Introduction
This article covers all interface-related settings available in Copilot. These options let you personalize how information is displayed, customize terminology, and adjust visual preferences.
You can access interface settings by clicking the gear icon (⚙️) in the top-right corner of your Copilot screen.
Records on Page
Change how many records display per page on list views such as Customers, Payments, and Invoices.
How to Access
Go to Settings > Preferences.
Find Records on Page at the top.
Available Options
10, 20, 30, 40, 50, 60, 70, 80, 90, 100
Date Format
Adjust how dates appear throughout Copilot.
How to Access
Go to Settings > Preferences.
Find Date Format at the top.
Available Options
Sat Jan 05, 2019
Jan 05, 2019
Jan 05, 19
01/05/19
01/05/2019
05-Jan-19
05-Jan-2019
05-01-2019
05 Jan 2019
2019-01-05
05/01/2019
5 January 2019
January 5, 2019
05/01/19
2019/01/05
Time Format
Choose how times are displayed across the system.
How to Access
Go to Settings > Preferences.
Find Time Format at the top.
Available Options
hh:mm am/pm
hh:mm (24hr)
Time Zone
Select which time zone Copilot uses for scheduling, timestamps, and reporting.
How to Access
Go to Settings > Preferences.
Find Time Zone at the top.
Week Start
Set which day of the week appears first in your calendar view.
How to Access
Go to Settings > Preferences.
Find Week Start at the top.
Available Options
Sunday
Monday
Money Format
Change how monetary values are displayed in Copilot.
How to Access
Go to Settings > Preferences.
Find Money Format at the top.
Available Options
1,000,000.99
1.000.000,99
Base Currency
Choose which currency Copilot uses across your account.
How to Access
Go to Settings > Preferences.
Find Base Currency at the top.
Available Options
USD – United States Dollar
CAD – Canadian Dollar
EUR – Euro
GBP – United Kingdom Pound
AUD – Australian Dollar
CHF – Swiss Franc
CZK – Czech Koruna
DKK – Danish Krone
HKD – Hong Kong Dollar
HUF – Hungarian Forint
JPY – Japanese Yen
NOK – Norwegian Krone
NZD – New Zealand Dollar
PLN – Polish Zloty
SEK – Swedish Krona
SGD – Singapore Dollar
RUB – Russian Ruble
UAH – Ukrainian Hryvnia
ZAR – South African Rand
CNY – Chinese Yuan
INR – Indian Rupee
SRD – Surinamese Dollar
Customers List View Mode
Choose how customers are displayed on the Customers list page.
How to Access
Go to Settings > Preferences.
Scroll to Customers List View Mode.
Available Options
Customer Name
Address
Customer Name + Address
Show Account Standing
Choose how the Paid counter is calculated on the My Day page.
How to Access
Go to Settings > Preferences.
Scroll to Show Account Standing.
Available Options
Current Year
All Time
Push Notifications
Enable push notifications to receive alerts when specific actions occur in your account.
How to Access
Go to Settings > Preferences.
Scroll to the Push Notifications section.
Available Options
Send notification if an estimate accepted
Send notification if an invoice viewed
Send notification if a new payment received
Send notification if a new ACH payment received
Send notification if a new PayPal payment received
Send notification if a new SMS received
Play Sound
Send notification if an event assigned to crew
Send notification if an event completed
Send notification if a visit marked as Not Serviced
Send notification if customer added a rating
Custom Naming
Personalize the terminology used throughout Copilot to match your business language.
How to Access
Go to Settings > Custom Naming.
Available Customizations
Customer / Customers
Invoice / Invoices
Estimate / Estimates
Employee / Employees
Crew / Crews
Item & Service / Items & Services
Equipment / Equipments
Tax / Taxes
Dark Mode
Dark Mode reduces eye strain and gives Copilot a sleek appearance — perfect for working in low-light environments.
How to Access
You can toggle Dark Mode on or off using the switch located at the bottom-left corner of your screen.