Manage appointments and schedules with drag-and-drop calendar. Track client information and notes. Send automated reminders and confirmations. Generate invoices and track payments. Integrate with email and calendar apps.
Stay on Track – View - transaction updates and personalized timelines. Manage documents by uploading, viewing, and accessing property files. Complete tasks with a customized to-do list for home-buying steps.
Caregivers track services provided to consumers, log notes, and update schedules. Data syncs automatically to the Copilot Pro21 system. View consumer profiles, assign tasks, and receive alerts for upcoming visits.
