How to create Custom Fields and Services

Here are the steps to create Custom Fields and Services in Co-Pilot

1. In the Co-Pilot Dashboard, click on the click on the Burger Icon to unhide the Ribbon.
   
   
   
   
2. Click on Resources --> Custom Fields --> click on "+New Field"
   
   
   
   

3. Following the above step will take you to this screen:
   
   

   * Applies To --> Should always be Properties
   * Field Name / Label --> Will be the name of the Custom Field
   * Field Type --> Should always be Integer
   * Don't forget to click on --> Save Field.
4. Note: Custom Fields cannot be imported into Co-Pilot and will have to be created manually.
   
   
5. For Normal Services, if you have Service Autopilot, the services can be Imported from there, refer to this Help article.
   
   
6. If no, then you'll have to create the services manually. Click on Resources --> Items and Services --> "+ Items and Services" --> New items with Rate Matrix
   
   
   
   

7. Following the above steps will take you to this screen:
   
   
   
   

   * Type --> Service
   * Category --> By default it is set as Common, but you can add a custom category and can refer to this Help Article.
   * Name* --> Actual Service Name
   * Default Rate* --> Lowest Value in the Rate Matrix (Rates will be added as per the Co-Pilot Spreadsheet during the Onboarding/Setup Meeting)
   * Description --> Actual Service Name
   * Don't forget to click on --> Next to update the Rate Matrix.
   
   

8. If you want, you can add "Description on Estimate" and the "Call Script Notes" or simply skip and click on Next.
   
   
   
   
9. Under Rate Matrix, always select Qty x Rates x Visits --> Add the required custom field which was created in Step 1,2 and 3 above --> Add the required Rates --> Click on Next.
   
   
   
   
10. You can skip Job Costing / Analysis and click on "Save Item & Services" which will create the service in the instance.
    
    
    
    
11. The Service will be created as below:
    
    
    
    
12. Note: To re-edit the Rate Matrix, you can click on the pencil icon at the end of the service name and save the new values.
    
    
    
    
13. To create the Hourly Service, we need to create the service normally. Please Note: The feature to create an Hourly service isn't available in CP yet. Maybe added in the future update.
    
    
14. For Packages, Click on Team --> Schedule --> Multi Step Program Templates
    
    
    
    * Template Name --> Actual Package Name
    * Steps Title --> App 1 till 7 OR Visit 1 till 7
    * Days from Previous Step --> The Actual number of days between the Applications/Visits
    * Click on "Add Steps to Template" after each visits which will add in the Package Template under Template Steps.
    * Don't forget to click on --> Save Template.
    
    
15. The Package will look something like this: