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Copilot University
Course Introduction
Introduction to Copilot University (1:34)
Getting Started
Copilot Vocabulary (2:28)
Deciding How Automated You Want to Be (9:55)
Settings Overview (16:34)
CSV Imports
Importing customers and properties
Importing just properties (6:58)
Importing items and services (3:02)
Import expenses (3:29)
Customer Management
Customers (5:37)
Properties (5:08)
Tags (3:19)
Services Management
Items & Services (6:16)
When to Raise Your Prices (3:29)
How to Raise Your Prices (2:25)
Team Management
Employees (7:08)
Approving Tracked Time (4:33)
Scheduling & Routing
Using the Schedule (13:44)
What is the Dispatch Board?
Using the Dispatch Board (9:46)
Quick Dispatching (7:29)
Finances
Payments & Receipts (8:49)
Level Billing (11:31)
Discounts & Write-Offs (4:24)
Expenses (4:39)
Client Portal
Overview of the Client Portal (15:27)
Introduce Your Customers to their New Client Portal
Core Loop
The Copilot "Core Loop" (11:32)
End of Beginner Section
Test Your Beginner Knowledge 📝
Marketing
Emailing & SMS Texting (11:47)
Upsells (10:36)
Automations
Legacy Automations (6:09)
Sequence Automations (10:25)
Great Initial Automations (6:25)
KPI Cockpit
Overview of the Cockpit (7:34)
How to Use These Numbers
End of Intermediate Section
Test Your Intermediate Knowledge 📝
Fine Tuning
Custom Fields (3:37)
Rate Matrix / Job Costing (21:23)
Industry Specific Flows
Snow Dispatch (5:45)
Multi-Step Programming (5:20)
Chemical Application & Tracking (7:11)
Integrations
Pay for Performance (P4P) (13:15)
Zapier (6:40)
Field Employees
Overview of the Mobile App (3:16)
In-the-Field Workflow (4:42)
New section
Quiz: Are You a Copilot Master?
Introduce Your Customers to their New Client Portal
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