Co-pilot is your automated works assistant, allowing you to set up filters and actions so that you can automate works. This can be done at any time, and can be particularly helpful over the Christmas and New Year period. 

Please be sure to attend the Fixflo Academy course on Co-pilot to fully understand how this feature works. 

To set up a rule for a one off time period (Christmas and new year) please ensure that you add a filter called 'Period'. Here you will be able to select the Christmas period and New Year. This is non-recurring, so you will need to do the same thing the next year, if desired:

Once you have selected your desired time period all you will be able to see how many days this period is set for. Please note that the 'To date' will not include this date - it will account for everything up to and not including that date. So on the example above this period is set from (and including) the 25th December 2024 up to and including 27th January 2024. 

Once you are happy you will need to click 'Ok' and hit the 'Save' button.

It is important that you set your rules in the correct order. You can find a video on this here.

Alternatively, you may wish to use the 'Time' filter and simply select the relevant times you wish the Co-pilot rule to be active for. The below example shows a traditional 'evenings and weekends', considering that most agents will be in the office from 9am and not wanting jobs prior to then to be picked up: