Business Pilot is a cloud-based fitting company or installation company ERP / CRM system providing tools to manage your entire business with the focus on driving profits whilst reducing hassle.
What if you could see into every part of your business at the touch of a button, from anywhere, on any device? If you had that level of instant visibility, how much money would you save through reduced errors and better cost management? How many more of those leads would become sales? And whilst your profits are on the up, how much easier would it be?
Business Pilot allows you that insight into your business and more.
Without proper tracking, it’s easy to either drop leads or spend too much time chasing the wrong ones. Whether it is the direct link from website to Business Pilot, or the temperature grading of leads, you will find Business Pilot has been created to make sure you maximise your sales opportunities. And when you’re ready to turn a lead into a sale, you will find the process seamless, carrying all of the history into the contract screens for easy access and continuity.
Since Business Pilot is a truly mobile solution, it goes without saying that your sales people can take site photos and video or upload voice memos to ensure that your sales team never miss a thing. As you progress the lead to a sale, as part of the seamless process, your operations team will get access to all of this information. This helps them to deliver a better service to your new customer, increasing referrals and more leads for you.
Running a fitting or installations office (such as a windows, doors, double glazing, electrical, HVAC, etc.) is a massive task. We know. Collectively we have over 60 years of doing just that. Business Pilot was created to help make your life easier. There are the small things like storing documents and media files inside the contract, right through to the interactive schedule board. The main thing to know though is that everything in the system is intelligently linked to save you time and hassle.
When we say interactive schedule board for example, we don’t just mean how you can drag and drop installation dates, we mean that your board interacts with your contract screen and vice versa. If you don’t have confirmed delivery dates from suppliers, your schedule board will show you that the planned installation date has items required that are not confirmed for delivery. Job details are automatically sent to the right installers, simply because the system knows which Site App to send details to, base on who the job was assigned to on your schedule board. Now that is interactive and intelligent linking!
This intelligent linking extends into the finances of your business too meaning your finance manager will also love Business Pilot CRM / ERP system.
Streamline payment processing for your installation business.
The Blink Payment platform integrates with Business Pilot so you can generate payment links for customers so they can pay invoices by card, Apple or Google Pay or bank transfer. Studies found that invoices containing payment links are paid on average 3 times faster than those without, so payment links are great for cashflow!
Simplify your self-certification admin with our Certass job export feature.
This works by bulk exporting your job information from Business Pilot and uploading it into the Certass members area, to save on double data input and improve accuracy. Once it’s uploaded in the Certass system, they’ll register the jobs and send your Building Regulation Compliance Certificates (BRCC).
Avoid double data entry with our Quickbooks export.
We’ve created a quick and easy way to sync your installation business management information with your accounting platform! Quickbooks users can export customer information, invoices and costs from the Business Pilot system and upload it into their Quickbooks platform to avoid double data-entry, saving time and improving accuracy.
Register your installations with FENSA in just a few clicks!
If you’re a FENSA member, within each contract in your Business Pilot system, you’ll find a button where you can register the job with FENSA. Customer information is pre-populated from your contract and once it’s registered, the self-certification reference number from FENSA will automatically populate within the contract.
Enhance security and reduce admin with SSO
Microsoft Single Sign-on functionality offers the most secure way to log-in to Business Pilot for Microsoft Business (Office 365) account users. It means your team can use their Microsoft credentials to log-in to Business Pilot and directly connect their Outlook emails with BPmail too.
Connect to your Sage accounting package
Sage users can export the customer details, invoices, payment and cost information saved in Business Pilot into a simple sheet which can then be easily imported into your Sage system. It’s a great way to ensure accurate data across both platforms and can save loads of time on double data entry too.
Integrate with Tommy Trinder’s design & quoting system
We have a direct API with Tommy Trinder, so you can initiate quotes from the Business Pilot Lead area, and head straight into the Tommy Trinder platform to create the design and quote. Once complete, the quote will save as a PDF document in Business Pilot, ready to access whenever you need it.
Link up with Windowlink
This connection enables Windowlink customers to import leads from Business Pilot, create the design and quote within Windowlink software. The corresponding quote and contract is then uploaded back into the Business Pilot contract area, for seamless quoting and sales management.
Make accounting a breeze with our Xero integration
The Xero API means your contacts, customer invoices and supplier invoices are synced across both systems for real time data and reduced admin time. It means your accountant or finance team can work in Xero, knowing they have all the live data they need from the Business Pilot system.
Connecting Business Pilot to more than 7,000 Apps
Our Zapier integration connects Business Pilot to more than 7,000 other Apps and software services to help you automate more of your business processes. You can connect to Microsoft Apps, Google Tools, social media platforms, email marketing systems and many more!
At the heart of every feature inside the Business Pilot ERP / CRM system for installation and fitting companies, the single focus is to help you to generate increased profits. The financial management features will not only help you to connect your data from Business Pilot to your financial accounting system but also to drill down on the key numbers of the business directly inside Business Pilot in real time.
Now it is easy to see which jobs created the highest profit. And since Business Pilot is all about giving you visibility on what is really happening in your business and with your installations, even service calls are linked back to specific installations (contracts) so you can see the real cost of a particular job, even after the original installation has been done and the job closed down. Working with a finance director and a data analyst, we focused on how to give you the most accurate information in the easiest way and let Business Pilot do all the hard work in the background. No more need for pulling various reports and matching information from one spreadsheet to another, just to find out information that really should be at your fingertips, in real time, from any device and from anywhere.
Our CRM business software works great for all types of installation company, why not give us a ring on 0333 050 7506 to see how we can help you.
Thousands of users now rely on Business Pilot CRM system every day!
As part of our free trial, we will send a whole series of how to videos to help you get to grips with the Business Pilot installation company CRM /ERP system. Because the system is much more than a regular CRM, we are even on hand to talk you through how other installation companies are using Business Pilot as a business improvement system. If you would prefer to book a call with an existing user before the trial, call us on 0333 050 7506 or use the live chat facility.
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