Team
Schedule and Calendar
Skipping A Job In Copilot
How to skip an individual job in Copilot
Deleting a Job in Copilot
how to delete an existing job
Time Tracking
Time Tracking
This article covers all things time tracking! Employees clocking in and out for the day or individual visits. Tracked Time, Approved Tracked Time, Active Time Clocks, and Time Tracking Settings.
Editing Tracked Time On A Completed visit
where and how to edit tracked time on a completed visit.
Routes and Dispatching
Color Coding Route Stops
How to sort your route stops by color
Notes For Dispatcher
You can add notes for dispatcher in our dispatch board
Optimizing Routes for Specific visits And Crews
While operating from the dispatch board, you can easily assign crews to visits and route those selected visits individually versus routing the whole days list of visits
Employees
Employee Login
How to find and set your employee's login settings
Employee Weekly Budgeted Hours
Where you can adjust employee budgeted hours within the software