Introduction to Co-pilot

Copilot is your automated works assistant.

It is super useful for setting up elements of automation on your Fixflo platform. It enables you to create 'rules' to be applied in certain scenarios behind the scenes within Fixflo.

Rules are set up to say that if 'X' is reported, you can automate 'Y'. 

These rules work off a 'Trigger' which is when the issue is created. Once you've created a rule and enabled it (turned it on), every issue reported on Fixflo will go to Co-pilot to see if anything needs to be automated.

Adding rules to Co-pilot

Once you have logged into Fixflo, you will want to click on 'Co-pilot'. This sits at the bottom of your left hand menu sidebar.

In order to create new rules, simply click on 'Add rule', either at the top of the page or in the middle of the screen:

You will now be given the option of adding three templated rules or adding a new empty rule. Simply click on 'Add' on the template you choose

Next you'll need to add a rule name. Ensure that the 'Enabled' section is ticked. You can easily disable rules at any point.

Adding your filters

You can now start adding filters to your rules. 

You can be really granular here, and add as many filters as you like to a Co-pilot rule. 

You can filter by:

- Any

- Period

- Fault

- Fault priority

- Time

- Location

If you would like to filter by the 'landlord', 'property', 'property tag' or 'raised by' then you will need to upgrade to either Fixflo Essentials or Fixflo Professional. Please click here to see a short video on what you could get by upgrading. 

Below is an example of two filters which have been added to a rule to say that if any issues are reported in the postcode SE9, with the fault 'Broken glass', will be automated.

Adding your actions

Once you're happy with your filters, it's time to add actions.

If you choose the 'Do nothing' option, then the issue will not automate at all and the issue will simply record the rule being applied in the audit trail.

'Notify' allows you to send an automatic notification out as soon as the issue is reported. 

If you would like to notify the landlord or all occupiers, then you will need to upgrade your account to either Fixflo Essentials or Fixflo Professional

Use cases of when you may want to use this 'Notify' option would be to notify an agent of an urgent issue or perhaps to send an additional email to the occupier with out of hours numbers for emergency issues. 

Below is an example of notifying an agent of an urgent issue:

Once you've added the email of the agent you'd like notified, you can enter a brief message to give them details, instructions, or any other information you would like to pass on. 

If you would like to use the action 'Instruct works' or 'Request quote' you will need to upgrade your account to Fixflo Essentials or Fixflo Professional

Once you are happy with everything simply click 'Ok' and then 'Save'. 

This rule will now be saved and it will show when you click on 'Co-pilot' on your left hand menu side bar. 

The order of your rules

Once you have started to add rules onto Co-pilot they will sit on your Fixflo system in an order. This can be viewed by clicking on 'Co-pilot' on your left hand menu side bar. 

When an issue is reported on your Fixflo site the issue will first of all go to Co-pilot and it will go through your list of rules (in the order they are in) and see if any of the rules you have set up match exactly to the newly reported issue.

If an issue matches exactly to rule number one, then the issue will never reach the rules below - so you must ensure that you are happy with the order of your rules. 

Disabling rules

If you would like to disable a rule at any time this can easily be done by clicking on the green 'Enabled' toggle and changing it to grey which means it is disabled: