Copilot CRM

Setup Guide: Creating an Estimate

There are three ways to send invoices and estimates: email, regular postal mail, or text message.

Sending an Estimate

Feature Guide: Deposit Thresholds

Pay in Full is a setting that gives your Customers the option to pay the entire job amount upfront when they accept an Estimate.

Feature Guide: Pay in Full

Scheduling a Job from an Estimate

Articles relating to estimates in Copilot

Estimates

Editing an Estimate

How to accept, decline, or request changes on your customer's estimate

How can I send customer messages directly from estimates in Copilot CRM?

FAQs

Find answers and get help from Intercom Support and Community Experts

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