, or delete customer types as needed.
Click Customers in the left-hand menu.
Use filters to find a customer and open their record.
In the Type field, select your desired customer type from the dropdown list.
Example:
You might create customer types like Residential, Commercial, or HOA to help organize your client list.
Customer Source
Customer Source tracks how a customer heard about your business. This helps you identify which marketing channels or referral sources drive the most leads.
How to Create and Manage Customer Sources
Go to Settings > List Items Visibility.
Add, edit, or delete customer sources as needed.
Open a customer record under Customers in the left-hand menu.
Click Show More and locate the How This Customer Found Out About Us field.
Select the appropriate source from the dropdown.
Example:
Sources might include Google Search, Referral, Yard Sign, or Facebook Ads.
Hide Outstanding Balance
This setting controls whether an Outstanding Balance appears on invoice PDFs.
Outstanding Balance = Total Due on Account – Invoice Total
Applies only to newly generated PDFs (past PDFs are unaffected).
To Access This Setting
Go to Settings > Invoices & Estimates.
Locate Hide Outstanding Balance.
Toggle the setting on or off as desired.
Hide Total Due on Account
This setting determines whether to show or hide the Total Due on Account on invoice PDFs.
Total Due on Account = the sum of all sent, unpaid invoices for that customer.
Applies only to newly generated PDFs (past PDFs are unaffected).
To Access This Setting
Go to Settings > Invoices & Estimates.
Locate Hide Total Due on Account.
Toggle the setting on or off.
Property Name Types
Property Name Types help describe the different property categories your customers might have. You can create general types and then customize individual property names later.
How to Manage Property Name Types
When creating a new property, choose from your predefined property types.
To make a one-off edit:
Go to Customers > Properties.
Select a property and locate the Property Type field.
Type a custom name directly in the field.
Example:
Create a general property type called Commercial, then rename a specific one to Main Street Plaza.
Call Automation Notifications
Call Automation Notifications let you alert team members when call notes are logged and automatically assign follow-up tasks.
How to Configure Call Notifications
Go to Settings > Preferences.
Scroll to Call Automation Notifications.
For each notification type (Email and SMS):
Choose a template.
Assign an employee recipient.
Use the checkbox to turn the notification on or off.
When logging a Call Note:
If you check Notify User, Copilot sends a message to the selected employee using the assigned template.
If you create a To-Do, the task will be automatically assigned to the employee set in the email field.
Customer Start #
The Customer Start # defines the starting number Copilot uses when assigning customer IDs.
How to Edit the Customer Start Number
Go to Settings > Preferences.
Scroll down to Customer Start #.
Click the number field and enter your desired starting number.
Notes:
Updating this affects only newly created customers.
If the number you choose is already in use, Copilot automatically selects the next available number.
Example: You can start numbering at “001,” “1000,” or “4938550.”