Getting Started
Copilot Mobile App
Downloading Copilot CRM to your devices
The Wiki
Where to find the Wiki and how you can add pages
Transferring from another CRM to Copilot
What information you will need to export out of your old CRM and into Copilot
Global Search Bar
Need to get somewhere but don't know how to get there? The Global Search Bar is here to help save you time
Dark Mode
How to enable/disable Dark Mode
Settings For Default Schedule View For Desktop And Mobile
Do you like the today, week or monthly view? Do you like calendar or gird view? Whatever the case is, you can set those settings up within the software!
Rescheduling Visits From Your Dispatch Board
The user has the ability to re-schedule visits while operating from the dispatch board vs re-scheduling from the schedule page
Default Calendar Options
You can control what your default setting is for when you visit your scheduling page
Book A Call With Support
You can book a zoom call with support!
Copilot University
Where to find and access Copilot University.
First Steps After Signing Up
What do I do once I sign up?
Join the Facebook group
Reminder: This group is for paid users only!