Contacts
Tags and custom fields: how to organise your contacts
Last Updated: 10 October 2026Use tags to group contacts and custom fields to store the details that matter to your business. Tags or custom fields? Tags are labels, such as “Roof clean”, “Regular customer” or “Facebook lead”. A contact can have many. Use them to filter lists and start automations. Custom fields store a piece of information, such as...
How to import your existing customer list (CSV)
Last Updated: 10 October 2026Bring your existing customers into Autopilot in one go, so you can send them reminders, offers and review requests. Before you start You need to be an Admin on your Autopilot account. Save your list as a CSV file (Excel and Google Sheets can both do this with “Save as” or “Download”). Keep it to...
How to add a contact
Last Updated: 10 October 2026Add a customer or lead to Autopilot by hand, for example after a phone call or a chat on site. Steps Contacts → Smart Lists Click Contacts in the left menu. You see all your contacts in the Smart Lists tab. Add Contact Click the add contact icon at the top right (or + Add...