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Copilot CRM???

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kansaslawndude

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Discussion starter · #1 ·
Does anyone here use Copilot CRM? I used them for one month at the beginning of 2024 mowing season, but ran into some issues where customers were being charged more than what their invoice/receipt would say (including the processing fees). Has anyone else ran into these issues? Have they been resolved?

My other concern is that the processing fees are 3.9% + $0.30 which is a lot higher than others, and then you have to pay the most expensive Tier to get the ACH option. I always pass fees onto the customers, but has anyone had their customers not add a card to file because of the fees?

I’m currently using Lawn Pro, but as we all know they have so many issues and they just switched to a different payment company instead of stripe. I’m also open to other CRM recommendations.

Thanks for the help!
 
#2 ·
kansaslawndude said:
Does anyone here use Copilot CRM? I used them for one month at the beginning of 2024 mowing season, but ran into some issues where customers were being charged more than what their invoice/receipt would say (including the processing fees). Has anyone else ran into these issues? Have they been resolved?

My other concern is that the processing fees are 3.9% + $0.30 which is a lot higher than others, and then you have to pay the most expensive Tier to get the ACH option. I always pass fees onto the customers, but has anyone had their customers not add a card to file because of the fees?

I’m currently using Lawn Pro, but as we all know they have so many issues and they just switched to a different payment company instead of stripe. I’m also open to other CRM recommendations.

Thanks for the help!
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What kind of work do you do?
 
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#4 ·
kansaslawndude said:
I do just mowing, basic landscaping, and Christmas lights
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There are some updated videos on YouTube about Copilot. I know they have been focused on the bugs. @Mark Stark was using, maybe he will chime in.

We use SA, it works well for us but it’s expensive and cc fees are high.
 
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#6 ·
Price should be the last think you look at related to software. You need to buy software for where you may or will be 5 years into the future. So what ever your 5 year goal happens to be, make sure the software can support it.

It’s like nearly impossible to change once you get so fare deep. It’s like being married to someone and you have 300 kids with them. It would be difficult and costly to change.
 
#7 ·
I used this software this year after watching some of Mike Andes content. The automations flat out did not work and I'm looking for new software. Clients would receive emails at 3:00 am confirming services completed. They would be mad 1) their phone went off with a stupid email at 3:00 am 2) they would question if I was trying to charge them. It's not all its cracked up to be.

I'm considering switching to service autopilot.
 
#8 ·
hedgehustler said:
I used this software this year after watching some of Mike Andes content. The automations flat out did not work and I'm looking for new software. Clients would receive emails at 3:00 am confirming services completed. They would be mad 1) their phone went off with a stupid email at 3:00 am 2) they would question if I was trying to charge them. It's not all its cracked up to be.

I'm considering switching to service autopilot.
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Just a word in SA automations. 19 out of 20 “problems” with automations inside of SA are user related to how they set up the automation. It always sounds simple on the surface…. Getting the system to do what you want based on an event. What’s much harder is stoping or preventing it from doing things you don’t want.

Not sure if co pilot is the same way or not.
 
#10 ·
grass man 11 said:
Just a word in SA automations. 19 out of 20 “problems” with automations inside of SA are user related to how they set up the automation. It always sounds simple on the surface…. Getting the system to do what you want based on an event. What’s much harder is stoping or preventing it from doing things you don’t want.

Not sure if co pilot is the same way or not.
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I was using the bare minimum automation levels with no fancy "conditions" or anything like that. Just "send confirmation" when lawn technician clicks "job completed". The problems were happening community wide and on Facebook they confirmed this as a server error and were moving the automation technology to a different platform. Regarding Copilot. Haven't used serviceautopilot. Is it worth it?
 
#11 ·
I don’t know about how co pilots deal works. I assume like you said, maybe some errors. But let me give you an example of what I’m talking about.

You set up an automation to send a text message when a job is dispatched. That sounds fine and will work in 95% of situations. But if you move a job from waiting list to dispatch board, it also dispatched it…. Even if you were not 100 ready to commit to that schedule. It would have sent the message to customers unless you had a safety in place.

In another example we used a “waiting period” and told it to wait 7 days …. Well it did that … it waited 7 days and at 12:00 midnight it sent out a message. What I missed was adding a restriction to only send between 9am -5pm.

Just weird stuff like that. You just have to really think it though.
 
#12 ·
grass man 11 said:
I don’t know about how co pilots deal works. I assume like you said, maybe some errors. But let me give you an example of what I’m talking about.

You set up an automation to send a text message when a job is dispatched. That sounds fine and will work in 95% of situations. But if you move a job from waiting list to dispatch board, it also dispatched it…. Even if you were not 100 ready to commit to that schedule. It would have sent the message to customers unless you had a safety in place.

In another example we used a “waiting period” and told it to wait 7 days …. Well it did that … it waited 7 days and at 12:00 midnight it sent out a message. What I missed was adding a restriction to only send between 9am -5pm.

Just weird stuff like that. You just have to really think it though.
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I changed my settings to "approve email" on the pre-notication automation. Copilot has a lot of similarities with SA.
 
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Discussion starter · #14 ·
So after playing around with a handful of different softwares, I will say Yardbook is definitly the best software. I think the first time I used it I failed to go through and see what features are included. This is the simplist software, with all the features, at the best price. Even the free version has all the features you'll need. CoPilot has some perks, but the pricing is just insane for what you get in my opinion. I never tried real green or service autopilot, but from what I have gathered on here and looking at pricing, you shouldn't even consider those unless you have thousands of customers.
 
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kansaslawndude
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