Copilot CRM

Start here to create your account, migrate data and learn the basics of Copilot.

Getting Started

Learn why our recommended best practices help your home service business succeed with Copilot’s proven systems.

Why These Best Practices Matter

Best practices when it comes to utilizing Copilot for your business.

Best Practices

Give every employee their own Copilot login for accurate time tracking and accountability.

Best Practices: Every Employee Should Have Their Own Login

Track time and costs in Copilot to measure true job profitability and maximize profits.

Best Practices: Time Tracking & Job Costing

Use Copilot notes and photos to ensure clear communication and accurate job records.

Best Practices: Team Communication is Mandatory

Best practices for employee logins, time tracking, and job documentation to improve team accountability.

Team Management & Accountability

Require payment methods on file to ensure reliable cash flow and protect your business.

Best Practices: Always Save Payment Methods on File Before Service

Require deposits on large estimates to improve cash flow and filter out uncommitted customers.

Best Practices: Require Deposits on Large Estimates

Best practices for saving cards, invoicing, and billing to keep cash flow smooth and reliable.

Customer Payments & Finance

Learn how to create your Copilot CRM account, select a plan, and set up your business details.

Creating a Copilot Account

Learn what information to bring over from your previous CRM and how to prepare it for import into Copilot.

Transferring from Another CRM to Copilot

Setup Guide: Multi-Location Office Login

Copilot University is a completely free course on the basics of Copilot CRM, available to everyone on the internet!

Copilot University

Help for signing up, logging in across locations, and upgrading plans

Account Setup & Registration

How to Reset Your Account Password

How to Upgrade Your Copilot Subscription

How to Cancel Your Copilot Subscription

FAQs

Set Up Guide: Stripe

Setup Guide: PayPal

How Taxes Work in Copilot CRM

Initial settings to prepare your workspace: import data, set calendar preferences and customize your view.

First-Time Configuration

Customer Settings

Estimate Settings

Schedule Settings

Learn how to configure invoice settings in Copilot, including numbering, delivery preferences, and visibility options.

Invoice Settings

Learn how to configure payment-related settings in Copilot, including Stripe, PayPal, Auto-Charge, and receipt templates.

Payment Settings

Learn how to personalize your Copilot interface, including display formats, notifications, and dark mode.

Interface Settings

Requiring a payment method on file gives you confidence that customers will follow through with payment once the service is complete.

Setup Guide: Requiring a Payment Method on File

Automatically send customer invoices on a daily, weekly, or monthly schedule in Copilot CRM.

Setup Guide: Auto-Sending Invoices

Settings

Find answers and get help from Intercom Support and Community Experts

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