Copilot CRM

Configure items, services, chemicals and equipment, including price matrices.

Inventory & Services

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

Add new trucks or equipment to your Copilot account to manage and assign resources easily.

How to Add New Trucks/Equipment

Adding a New Part to Equipment

Tracking Mileage with Routes

Trucks / Equipment

Setup Guide: Adding a New Chemical

Setup Guide: Adding a New Chemical Application

Chemical Applications

Find answers and get help from Intercom Support and Community Experts

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