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Copilot University
Getting Started
Course Intro from the Founder (Mike Andes) (4:56)
Add your company details (3:19)
Adding a customer (11:24)
Adding a property and property notes (9:53)
Naming Convention for Events (2:28)
Some importing getting started information (5:02)
CSV Imports
Importing customers and properties
Importing just properties (6:58)
Importing items and services (3:02)
Import expenses (3:29)
All The Settings
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
Customers (12:40)
The Client Portal (7:08)
Filtering Customers Page (1:27)
Properties (6:25)
Work requests (4:47)
URL Redirect for Work Request Form (2:13)
Customer specific automations (2:10)
Cards and ACH on file and auto charging (4:45)
Reviews (1:30)
Scheduling and Routing
Creating an event (9:21)
Scheduling from an estimate (4:35)
Calendar views (10:39)
Recurring events (2:43)
Routes (9:52)
Quick dispatch (10:31)
Multi step programs (3:35)
Deleting and Skipping Events (4:33)
Invoices & Estimates
Add Your Logo to Invoices and Estimates (0:50)
Estimates (9:17)
Invoices (7:03)
Invoice Filters (1:16)
Auto-Charge Invoices (2:05)
Sending a Paid Invoice Receipt via Email (2:45)
Payments & Expenses
Payments (4:01)
Refunding Payments (1:26)
Expenses (3:37)
Level billing (9:04)
Customer statements (1:18)
Editing and Deleting Expense Categories (2:03)
Reconcile Your Payments with Stripe (2:15)
Employees, crews, vendors, and time tracking
Employees (5:40)
Crews (1:00)
Vendors (2:51)
Login & Time Tracking (13:15)
Items, services, trucks, and equipment
Items & Services (5:20)
Bulk Updating Prices for Items & Services (1:24)
Job Costing and Price Matrix (25:54)
Trucks and equipment (3:11)
The KPI Cockpit
Overview of the cockpit (15:52)
Automations
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
Zapier introduction (3:46)
Facebook lead ad to Copilot (15:15)
Calendly to Copilot (5:23)
Copilot to Google Calendar (2:58)
Tiggers and actions walk through (2:40)
Use Zapier to make a custom Work Request Form for Copilot CRM (25:17)
Instant Quote Automation (44:54)
Marketing
Sending emails (3:50)
How to Avoid Spam Email Filters (11:17)
Email templates (7:55)
Merge Tags (2:48)
The Unsubscribe Link (3:18)
Email Links (20:21)
Sending and receiving texts (4:21)
Text templates (2:18)
Mailing (2:11)
Upsells (5:38)
Mass communication (2:12)
Calculators
Aerial Measurements (4:21)
Other calculators (4:54)
Chemicals
Tracking (2:48)
Application (2:49)
Reports
Reports overview (4:59)
Workflow of an employee on the job
How employees in the field can use the Copilot mobile app (11:49)
Miscellaneous
Global Search Bar (1:36)
Custom Fields (3:47)
Tags (2:04)
Bulk Add Tags (1:31)
Documents (2:00)
Visit forms (2:25)
Notes (1:04)
Wiki (1:57)
Marketplace (4:05)
How to Integrate with P4P Software (13:15)
Tutorial for Customers on How to Use the Client Portal
Workflows
Intro to workflows (1:05)
Customer core loop (10:53)
End of the month invoicing (4:30)
End of day dispatch board (5:57)
Time tracking and payroll (4:49)
Per Customer Auto-Charging using the Auto-Send Feature (3:50)
Snow Removal Dispatching (17:34)
Get in Contact with us!
Connect with the Copilot Team!
Customer Requests Changes on an Estimate or Work Request
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