- Dispatch Board : A view that organizes jobs, team schedules, and routes clearly and helps optimize assignments and reduce downtime.
- Automations : Custom workflows let tasks such as invoicing, reminders, and follow-up happen automatically and save effort.
- Customer Portal : Clients can request work, accept estimates, and pay using ACH or credit cards in a personalized portal that boosts transparency.
- Auto-Invoicing : Invoices are generated and sent automatically on each billing cycle after initial setup and help streamline billing.
- Automatic Late Fees : Late-payment charges are applied automatically to support consistent cash flow.
- Capacity Scheduling : Job scheduling aligns with team availability to prevent overbooking and maximize efficiency.
Copilot
Mmanage clients, projects, sales, and automate admin tasks.
Updated February 27, 2026
Copilot Overview
Copilot CRM is a tailored platform for home‑service businesses—like lawn care, plumbing, and cleaning—that simplifies operations by automating invoicing, job scheduling, dispatch, and client communications.
It allows customers to access a self-service portal, accept estimates, and make payments, while offering business owners a unified system to manage leads, workflows, and financial performance with ease.
Key Features
Pricing
| Plan | Price (per month) | Key Inclusions |
|---|---|---|
| Enterprise | $233.25 (was $279) | All Pro perks + up to 5,000 contacts, Mike Andes Power Pack, one-way QuickBooks sync, ACH bank transfer payments, customer credits, 2-way SMS from desktop & mobile |
| Pro | $166.58 (was $199) | All Starter perks + up to 1,000 contacts, timesheets for payroll, phone support, monthly 1-on-1 Zoom call support, optimized routes, downloadable data backups |
| Starter | $116.58 (was $139) | All Solo perks + up to 500 contacts, email invoices & estimates, bulk marketing emails & templates, customizable automations, 40+ email templates, exclusive members Facebook group |
| Solo | $0 | Free up to 50 contacts, track time at each job, customers can pay online, client portal, track expenses, bulk price increases, supplier & inventory tracking |
Check Pricing details: https://www.copilotcrm.com/pricing
Pros
| Competitor | Pros of Copilot |
|---|---|
| SuiteDash | Copilot delivers home‑service‑tailored features like job dispatch, client portal, and automated invoicing. That makes it more focused and easier to set up than all‑in‑one platforms like SuiteDash. |
| Moxo | Copilot offers simpler pricing tiers and clearer workflows. That gives it more predictability and less complexity compared to Moxo’s enterprise‑style orchestration tools. |
| Accelo | Copilot zeroes in on home-service needs with tools like routing, time tracking, and job automation. That delivers more relevant value versus Accelo’s broader professional-services approach. |
| Zoho CRM | Copilot includes home-service workflows right out of the box and a cleaner interface. That is more inviting for small teams than Zoho’s wide, sometimes overwhelming, suite of tools. |
| Insightly | Copilot serves field-service teams with scheduling, invoicing, and client portal built in, which fits better than Insightly’s generic CRM plus project tools. |
Cons
| Competitor | Cons of Copilot |
|---|---|
| SuiteDash | SuiteDash offers greater flexibility as an all‑in‑one platform for CRM, project management, file storage, and billing. That lets users customize more deeply than Copilot allows. |
| Moxo | Moxo brings advanced automation and AI‑powered workflows. Copilot might feel more limited for teams needing high‑level orchestration across departments. |
| Accelo | Accelo delivers deeper project tracking, time billing, and service delivery tools. That can provide more business visibility than Copilot’s simpler job management features. |
| Zoho CRM | Zoho includes AI tools like Zia, wide integration options, and powerful analytics. Copilot doesn’t offer those advanced capabilities yet. |
| Insightly | Insightly combines CRM with project management and offers extensive integrations. That might suit businesses needing those extra layers better than Copilot’s focused home-service scope. |
Reviews
- Trustpilot Review (Rating: 1.8/5): Voice conversations “glitch nonstop,” going silent mid-chat or repeating themselves until users shut it down. One reviewer waited over 20 minutes for an Excel spreadsheet that Copilot claimed it was creating, while others complain about “fluff, childish nonsense, and an ABSURD amount of emojis,” incorrect information, and chat history that doesn’t fully delete.
- Reddit r/copilotmoney: After four years with Mint, one user switched to Copilot for a “real-time view” of transactions in one place and immediately praised the “Beautiful UI” with Dark Mode. The “Advanced Rule Creation for Transactions,” especially the partial match feature, earned special mention for handling categorization with more precision.
- moneywithkatie.com Review: The reviewer initially balked at the price but felt hooked after trying the demo mode and exploring the “fantastic” UI. Over time, Copilot Money tracked 7,121 categorized transactions and mirrored custom budget groups and subcategories from an external Wealth Planner, which eliminated the “nightmarish” task of manual tracking across numerous credit cards and accounts.
- randgroup.com Review: Hands-on testing highlights Teams meeting recaps as the strongest capability, with detailed summaries, extracted action items, and drafted follow-up emails when meetings are recorded and transcribed. The integration across Outlook, Word, Excel, and PowerPoint keeps AI inside daily workflows instead of forcing teams to adopt a separate tool.
- microsoft.com Review: A longtime user calls the new web version a “massive disappointment,” citing a three-step process to start a new chat and harder-to-read recent chats. The older version referenced past conversations about a character named Max and even applied “show, don’t tell” feedback across sessions, while the current Copilot no longer remembers prior context.
