New CERTASS Export Template & Report, Manage Payment Types, MI Improvements, New Sales Management User Dashboard and New Stock Valuation Report!
Business Pilot is about making those daily tasks easier and quicker and we are continuously discussing our, and your, development ideas. This update brings our NEW CERTASS export template and report! We’ve also made further improvements to the MI People and Sales Dashboard, Payment Types as well as a NEW Sales Management Dashboard and Stock […]
Updates : Payment On Account, Invoice Due Dates, Customer Payment Options, Retention Payments and the New Outstanding Invoice Report!
This update brings you further improvements to the finance areas within Business Pilot. These updates focus on Invoices, new Customer Payment Options and feature an Outstanding Invoice Report! PLEASE NOTE THAT THE NEW INVOICE ADMIN ROLE MAY AFFECT CERTAIN USERS PERMISSIONS. YOU WILL NEED TO READ THIS BLOG AND ACTION THE ROLE FOR ANY RELEVANT […]
Updates : Excel files in Doc templates. Email Templates, PO & Self Cert all get updates
Reason For Update: Excel Document Templates, Email Template Images and More. As always we have a further batch of updates to ensure we are continually providing you the best CRM to run your business. Excel Files Can Now be Stored in Document Templates We have now added the ability to store excel spreadsheets in document […]
Updates : Service Call Estimated Time, Total Job Costs Value and Live Leads and Contracts Titles!
Reason For Update: More updates? No problem! We have a further batch of updates and bug fixes to ensure we are continually providing you the best CRM to run your business. Service Call – Estimated Time The estimated time selected when booking a Service Call will now populate through to the diary. Diary appointments will […]
Updates : Task Default Owner, Custom Field Placeholders, Service Call Placeholders and more!
Reason For Update: Business Pilot is about making those daily tasks easier and quicker, we are continuously discussing our, and your, development ideas. We have made a number of further improvements to various parts of the system. Task Default Owner Choice When creating a progression within a Lead or Contract pipeline, you now have the […]
Updates : Purchase Order Values, Tolerances & Cost Controls!
Reason For Update: Business Pilot understand the difficulties faced in trying to manage profitability in an installation business and how easy it is to lose hard earned margin. Due to this we have brought in some additional controls and flags to our Purchase Order area to try and assist with fluctuating costs. We have also […]
Update : Tasks, Reminders and Notifications!
Reason For Update: Business Pilot is about making those daily tasks easier and quicker, we are continuously discussing our and your development ideas. We have made a number of further improvements as well as adding in new features. All of our improvements in this update feature around Tasks and Notes. This will be our last […]
UPDATE :Stock system improvements and other areas.
Reason For Update: Happy New Year! This is our first update of 2023, we saw many new features last year and we look forward to bringing many new and exciting elements to you throughout this year as well! Many of our improvements in this update feature around our ‘stock system’, however we also have a […]
MORE UPDATES: Invoice Nominal Codes, Status Progression And More Contract Grid Columns
Reason For Update: More updates? No problem! We have a further batch of updates to ensure we are continually providing you the best CRM to run your business. Invoice Nominal Codes Invoice related nominal/accounts codes now overrule Contract Type nominal codes. In the ‘Admin’ area under ‘Manage Invoice Types’ you now have the ability to […]
New Features: Assigning Contracts to Custom Schedule Boards, more email placeholders and New Purchase Order features
Reason For Update: This update brings to you a mixture of new features across multiple areas to ensure you can continue to say you are using the best CRM out there! Assigning jobs to specific Schedule Boards Remember when we introduced multiple schedule boards? We have now introduced within the contract a ‘Schedule Boards’ dropdown […]
Introducing our integration with Xero
Reason For Update: Over at Business Pilot we want to provide you with the best CRM that can make those daily tasks easier and quicker; accounting and finance being one of them. How does it work? Much like our other integrations, to link your organisation to Xero within Business pilot you will be required to […]
Update: New purchase order features, new placeholders and additional export features
Reason For Update: It may have been a few weeks, but don’t panic we have an assortment of updates for you. Our last update we mentioned some exciting developments which are incoming soon and we can’t wait to share these with you, but to ensure we are continually improving the CRM we have some great […]
