Overview
Multi-Step Programs allow you to plan and schedule multiple service steps over time — perfect for businesses that provide recurring or sequential treatments such as lawn treatment, fertilizer applications, or pest control programs.
This feature ensures each step of a long-term service plan is automatically scheduled at the right interval, saving you time and keeping your workflow organized.
What Are Multi-Step Programs?
A Multi-Step Program is a series of scheduled visits or services that occur in a specific sequence over a designated time frame.
Example:
A lawn treatment company may perform:
Step 1: Early Spring Pre-Emergent
Step 2: Late Spring Weed Control (45 days later)
Step 3: Summer Fertilizer (60 days later)
Step 4: Fall Weed & Feed (90 days later)
Using Multi-Step Programs, you can create this entire plan once — and Copilot automatically spaces out the visits based on your defined intervals.
Step 1: Create a Multi-Step Template
Before scheduling a program for a customer, you’ll first create a template that defines each step in your process.
Go to Team > Schedule > Multi-Step Programs.
Click the Templates tab.
Click + New Template to begin building your program.
Step 2: Add Steps to Your Template
For each step in your program, you can define:
Step Title – The name of the service or treatment (e.g., “Step 1 – Pre-Emergent Application”).
Days from Previous Step – How long after the previous visit this step should occur.
Budgeted Hours / Time for Visit – The estimated time needed for the visit.
Invoiceable – Allow this step to generate an invoice when completed.
You can add as many steps as you need for your program.
When finished, give the template a name and click Save Template.
Step 3: Apply a Multi-Step Template to a Customer
Once your template is created, you can use it to generate a full schedule for a customer’s property.
Go to Team > Schedule > Multi-Step Programs.
Click + New Program.
Choose your template from the list.
Select the property where the program will take place.
Set the start date for the first step.
Because your template already includes time intervals between steps, Copilot will automatically calculate all subsequent visit dates for you.
6. Review the schedule, make any adjustments if needed, then click Create Program to finalize.
Step 4: View Scheduled Multi-Step Programs
After creation, each step of the program will automatically appear on your Schedule like normal visits.
To view or manage all active programs:
Go to Team > Schedule > Multi-Step Programs.
On the right-hand side, find the Programs List section.
Here you can:
View all existing Multi-Step Programs.
Edit details for future steps.
Delete an entire program if it’s no longer needed.
Benefits of Using Multi-Step Programs
Automated Scheduling: Automatically calculates and schedules all future visits based on your template.
Consistency: Ensures customers receive each step in the correct order and time frame.
Efficiency: Build once, use across multiple properties or customers.
Scalability: Perfect for large service groups or seasonal treatment programs.
Flexibility: Supports any service with defined stages or repeating intervals.
Example
You create a 4-Step Fertilizer Program template with 30, 45, and 60 days between visits.
When you apply it to a customer starting March 1:
Step 1 is March 1
Step 2 is March 31
Step 3 is May 15
Step 4 is July 15
Copilot automatically calculates and schedules these dates — no manual setup required.
Tip
For companies managing multiple recurring service types, create a template for each program type.
Then simply assign them to customers and start dates — Copilot handles the timing from there.