Recent Fixes & Improvements
Reason for Update: Business Pilot goes through development each week and is being improved behind the scenes, we’ve got some great updates on the way to you. Let’s see what we got up to this week… Installation Schedule: We have improved our Schedule Settings within the Admin tab of our menu. You are now able […]
Changes to the Admin Role and Internal Permissions
Reason for Update: Business Pilot goes through development each week and is being improved behind the scenes, we’ve got some great updates on the way to you. Let’s see what we got up to this week… This week we have released a number of exciting changes and additions to the system. Please note the following […]
Amendments
Reason for Update: Business Pilot goes through development each week and is being improved behind the scenes, we’ve got some great updates on the way to you. Let’s see what we got up to this week… Based on user feedback we have moved the Edit/Delete Icons to the left-hand side on the Contact, Lead and […]
Updates
Reason for Update: Business Pilot goes through development each week and is being improved behind the scenes, we’ve got some great updates on the way to you. Let’s see what we got up to this week… We have carried out a major upgrade to the Sales Report in BP to now include Contract Value variations. […]
Improvements & Adjustments
Reason for Update: Business Pilot goes through development each week and is being improved behind the scenes, we’ve got some great updates on the way to you. Let’s see what we got up to this week… We have carried out some small additions to our exporting and reporting side. With the industry enjoying a very […]
Improvements and Adjustments
Reason for Update: Business Pilot goes through development each week and is being improved behind the scenes, we’ve got some great updates on the way to you. Let’s see what we got up to this week… Firstly, we’ve added the demo date and time to the Live and Sold Leads homepage, when exporting this data […]
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, […]