Get this course

Short courses

Co-pilot Course


Description
This short course will help you better understand how you can use Co-pilot to set up automation both before and once an issue is submitted on Fixflo. This can help you to reduce your issue resolution time, streamline your workflow processes and and save time.

This course will save your progress, so you can revisit modules at any time.

Enjoy the course!
Content
  • Course agenda
  • Co-pilot course agenda
  • Introduction to Co-pilot (1 minute)
  • Video: Introduction to Co-pilot (1 minute)
  • Key learnings: Introduction to Co-pilot
  • Templates available and trigger points (5 minutes)
  • Video: Templates available and trigger points (2 minutes)
  • Key learnings: Templates available on Co-pilot
  • Key learnings: Trigger points Co-pilot offers
  • Quiz: Trigger points available on Co-pilot (2 questions)
  • Setting up rules and how they work (17 minutes)
  • Video: How to set up rules on Co-pilot (7 minutes)
  • Key learnings: Setting up rules on Co-pilot
  • Key learnings: Rule filters available on Co-pilot
  • Key learnings: Rule actions available for pre issue creation rules on Co-pilot
  • Key learnings: Saving rules on Co-pilot
  • Key learnings: Amending your 'Ask occupier is emergency' pop up
  • Quiz: Setting up rules on Co-pilot (3 questions)
  • Video: How pre issue creation rules work in practice (2 minutes)
  • Key learnings: Rules working in action
  • Video: Creating issue creation rules on Co-pilot (3 minutes)
  • Key learnings: Rule actions available for issue creation rules on Co-pilot
  • Key learnings: Using Fixflo's Contractor Marketplace
  • Video: Issue creation rules in action (2 minutes)
  • Understanding the order of your rules on Co-pilot (6 minutes)
  • Video: Understanding the order of the rules (3 minutes)
  • Key learnings: Understanding the order of your rules on Co-pilot
  • Key learnings: Action - 'Do nothing'
  • Key learnings: Filter - 'Period'
  • Quiz: Order of your rules (2 questions)
  • Amending your Co-pilot rules (3 minutes)
  • Video: Amending your Co-pilot rules (2 minutes)
  • Key learnings: Amending your Co-pilot rules
  • Introducing Fixflo's Contractor Marketplace (2 minutes)
  • Video: Fixflo's Contractor Marketplace (1 minute)
  • Key learnings: Fixflo's Contractor Marketplace
  • Feedback
  • Feedback survey
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
Back