Schedule board updates, admin & manage areas, plus more!

Additional roles, Links To The Schedule Board And More

Reason for update:  To ensure you are continuously getting the most out of Business Pilot we are always looking at possible development within the CRM. The schedule board has seen multiple updates this time. From Schedule board exports to additional information being featured within the job card, plus to make sure you can still manage […]

Additional roles, Links To The Schedule Board And More

Additional roles, Links To The Schedule Board And More

Reason For Update: This is our first major release since the FIT Show, due to this the release is bigger than normal. There are lots of new areas of the system where there has been an improvement and changes so please do take time to read through all of the features to ensure you are […]

Customisable Exports and Manage Area Changes!

Customisable Exports and Manage Area Changes!

Reason For Update: We have included customisable exports to excel, change field options to include in your pipeline and a host of other manage options! Yes, you can force the quoted value to be entered before it’s marked as quoted. It’s great right! In addition, a few features to help with deactivation and reallocation as […]

Schedule Board Improvements and a few additional features

Schedule Board Improvements and a few additional features

Reason For Update: We have improved our schedule board further by adding fitting values to the board, call details to our service call overlay and expanded on the limitations on the number of bookings you can schedule. In addition, we have made improvements to our recent releases on the Fensa Portal, emails, and Stock system. […]

FENSA Integration to BP!

FENSA Integration to BP!

Reason For Update: Business Pilot is all about making those daily tasks quicker, easier and simpler. We have now Integrated with FENSA to make registrations a one-click process. How to setup the FENSA and BP link Step 1Sign in to the FENSA portal (hyperlink to https://fensaonline.com and navigate to Company Details in the menu on the […]

Business Pilot integrated with Tommy Trinder, Framepoint Technology!

We’ve excited to say we’ve integrated with Tommy Trinder, Framepoint Technology!

Reason For Update: The link-up between Tommy Trinder and Business Pilot allows you to link your Tommy Trinder account with your Business Pilot account, meaning that you can now push your lead information to Tommy Trinder with a new quote waiting for you to get started. Once you are finished, it will automatically send back […]

Introducing our brand new Stock Management System!

Introducing our brand new Stock Management System!

In order to bring the best business management tool possible to our customers, we have developed a fully integrated Stock Management system directly into Business Pilot! Please read our blog for all the details and handy tips on using the new feature! Inside Business Pilot, you’ll now spot ‘Stock’ within your main menu if you […]

We’re moving our Support to Zendesk, please use our new portal!

We’re moving our Support to Zendesk, please use our new portal!

Reason For Update: We’re incredibly proud of our support, and customer service is at the heart of every business. We have integrated with Zendesk to allow for faster responses, better engagement, organisation and accessibility. Our phone line is still available for use; however, we kindly ask if the first point of contact for any general […]

Installation and Service Updates

Installation and Service Updates

In addition to the main updates, highlighted on Friday’s blog, which included our brand new Calendar Syncing, we have also rolled out several tweaks and extras as well. To revisit our latest blog, please click here: https://businesspilot.co.uk/link-your-calendars-other-improvements. Search by Install Contact Name through the search facility You have the install contact name, number, and email […]

Link your Calendars & other improvements!

Link your Calendars & other improvements!

Reason For Update: While we work on delivering a few APIs in the coming weeks and months, we continue to try and bring you a few new features in the interim. Firstly, we have included an .ICS attachment where diary entries can now be connected to your Outlook and Google diaries. In addition, we have […]

New Scheduling Role, Job Profit Report, and Service Call Route of Issue.

New Scheduling Role, Job Profit Report, and Service Call Route of Issue.

Areas Updated: In addition to the new Personalised Dashboards, we have also rolled out several new features and upgrades today! We have a new role for the schedule to restrict free movement in job cards, a service call route of cause, a Profit Report inside Job Costs, Install Contact Name now searchable. Revenue Recognised figure […]

Major Update: Personalised Dashboards

Major Update: Personalised Dashboards

Reason For Update: Whether you hold an Office role, Sales, Operations or Survey and Service/ Remedial. We now have a dashboard specifically designed for you. If you hold multiple roles you can switch between those relevant to you so that you have the most important information available at a glance at all times! This update […]