Copilot CRM

Learn why our recommended best practices help your home service business succeed with Copilot’s proven systems.

Why These Best Practices Matter

This guide shows you exactly how to leverage it to dispatch, manage, and scale your snow customers all in one place.

Tutorial — Managing Your Snow Routes with Quick Dispatch (Step-by-Step)

Best practices when it comes to utilizing Copilot for your business.

Best Practices

Give every employee their own Copilot login for accurate time tracking and accountability.

Best Practices: Every Employee Should Have Their Own Login

Track time and costs in Copilot to measure true job profitability and maximize profits.

Best Practices: Time Tracking & Job Costing

Use Copilot notes and photos to ensure clear communication and accurate job records.

Best Practices: Team Communication is Mandatory

Learn five practical ways to use video inside Copilot’s Field Force Mobile App to grow your home service business.

5 Ways to Use Video to Grow Your Home Service Business

Best practices for employee logins, time tracking, and job documentation to improve team accountability.

Team Management & Accountability

Require payment methods on file to ensure reliable cash flow and protect your business.

Best Practices: Always Save Payment Methods on File Before Service

Require deposits on large estimates to improve cash flow and filter out uncommitted customers.

Best Practices: Require Deposits on Large Estimates

Best practices for saving cards, invoicing, and billing to keep cash flow smooth and reliable.

Customer Payments & Finance

Find answers and get help from Intercom Support and Community Experts

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