Let Me Introduce Your Copilot.
Copilot University teaches you how to implement Copilot CRM in your business. Everything from getting started to advanced techniques that will change how you do business. Our goal with Copilot University is to not only give you the ingredients but also the recipe to creating exactly what your business needs. In this case, the actual suggested workflows and SOP's for routing, scheduling, invoicing, creating automations, and managing your business is the recipe we hope to provide in this course.
Course Overview
Getting Started
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CSV Imports
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All The Settings
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- Preferences and billing history (9:24)
- Setup and Manage Online Payments (3:08)
- How to Get Existing Customer Credit Cards on File (6:01)
- Invoices, estimates and receipts (10:52)
- Deposit Thresholds (4:50)
- Client login widget and the work request form (6:58)
- Adding Credit In The Client Portal (2:15)
- Quickbooks sync (11:02)
- Custom naming and List items visibility (3:27)
- Credit card required to accept an estimate (1:48)
- Notifications (3:58)
Customers
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Scheduling and Routing
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Invoices & Estimates
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Payments & Expenses
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Employees, crews, vendors, and time tracking
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Items, services, trucks, and equipment
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The KPI Cockpit
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Automations
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- Legacy Automations and Sequence Automations: Which Should I Use? (3:06)
- Creating automations (4:57)
- Prebuilt automations
- Automation triggers and actions (8:21)
- Automation for Paid Invoices and Credit/Deposits (3:32)
- Customer Requests Changes on an Estimate or Work Request (1:53)
- Setup Automation for Service Reminder (1:43)
- Setup Automation for Accepted Estimates (1:28)
- Setup Automation for Work Request Form Submission (2:25)
Zapier Automations
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Marketing
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Calculators
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Chemicals
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Reports
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Workflow of an employee on the job
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Miscellaneous
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Workflows
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Get in Contact with us!
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