BPsite App – What’s New?
You will have seen that our new BPsite App went live last week and hopefully you’ve already hit download and started using it whilst you’re out and about on site. Don’t forget to remind all of your fitters to download it ASAP, so that they can start using it too! The new App has been […]
The NEW BPsite App is Live!
It’s the one you’ve been waiting for! The BPsite App is now available to download from the App Store and Google Play! Designed and developed for your fitting teams, the new App makes accessing jobs even easier. Your installers can simply download, log-in and find all of their assigned jobs waiting for them – just […]
Updates: Custom fields, PO remake options, New columns on BOS reports and more…
With all the excitement of our Open Training Day at the start of the month, we didn’t get chance to tell you about these latest updates in the Business Pilot system! Many of these updates are ones that were suggested by our BP Community, and as always, our ideas board is open, so please keep […]
NEW! Contract Value Adjustments, New Contract Grid Columns & Live Job Costs Grid
As always, our development team are working hard behind the scenes to bring you new features and keep the Business Pilot platform running smoothly. We’re extremely close to the finish line with our new App and it is planned for release very soon…watch this space! Here are the latest system updates that are now live […]
Updates: Credit CIS Invoices, New Grid Columns & More
We know it’s been a little while since our last official update, but our dev team are currently focussing on some big and exciting projects which we will be telling you about very soon…including our new App! We know it’s been a long time coming, but we hope we are near to the end of […]
Personalised grid views and Xero refresh added
This update enables you to save your preferred grid views for leads and contracts. It also allows you to see your preferred ‘default view’ when you first go to the grid views. This will save you a lot of time in setting up the specific columns you want and any sorting/filtering that you change regularly. […]
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 […]
