Copilot CRM

Work Request Form

Tools & Features

Setup Guide for Text Messaging

Send a Text Message

Text Messaging Templates

Mark text conversations as "Open" or "Done"

Sending Mass Marketing Text Messages

SMS Texting

Can my customers unsubscribe from my SMS messages?

How can I create a group for text messaging?

Questions and answers regarding Copilot's SMS texting feature

FAQs

Setup Guide for Email

Sending Mass Marketing Emails

Create a New Email Template

Marketplace Bundles

Copilot’s email builder lets you create professional, branded emails easily—no coding needed. Simple, flexible, and fast.

Navigating the Email Builder

Email Merge Tags For Event Notes

Unsubscribe Link on Emails

Email

How to Avoid Email Spam Filters

How to View Emails Sent to a Customer

How to Send an Invoice via Email

Legacy Automation vs. Sequence Automation: What should I use?

Articles relating to automations in Copilot

Automations

Set Up a New Automation

Pre-loaded Automations

Automation Trigger Conditions

Customer Specific Automations

Estimate Specific Automations

Invoice Specific Automations

Automation History

Legacy Automations

Sequence Automations

Upsells are easy, relevant, and profitable ways to boost revenue by offering add-on services while your crew is already on-site.

Setup Guide: Upsells

Upsells

Learn how to use the Aerial Measurements tool in Copilot to measure properties, calculate distances, and save results.

Using Aerial Measurements in Copilot

Aerial Measurements - General use guide

Aerial Measurements - More advanced settings

BH and Service Calculators

How To Toggle Between Map view And Satellite view

Articles relating to the "Calculators" tab in Copilot

Calculators

Create a New Document Template

Create a New Document

Email a Document

Documents

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.