Amendable Contract Date
Reason for Update: When sales are made over the weekend or near month end it is not always feasible to administer those orders immediately, paperwork or deposits may be still to come in or there may be reason why you wish to set a contract to a particular sales period. This had previously meant these […]
Have you seen our new Fitting Report?
Reason for Update: We have included a new Report, in addition to our original Fitting Schedule Report we have introduced a Financial Fitting Schedule Report. The original is more of a where are we and what are we fitting report, while the new Fitting Report is a financial report showing the true value of the […]
System Improvements
Reason For Update: Here’s a brief overview of various small changes and improvements we completed this week. We’ve been busy introducing new companies to Business Pilot and help streamline their businesses with our system and support, we’ve improved recent updates and fixed various bugs reported to ensure smooth running of the system. Our first improvement […]
Boost your Sales in 2020 with the NEW Sales and Surveyor APP!
We are pleased to announce that we have introduced Sales and Surveyors Appointments to our APP. Sales Representatives & Surveyors can now use the new and improved Business Pilot APP from today as well as Service Engineers & Installers. In keeping with the CRM Sales appointments are highlighted by the ‘Target’ lead icon and Survey […]
Improvements & Fixes
Reason For Update: Here’s a brief overview of all the bug fixes and small changes we completed this week. We’ve been busy introducing new companies to Business Pilot and help streamline their businesses with our system and support, this has meant an increase in the amount of follow-up emails and emails raised in individual systems […]
Restrict Access Rights for your Sales Representatives
Reason For Update: We have added an optional security feature where you can restrict Sales Representatives to see only their own sales and leads. By limiting internal access to company data exercises data privacy and security for your business. We have placed an optional, sensible control in place to allow employees to do their jobs, […]
Improvements & Fixes
Reason For Update: Here’s a brief overview of all the small changes and improvements we completed this week. We’ve amended the grid content display on various pages so you can navigate between pages with ease. We’ve moved the Log Out button on our Site APP to fit with the layout on newer models of the […]
Covid-19 Risk Assessment Feature
Reason For Update: Concerned about Covid-19 safety whilst working in people’s homes? We’ve introduces a built in Covid-19 Assessment feature. It helps your team follow a simple process and keeps an audit trail against every installation for added peace of mind. During a Covid-19 Installer webinar run by Business Pilot, it became clear that despite […]
Manage Your Targets
Reason For Update: Whether business goals are to set company direction or provide motivation, they should be specific, measurable, achievable, and timely. Business Pilot have introduced targets within the MI Reports Within the Manage Targets area you can allocate budgets to marketing spend with the desired volume of leads to be created giving you a […]
Send More with Marketing Preferences on Excel Exports
Reason For Update: We have expanded our Marketing Column to the Live Leads Excel Export, now you can filter in the Contact, Lead and Contract Page for GDPR Compliant Email, Phone or Post lists from your Customer base. To carry this action out in any page, using the Lead Page as an example below. Click […]
Payment Method: Finance
Reason For Update: We have added Finance to our Payment Methods, if you have chosen to offer financing to your customer base, you can log this as such on Business Pilot. Within the Invoice tab in the Customers Contract page, you will now find Finance as a Payment Method, simply select this option if you […]
Bug Fixes
Reason for update: Here’s a brief overview of all the bug fixes and small changes we completed this week. The Leads & Products Dashboard within the MI section of Business Pilot is back operative. We have resolved the error page users experienced when loading the Export Customers Excel Spreadsheet. We have amended the <<ContractStatement>> Document […]
