Copilot CRM

Add and manage employees, handle time tracking, and organize crews.

Team Management

Add, Remove, or Edit an Employee.

Permissions: how to restrict access for some teammates

Learn how to require employees to clock in before they can view their schedules in Copilot.

Setup Guide: Requiring Employees to Clock In Before Viewing the Schedule

Set Hourly Rates for Employees

Setup Guide: Creating and Editing Crews

Employees

Learn how time tracking works in Copilot, including clocking in, tracking visits, approving time, and managing settings.

Overview: Time Tracking in Copilot CRM

Setup Guide: Setting Budgeted Hours for Your Team

Track employee locations when they clock into visits in Copilot.

Feature Overview: Live GPS Employee Tracking

Comparing Budget Hours vs. Actual Hours

Time Tracking

How to Manually Add a Time Entry for an Employee

How to Edit Tracked Time on a Completed Visit

FAQs

Setup Guide: Creating Vendors and Suppliers

How to Delete a Vendor or Supplier

Vendors & Suppliers

Find answers and get help from Intercom Support and Community Experts

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