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.
Total Business Clarity: See exactly where the company stands in one live view to make every decision with absolute confidence.
Guaranteed Profitability: Stop profit leaks by monitoring real time project costs and protecting your margins on every install.
Flawless Coordination: Connect the office and site teams through a shared workflow that eliminates errors and manual admin.
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.
Integrated Lead Capture: Automate the flow of data from website inquiries directly into the CRM to prevent manual entry errors.
Instant Job Setup: Carry every site photo, note, and interaction forward automatically when a lead converts into a contract to ensure project accuracy.
Lead Grading: Categorize opportunities to ensure the sales team focuses effort on the most viable prospects.
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.
Interactive Drag and Drop Scheduling: Move installation dates instantly on a live board that automatically updates the contract and alerts relevant team members.
Live Material and Supplier Tracking: Prevent wasted journeys by cross-referencing installation dates against live supplier delivery statuses to flag potential delays early.
Direct Field to Office Integration: Dispatch job details and technical specs automatically to installers via the dedicated site app, receiving real time progress updates and site photos in return.
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!
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.
Live Job Costing: Track the actual cost of every installation in real time, including post-completion service calls, to protect company margins.
Accounting Integration: Bridge the gap between operations and finance by connecting Business Pilot data directly to your existing accounting software.
Automated Financial Reporting: Eliminate manual spreadsheets and data matching with built-in tools that identify the most and least profitable work categories automatically.
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!
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.
Instant Setup: Start exploring the dashboard and core features immediately.
Industry Support: Access a library of short, functional videos and speak with a team that understands the installation journey firsthand.
Peer Insight: Speak with an existing user to see how the system is applied in businesses similar to yours.
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.
