Introduction
This article covers all schedule-related settings available in Copilot. These options let you control how your schedule behaves by default — including how visits close, how recurring events move, and how To-Dos and Meetings are organized.
You can access schedule settings by clicking the gear icon (⚙️) in the top-right corner of your Copilot screen.
Closed Visit Position
How to Access
Go to Settings (gear icon) > Preferences.
Locate the Closed Visit Position setting.
Options
Visits stay in their current position when closed: Keeps completed visits in the same route order for historical accuracy.
Move closed visits to the bottom: Automatically moves completed visits to the bottom of the list, keeping upcoming visits at the top for better visibility.
Scheduler
How to Access
Go to Settings > Preferences.
Scroll down to the Scheduler section.
Available Settings
Move all related, open recurring events when moving any recurring event on the calendar:
When checked, moving a single recurring event will move the entire recurring series.Event/Visit Days:
Set which days of the week your business operates so the system avoids closed days when scheduling events in bulk.Default Calendar View for Desktop:
Choose how your desktop calendar appears by default:Views: Today, This Week, or This Month
Display Options: Calendar View or Grid (List) View
Default Calendar View for Mobile:
Choose how your calendar appears in the mobile app:Views: Today, This Week, or This Month
Display Options: Calendar View or Grid (List) View
Default Budgeted Hours for Meetings:
Set a pre-filled number of budgeted hours when creating new meetings. You can still adjust this on individual meetings as needed.Default Budgeted Hours for To-Dos:
Set a pre-filled number of budgeted hours for new To-Dos. This saves time if most tasks take a predictable amount of time.
Off-Seasons
Off-Seasons allow you to pause recurring services during slow periods or non-operational times (like winter months).
To-Do Categories
To-Do Categories help you segment internal tasks in Copilot, making it easier to organize and filter To-Dos by type.
How to Create and Manage To-Do Categories
Go to Settings (gear icon) > List Items Visibility.
Add, edit, or delete To-Do Categories as needed.
Click +NEW in the top-right corner of your screen and select To-Do.
In the Category field, choose your desired To-Do category from the dropdown list.
Example:
You might create To-Do categories like Clean Bathrooms, Customer Follow-Up, or Lock the Shop to better organize your team’s daily tasks.
Meeting Categories
Meeting Categories help you organize and filter meetings for better internal coordination.
How to Create and Manage Meeting Categories
Go to Settings (gear icon) > List Items Visibility.
Add, edit, or delete Meeting Categories as needed.
Click +NEW in the top-right corner of your screen and select Meeting.
In the Category field, select your preferred Meeting category from the dropdown list.
Example:
You might create Meeting categories like In-Person Estimate, Employee Interview, or Team Meeting to keep your schedule organized.