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Definitions

Explore commonly used terms related to Copilot and service businesses

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A

A/B Testing

Accounts payable

Accounts receivable

ACH

ACH Debit

Advance Payment

API (Application Programming Interface)

Audit Trail

Auto-renewal

Automated Workflows

B

Billable hours

Billing Cycle

Billing Model

C

Chargeback

Client Onboarding Software

Client Portal

Client Relationship Management

Client Retention

Consulting Agreement

Consulting Retainer Contract

Content Management System (CMS)

Contracts Automation

Cookie Tracking

Credit Note

Custom Domain

Customer Persona

D

Domain Authority

Due upon receipt

E

E-Signature

Embedded Payments

F

Free Trial

Freemium

G

GAAP Compliance

Gap Analysis

Grandfathered Pricing

I

Intake form

L

Landing Page Optimization

Late Payment

Lifetime Value (LTV)

Lookalike Audience

N

Net Terms

No-code Automation

P

Payment Gateway

Payment Processor

Productized Service

Professional Service Agreement

R

Retargeting

Role-Based Access Control

S

SEO (Search Engine Optimization)

SERP (Search Engine Results Page)

SLA (Service Level Agreement)

SOC2 compliance

Subscription

SWOT Analysis

T

Tiered Pricing

Time Tracking

TLD (Top-Level Domain)

Trial Period

U

Usage-based Pricing

UTM Parameters

W

Webhooks

White-label Client Portal

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The new standard for modern services business.

    Features

  • Client PortalMessagesInvoicingContractsTasksFilesForms

    Platform

  • Developer HomeCustom AppsAPI ReferenceCopilot on ZapierCopilot on Make

    Contract Templates

  • Marketing Contract TemplatesAccounting Contract TemplatesSocial Media Contract TemplatesOnboarding Client Questionnaire Template

    Solutions

  • Accounting and BookkeepingMarketing AgenciesStartupsConsulting FirmsReal EstateFreelancersLaw Firms

    Company

  • BrandPricingJobsTermsPrivacy

    Resources

  • BlogGuideWhat’s NewFind an expertSecuritySystem StatusAffiliates Program

    Blog

  • How to Create a Customer PortalHow to Bill a Client for the First TimeThe Best Client Portal SoftwareProductized Services: How it Works

    Compare

  • Compare allvs Moxovs Suitedashvs HoneyBookvs SmartVault

    Features

  • Client PortalMessagesInvoicingContractsTasksFilesForms

    Platform

  • Developer HomeCustom AppsAPI ReferenceCopilot on ZapierCopilot on Make

    Contract Templates

  • Marketing Contract TemplatesAccounting Contract TemplatesSocial Media Contract TemplatesOnboarding Client Questionnaire Template

    Solutions

  • Accounting and BookkeepingMarketing AgenciesStartupsConsulting FirmsReal EstateFreelancersLaw Firms

    Company

  • BrandPricingJobsTermsPrivacy

    Resources

  • BlogGuideWhat’s NewFind an expertSecuritySystem StatusAffiliates Program

    Blog

  • How to Create a Customer PortalHow to Bill a Client for the First TimeThe Best Client Portal SoftwareProductized Services: How it Works

    Compare

  • Compare allvs Moxovs Suitedashvs HoneyBookvs SmartVault