Settings
How to Reset Your Account
This article will help with resetting your entire Copilot account, or just certain/specific areas of your Copilot account.
Notifications
How to get notifications in Copilot and what they look like
Filtering the Customers Page
How to use filters on the customer page
Naming Conventions for Events - Visits, Meetings, and To-Do's
This article goes over the different types of events, Visits, Meetings, and To-Do's
Adding Your Logo to Invoices and Estimates
How to make sure you have your Company Logo on your Estimates and Invoices
Set defaults on "List Items Visibility" Page
Setting default options for those fields that are found under List Items Visibility
List Items Visible To Show/Hide + Creating New List Items
In your settings you can show/hide visible items, plus add items within your account to fit your business
Default Property Name Drop Down Settings
You can set a default property name in your settings (Commercial, HOA, Primary, Rental, Secondary)
Clearing Your Cache
How to clear your cache for Chrome, Safari and Edge browsers
Find List Items Visibility Settings
In your settings you can control what's seen on your list items and the customer source. Here is how to find the List Items Visibility Settings
Budgeted Hours Visibility For Estimates and Invoices
Budgeted Hours Settings to visually show or not show BH on estimates and invoices.
Error when attempting to save a card on file
The provided key does not have access to account.
How do I Change my Password?
Reset Password, Change Password, New Password
Account Standing For Current Year
Show Account Standing for All Time or Current Year / This Year
Work Requests
Show or Hide work requests from the client portal. Add or embed the Work Request Form to your website.
URL Redirect for Work Request Form
This article will go over the URL Redirect feature built into the Work Request Form.
Your Business Profile
Your Business Profile
Preference Settings
All Preference settings on the Preferences Tab
Your Billing History
Your Billing History Tab. See past Copilot charges. See subscription. Change Copilot Credit Card.
Set Up & Manage Online Payments
Set Up & Manage Online Payments. Card processing.