Copilot CRM

Setup Guide: Creating Your Items & Services

Setup Guide: Managing Inventory Items in Copilot CRM

Setup Guide: Creating Packages

Setup Guide: Rate Matrix

Estimating with Rate Matrices

Bulk Updating Prices for Items and Services

Items & Services

Troubleshooting Rate Matrix and Job Costing

Canadians - How to Separate Two Taxes

How to Edit an Item/Service

FAQs

Find answers and get help from Intercom Support and Community Experts

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