Copilot CRM

Jobs & Routing

Learn how to schedule recurring visits in Copilot, including indefinite visits, biweekly patterns, and off-season options

Setup Guide: Creating Recurring Visits

Learn how to edit details, schedules, and assignments for a recurring visit series in Copilot.

Editing an Existing Recurring Series of Visits

Learn how to set Off-Seasons on recurring visits so they don’t appear on your schedule during downtime.

Setup Guide: Creating and Managing Off-Seasons

Setup Guide: Creating a To-Do

Setup Guide: Creating and Using Visit Forms

Completing Visits in Copilot CRM

Skipping an Event in Copilot CRM

Rearrange Visit Orders for Each Day

Overview: The All Events Page

Articles relating to the Schedule and Calendar in Copilot

Schedule

How to Cancel and Reactivate Recurring Events

How to View All Recurring Series of Events

How to Delete a Visit / Event

Where And How To Access Calendar Color Options

How To Add A Recurring Visit

How to Skip a Visit

Naming Conventions for Events - Visits, Meetings, and To-Do's

How to Edit an Off-Season

FAQs

Learn how to manage, view, and optimize routes for your field teams using the Dispatch Board in Copilot CRM.

Overview: The Dispatch Board

Workflow: Optimizing a Route for a Single Crew

Workflow: Rescheduling Visits from the Dispatch Board

Adding Notes for the Dispatcher

Tracking Mileage with Routes

Coloring Visits on the Dispatch Board

Manage staff, routes, crews and time tracking to keep field operations efficient.

Routing

How to Change the Stop and Start Route Locations

How to View Multiple Days on the Dispatch Board

How To Float the Dispatch Board Map

Setup Guide: Multi-Step Programs

Multi-Step Programs

Feature Guide: Quick Dispatch

Setup Guide: Creating a Quick Dispatch Template

Quick Dispatch

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.