What Makes Copilot Different
Our CEO, Mike Andes, is a home service business owner with 140+ locations around North America. We aren’t removed from the struggles you have in daily operations.
Member Support
Best-in-Class Member Support & Customer Service
What Copilot Will Do For Your Business
Increase Efficiency. Automate Processes. Save Time. Save Money.
Whenever you book a visit, meeting, or to-do your Copilot will show you how that affects your schedule and capacity for the next 4 weeks.
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๐ด Red = over capacity
๐ก Yellow = within 80% of capacity
๐ข Green = book it!
Create custom automations to cut out follow-up calls, invoice collections, customer reminders, and other tasks that clutter your calendar! This frees you up to focus on sales and hiring… the two things that will help the business soar to new heights!
The map-based Dispatch Board allows you to effectively manage your crews throughout the day and quickly see important information from dozens of crews simultaneously. At a glance, you can get updates, before and after pictures, and efficiency reports from your employees.
Recommending additional services to your clients happens at the tap of a button for technicians on-site. You can pre-program what services and offers they can upsell to Customers and then reward employees when the work is accepted.
Stop waiting for checks in the mail. We have partnered with Stripe to offer straightforward pricing for credit card and ACH processing. No hidden fees or contracts!
Copilot allows you to send bulk marketing emails and text messages to thousands of customers! Your hottest leads are sitting in your database… in seconds, you can get leads for FREE. With one tap, customers can request an estimate from a marketing email.
Stop crossing your fingers and hoping that your recurring clients put a card on file. You can enable card requirements so that a credit card is on file BEFORE the customer can accept an estimate.
We have created deposit thresholds that you can customize. If an invoice is over a certain dollar amount, it will require the customer to pay the deposit prior to accepting the estimate.
Key Performance Indicators are the numbers you must know to grow your revenues and cut out waste! The KPI Cockpit allows you to see all of the vitals of your business at a glance. Not only does Copilot show your Close Ratio, Attrition Rate, and other key metrics, but it will also give you recommendations on how to improve those numbers!
Customers can easily add ACH or credit cards for payment and then enable auto-pay for their ongoing invoices. No complicated password process or login is required for client portal access.
Job Costing and Price Matrices are a cornerstone to knowing the budget of each job and what your profits and overhead costs are. Don’t fly blind! Let your Copilot give you the roadmap to profitability.
Copilot is built to do the heavy lifting for you. Setup your invoices one time so they are automatically created and sent to Customers every billing cycle. Set it and forget it!
You can track in live-time all your employees on a map when they are clocked in on their mobile devices. Track who is most efficient and pay them using Pay-for-Performance (P4P).
Copilot was the first CRM in the home service industry to partner with OpenAI and use ChatGPT so you can create outstanding sales letters, contracts, and emails instantly from the email template builder.
Copilot is perfect for remote office workers. We use satellite property measuring technology to accurately give prices WITHOUT being on the property. Call Notes automatically alert managers and will automatically set up follow-up appointments.
Copilot expands with you and accommodates businesses with dozens of locations. Using one login, office employees can access multiple accounts seamlessly!
