2025 Updated Copilot CRM Quiz

Question #1: How many employees do you have?*

a.) Zerob.) 1-10c.) 10-50d.) 100+

Question #2: Do you offer recurring services for maintenance?*

a.) Yes.b.) No.c.) Unknown

Question #3: How many service vehicles do you have on the road?*

a.) 1b.) 2-9c.) 10-30d.) 30+

Question #4: Do you plan to grow your revenue next year?*

a.) Yes. 50% or more growth.b.) Yes. 10-50% growth.c.) No. About the same.d.) No. Downsizing.

Question #5: Do you spend money on marketing and advertising:*

a.) Yes.b.) No.

Question #6: Do you have office staff?*

a.) Yes. Part timeb.) Yes. Full timec.) Yes. More than 5 office staff.d.) Not yet

Question #7: Your average project size is*

a.) Under $1000b.) $1000-5000c.) $5000-$50,000d.) $50,000+

Question #8: Do you use custom automations in your business?*

a.) Yes. I am a prob.) No.c.) Yes. But I am not a pro.d.) Unknown

Question #9: Do you use job costing and price matrix?*

a.) Yesb.) Noc.) Unknown

Question #10: Do you require credit cards on file?*

a.) Yes.b.) Noc.) Unknown

Question #11: Do you use ACH payments?*

a.) Yes.b.) Noc.) Unknown

Question #12: Do you do snow plowing as a service?*

a.) Yes.b.) No

Question #13: Do you perform spraying and chemical treatments?*

a.) No.b.) Yes. 50% or more of business.c.) Yes. Less than 50% of business.

Congrats! You completed the quiz!
Here are the ✅ Pros & ❌ Cons of joining Copilot CRM for your business:

✅ Since you are solo, you can be more efficient using routing technology and automating many of your tasks that slow you down throughout the day

✅ Your most valuable task is hiring and training your team. Use custom automations to systemize your office and admin tasks.

✅ At your size of organization, scheduling can be a beast. Copilot can assist with tracking your backlog and ensuring your don’t overbook your team

✅ You will be able to setup a recurring series and never touch it again using the offseason feature. Never start and stop a recurring schedule again!

✅ Having one truck on the road mean that your vehicle is your office! We have ensured that our mobile app is not limited to only basic functions.

✅ You are juggling a lot of things in the business and your vehicle is your office! We have ensured that our mobile app is not limited to only basic functions. While you are running errands, deliveries, and estimates you can easily manage your crews and dispatch jobs.

✅ Managing all your trucks is easier when you have Copilot’s live GPS tracking. If a customer ever disputes the work you will easily see when the truck was on-site.

✅ Copilot has all the tools required to scale the business extremely fast and meet your growth goals! Using one-click estimates, bulk texting, and upsell features will propel your revenue forward extremely fast

✅ Since you do not plan on GROWING the business but keeping it around the same size, the goal is to make it more profitable. Use the Budgeted Hour charts, price increase recommendations, and upsell features to reduce waste and eliminate your marketing budget so that you can make more net profit.

✅ Get leads for FREE! Send a mass email to your client database and get dozens of qualified leads WITHOUT increasing your marketing budget! With a tap of a button customers can get upsold into more services

✅ Since you don’t spend money on marketing, you can use Email Links and Mass Text marketing to promote your services to your existing client database. Get leads for free!

✅ Your part time office person will get far more done and automated tasks and invoicing will save them 30-40% of their day.

✅ Your full time office person will get far more done and automated tasks and invoicing will save them 30-40% of their day.

✅ Copilot is built for large office teams and multiple locations. Whether you are in-person or have a remote team the tools are built for collaborative teamwork for your admin employees.

✅ Since you handle all the backend admin work it is important to save time and maximize the time you spend earning money in the field performing revenue-producing tasks. Automated tasks and invoicing will save you 30-40% of their day and reduce the time you spend at night working on paperwork.

✅ Using deposit thresholds for your projects will mean you NEVER have to wait for a down payment again! Get the deposit paid before the estimate is accepted.

