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 […]
Updates to Invoices and additions to financial areas
Reason For Update: Business pilot is very proud of its financial areas and how these can be beneficial for all businesses. We are continuing to introduce new features and improve the current ones, to continually make your daily business tasks easier and quicker. New ‘Manage VAT Code’ Option This new option is to allow our […]
Additional Updates: New and updated Reports, Schedule Board improvements, App updates and more!
Reason For Update: At Business Pilot we want to ensure you can pull reports at the click of a button and you have the necessary information right in front of you. We plan to continuously improve and update the fundamental areas of the CRM to ensure your reports are constantly detailed and beneficial. Status History […]
Introducing our newest feature….Custom Fields!
Reason For Update: At Business Pilot we want to be able to give you the information and details you require to run your Business as effectively as possible. However, the information requirements may differ for each Business. For this reason we are introducing customisable fields to create your own fields specific to your system. What […]
Updates: New PO Alerts on Schedule Board, new Admin area, Manage Image Types, 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 further improvements as well as adding in new features. Outstanding PO’s on Job card. In line with the status bars and recent outstanding PO work this update now shows […]