Your Entire Installation Journey, Simplified.
Manage your leads, surveys, and schedules in one intuitive system built specifically for installation businesses.
Overview
Business Pilot’s CRM / ERP system centralises your leads, schedules, and finances into one live platform. It replaces manual guesswork with total oversight, ensuring every project is tracked and every penny is accounted for in real time.
One live view of the whole business, so you can make decisions with the full picture, not half of it.
See what each job is really costing as it happens, so you catch the ones eating into profit before they wipe it out, not after.
Your team shares the same information wherever they are, so nothing gets missed, nothing gets duplicated, and nobody’s chasing anybody for an update.
Manage the entire customer journey from lead to installation and beyond — one connected system takes every job from first enquiry through to aftercare.
Track and nurture every enquiry from first contact to qualified opportunity.
Convert leads with quotes, follow ups, and pipeline visibility in one place.
Book, assign, and record site surveys with all details attached to the job.
Generate, send, and store signed contracts linked directly to each sale.
Place supplier orders and track delivery status without leaving the system.
Assign fitters, set dates, and manage your calendar across multiple jobs.
Monitor materials, labour, and margins in real time for every project.
Create and send customer invoices tied to job milestones or completion.
Give fitters instant access to job details, specs, and schedules on site.
Let fitters upload photos from their device straight to the job file.
Log completed installs with certification bodies directly from the job record.
Schedule and track aftercare visits and warranty work efficiently.
Fully Connected System
From the first enquiry to the final invoice — explore how each part of Business Pilot works together.
Track Sales Through Our CRM
Business Pilot provides the tools to manage a high performing sales team across multiple locations if need be. By integrating lead tracking with mobile site tools, the business gains full visibility into the sales process and customer interactions.
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Control Your Operations
Managing an installation office requires constant communication between the schedule board and the site team. Business Pilot’s CRM / ERP system automates this link, ensuring every project detail is synchronized across the business to prevent scheduling conflicts and disconnected information.
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Finance
Accurate financial management requires a direct link between operational activity and the bottom line. Business Pilot’s CRM / ERP system integrates job costing and financial data into a single platform, providing the business with an immediate view of its true performance.
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Integrations
Business Pilot connects directly with the industry’s leading financial, compliance, and supply chain platforms. By automating data flow between your office, site teams, and partners, you eliminate double entry, remove errors, and keep your jobs moving forward.
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.
14-Day Free Trial
Access a full version of Business Pilot for 14 days with no setup fees or credit card requirements. Because the platform was built for installers, by installers, every feature is designed to handle the specific operational realities of an installation business.
Start exploring the dashboard and core features immediately.
Access a library of short, functional videos and speak with a team that understands the installation journey firsthand.
Speak with an existing user to see how the system is applied in businesses similar to yours.
See What Joe Thinks About Business Pilot
Thousands of users now rely on Business Pilot CRM system every day. Watch how real installation businesses run leaner, win more work and grow with confidence.
Thousands of users now rely on Business Pilot CRM system every day!