✅ Copilot is still a relatively new software. We don’t have decades of history in the CRM industry, and are not the largest provider. Although we address bugs in the code very quickly Copilot is susceptible to more glitches due to high rate of innovation.

✅ Sequence automations make the world your oyster. Since you have expereince building automations, you will love the flexibility of the automation builder and the options it gives you for complex and/if/or logic.

✅ Adding automations to your business could be the most impactful feature of Copilot for you. It can immidately help you close more jobs, collect on overdue invoices, and automate routine office work.

✅ Even though you might not feel like a pro when it comes to automations, Copilot comes with 20+ out of the box sequences that will help you run your business more efficiently. These simple-to-edit automations include estimate follow ups, overdue invoice collections, and many more!

✅ Copilot’s job costing and price matrices are not scary. They are simple to setup and will ensure that your project pricing is accurate and that you include a healthy profit margin on every job. Never lose your shirt on a job again!

✅ Since you are familiar with job costing and price matrices, you will feel right at home. Our in-house support team partnered up with Simple Growth to create a bullet-proof system for these in-depth features.

✅ Copilot’s job costing and price matrices are not scary. They are simple to setup and will ensure that your project pricing is accurate and that you include a healthy profit margin on every job. Never lose your shirt on a job again! If you get confused you can always turn these in-depth features off until your business grows to the point they are useful.

✅ Copilot will allow you to effortless collect customers credit card information and put them on Auto-Pay. No more waiting on checks in the mail. Get paid the day after you send the invoice!

✅ Copilot integrates with Stripe. If you ever leave Copilot you will still have the card information of your Customers. We do not hold you hostage. Also, Stripe has straight-forward pricing with no hidden fees.

✅ Copilot offers the lowest processing fees in the industry for bank transfers. Customers can quickly add their bank details and pay via ACH. We take 0.8% and cap that fee at $5. That means if you have a $50,000 project that gets paid via ACH, the processing fee is still just $5.

✅ Copilot offers the lowest processing fees in the industry for bank transfers. We take 0.8% and cap that fee at $5. That means if you have a $50,000 project that gets paid via ACH, the processing fee is still just $5.

✅ Copilot offers the lowest processing fees in the industry for bank transfers. We take 0.8% and cap that fee at $5. That means if you have a $50,000 project that gets paid via ACH, the processing fee is still just $5.

✅ Copilot has chemical tracking and reporting that serves smaller spraying companies. We plan to add more chemical related features in the future.

❌ With 100+ employees you may need a more customized software solution. We recommend Aspire, LMN, Service Autopilot, or Service Titan. We hope to serve your size of business soon

❌ Given you size and number of trucks in your fleet, we would recommend using a more custom software. Aspire, LMN, Service Autopilot, or Service Titan may serve your needs better until Copilot catches up and adds some more features for your size of operation.

❌ Because you are planning to reduce the size of your business, Copilot might not be the best option for you. Copilot is a great option for companies trying to expand their employee and customer count. There may be cheaper options for software that will fulfill your needs without powerful automation, upsell, and marketing features.

❌ Since your average projects are very large we recommend using LMN or another software geared for large construction type jobs. We hope to be able to serve your business in the future.

❌ Copilot is still a relatively new software. We don’t have decades of history in the CRM industry, and are not the largest provider. Although we address bugs in the code very quickly Copilot is susceptible to more glitches due to high rate of innovation.

❌ Copilot uses Quick Dispatch for snow routes. This works well for up to 50 customers. If you have more than 50 customers, we would recommend waiting until we add more functionality around snow services.

❌ Copilot has features for chemical tracking and reporting. We are improving features for larger chemical companies. You may want to wait a little longer.

Based on these results, we believe Copilot CRM may not be the best solution for your business model. If you are still interested in checking out the software, please book a call with Christian by clicking the link below:

Based on these results we believe Copilot CRM would be a great fit for your business. To go over these results and answer any questions you might have before joining, please book a call with Christian by clicking the link below: