Introducing BPsign!
An exciting new addition is now live in Business Pilot – BPsign. This new feature enables you to send PDF documents from within BP to customers for an electronic signature. Once signed by your customer, a copy of the signed document is available to view in the Business Pilot system. BPsign will help you to […]
Microsoft SMTP Phase Out – Switch to Single Sign-on
If you’re a Microsoft user and you’re still using the SMTP authentication for your BPmail settings, it’s time to take action! What’s changing with Microsoft email? Microsoft has been gradually phasing out basic SMTP authentication in favour of more secure protocols like OAuth. This change began last year, and Microsoft has confirmed that basic SMTP […]
Original Zapier Integration Expiry Alert – Action Required
This is an important update for Zapier users. Support for our original Zapier Integration (v1.0.0) will expire on Sunday 6 April. If you are still using this original version of Zapier, you will need to migrate to the latest version of our Zapier Integration (v1.1.1) as soon as possible, to ensure that your Zaps continue […]
New Grid Columns, Task Completion Notification Settings & Documents Added to Contacts
Our development team are hard at work developing some fantastic new features for the Business Pilot System that will be ready to launch ahead of our appearance at FIT Show 2025 in April. In between this larger development work, they’re also working through the ideas board to bring you other updates to help save you […]
New Triggers & Actions for Zapier Integrations
Our integration with Zapier connects Business Pilot to more than 7,000 other Apps and software systems to help you automate more of your workload. We have now expanded our offering on Zapier, opening a series of new Triggers and Actions for you to use with the Zapier platform. This upgrade has only been made possible […]
System Notification Emails Update
A small but very useful update for you here to kick off our 2025 development schedule. We’ve implemented new functionality on system notification emails so that the right people in your company can be kept up-to-date on the information that is most relevant to them. As well as the default System Notification email settings in […]
Blink Payment Integration Goes Live!
Our Blink Payment API is now live! This has been a major piece of development work and one which we hope will bring lots of time and cost-saving benefits to Business Pilot users who are looking for easier ways to take payments from customers. If you’re on board with Blink Payment already, you can now […]
Adding Payments and Xero Integration Feature Updates
This week, we have an update around Adding Payments on raised invoices, which is relevant to ALL Business Pilot users. For customers who utilise our Xero integration, we have a number of new enhancements for you as well as an update to your settings that needs to be actioned by you or your team ASAP […]
Blink Payment Integration Update – With Quick Video Demo
We’ll soon be entering the robust testing phase of our new Blink Payment integration, so we wanted to give you an update on this great new feature. We’re sure you can appreciate that this is a large and complex development, which does mean that our team need some extra testing time, because there are so […]
System-generated Notes Separated, Set Default Pipelines, Delete Tasks & CIS Line Added to Contract Finance Tab
We have lots of user ideas and requests in this week’s system update. It’s great to see how even the smallest system tweak can have such a significant impact on how you work so we hope you’ll find all of these latest developments useful. Here’s the latest system changes that are live now! Provisional/Confirmed status […]
Supplier Products List Enhancements, VAT Code Default Setting, End Time Added to Diary Confirmations
Our development team are ploughing on with our Blink Payment integration and we hope to launch this feature very soon. If you haven’t had your consultation call with Blink Payment yet, you can find out more about this fantastic new integration and contact a Blink Payment specialist on our website here. Elsewhere in the system, […]
Task Completion Notifications, Note Pinning, Display Orders & Supply Only/Supply & Fit Default Setting
Our development team has been hard at work and here’s a rundown of the latest Business Pilot system updates, that have been designed to make your working life easier. Many of these have been suggestions from our awesome Business Pilot Community. We love to make sure the system works in the best way for you […]
