Overview
Using the Field Force Mobile App in Copilot CRM, you can easily record, store, and share videos within each event. Video helps improve communication, increase sales, and build trust—without uploading to YouTube or sending links through WhatsApp.
Below are five proven ways to use video to boost efficiency, sales, and customer satisfaction.
1. Estimate Videos
Goal: Replace morning walkthroughs and eliminate callbacks.
When completing an estimate, record a short video summarizing the project before leaving the property. Include parking details, access points, and required materials or tools. Attach this video directly to the event in Copilot using the Field Force Mobile App.
You can attach videos to the Before & After media section of the event (such as an in-person estimate visit), to the Visit Details directly, or to the Property itself.
From the CRM side, you can download that video and re-upload it to the estimate so it’s saved alongside the quote.
Benefits:
Saves hours of driving and coordination
Ensures crews know exactly what to do
Sets clear expectations with customers
Prevents post-job disputes or miscommunication
Example Script:
“Hey team, we’re at Mr. Jones’ house. We’ll be installing new edging around all front beds. Park in the driveway (HOA restriction). Bring a pickaxe and extra mulch. Both brick and paver edging come out—dump them after removal.”
Example Outcome:
This short video eliminates confusion, prevents forgotten materials, and provides a timestamped reference for future scope questions.
2. Project Updates
Goal: Keep customers informed and reduce site visits.
For multi-day projects (e.g., patios or retaining walls), have your crew record a short daily update before leaving. Attach it to the job in Copilot so both your team and the customer can view progress in the portal.
Benefits:
Keeps clients updated remotely
Documents progress for quality control
Reduces daily management site visits
Creates shareable social content
Example:
“Day 5 update: retaining wall and paver base are complete. Tomorrow we’ll compact and fill joints with poly sand.”
3. Promote Additional Services
Goal: Increase revenue per customer without additional ad spend.
Encourage crews to record short videos showing potential add-on opportunities while on-site—such as overgrown shrubs, worn mulch, or cracked edging.
Have your crew upload the video to the Visit Details section of the event in the Field Force Mobile App, or send it to you directly. From there, you can download the video from the CRM and re-upload it to the estimate for customer review.
Tip: Once the video is attached to the estimate, you can text the estimate link to your client and let them know the crew recorded a quick video with suggested improvements.
Benefits:
Boosts customer lifetime value
Increases close rate on add-ons
Helps customers visualize recommendations instantly
Example:
“We noticed these bushes aren’t doing well on the shaded side. We can remove them, add fabric and cobble rock for a low-maintenance look.”
A short clip like this can turn into a $600 add-on in minutes—no estimator needed.
4. Initial Service Walkthroughs
Goal: Eliminate confusion and complaints in recurring services.
Record a video during the first service visit defining exactly what’s included. Save it to the estimate so your team, admin, and customer share the same expectations.
To add this video to the visit, you can download it from the estimate in the CRM and re-upload it to the visit.
This ensures that your whole team is on the same page.
Benefits:
Reduces scope creep
Helps admin handle customer calls confidently
Keeps recurring crews aligned on standards
Example:
“We’re trimming 24 inches off the fence line once per month—nothing beyond the split-rail fence or hillside.”
This simple video can prevent “I thought that was included” conversations later.
5. Equipment Maintenance & Repairs
Goal: Track maintenance history and reduce downtime.
When servicing or repairing equipment, record a short video describing what was fixed and when. Attach it to the equipment record in Copilot.
Benefits:
Creates a visual maintenance log
Helps managers track issues remotely
Improves accountability and reduces repeat issues
Prevents broken equipment from being reused
Example:
“Replaced deck height spring on mower. Works fine now—removing red tag and returning to use.”
File Size Limits and Recording Guidelines
The Field Force Mobile App supports video uploads up to 500 MB.
Your available recording time depends on your video resolution and length.
Resolution (30fps) | Approx. Recording Time (per 500 MB limit) |
4K | ~2.9 minutes |
1080p (Full HD) | ~8.3 minutes |
720p (HD) | ~12.5 minutes |
(As shown in the chart above.)
Best Practice:
Use 1080p at 30fps for the best balance between clarity and file size.
Keep clips under 8 minutes to ensure smooth uploads from mobile devices.
Why Video Works
Using video for estimates, updates, service add-ons, walkthroughs, and maintenance helps you:
Sell more efficiently
Reduce callbacks and confusion
Strengthen communication across sales, operations, and admin
Copilot’s Field Force Mobile App makes this easy:
Record and upload videos directly to events on the schedule
Upload videos to the Visit Details, Before & After, or Property section
Access and save offline in low-service areas
Sync automatically when back online
Keep all videos organized by job, property, and customer