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 […]
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 […]
