Let’s understand Business Pilot Reports.
Sales Report Our Sales report examines leads sold that have been converted into a contract, this does not include the contracts within ‘Sales to Confirm as these have not yet reached ‘Contracts to set up’. The report is driven by the Contract date and looks at the Sold value, not the Contract value. You can […]
Lead & Purchase Order Updates!
Lead Contact Information – Add Contact Name, Phone and Email Addresses for Install Address Occupiers here. If the installation requires a separate contact from the Customer, i.e. an end-user for a contractor or a tenant in a rental property, now it’s possible to add their name & contact details to the lead page. We have […]
REPORTING, FINANCE TOGGLE AND NEW PLACEHOLDERS
Areas Updated: Balance Outstanding Report, Aged Debtors Report and Job Cost Report, Cash/Finance toggle, VOIP telephone ability, MI Marketing Report, New Placeholders. BALANCE OUTSTANDING & AGED DEBTORS REPORT – ADDITIONAL FIELDS ADDED We have included a couple of columns to the CSV report, which consists of the latest ‘Contract Status’ and the latest ‘Status Date’ […]
Manage Multiple Schedule Boards
Reason For Update: We have now added the option to run more than one schedule board in BP, splitting your teams out to manage different areas of the business and achieve seamless bookings. You can now add multiple boards and switch between them allowing you to manage specific types of work eg. Conservatories or Contractors. […]
Internal Chat comes to Business Pilot
Reason For Update: You heard right, chat has come to Business Pilot. We first opened up a notification centre to update you with upcoming events, recent updates and news. This was the first step for us to be able to integrate a chat system between users. Next was the activity tab… now it’s finally here! […]
New placeholders, diary update etc.
NEW Placeholders Is it time to update your email templates or document templates? We’ve added even more placeholders so you can pull through even more fields automatically, meaning you may never have to amend an email again! These include the following: Company’s address line «CompanyAddressLine», which pulls through the company address on a single line […]
Status Flags, Service Call Improvements, Speeds and Uploads
Reason For Update: We are constantly trying to push our system forward and add more and more value to you, our users. Based on your feedback and our own development plan, we have a number of new features and improvements that have gone live over the weekend. In particular, we have added a flag to […]
Emailing Templates and Images directly, both internally and externally with ease.
Reason For Update: We have keen to include the emailing links to the templates, and with the recent developments to the BPMail system we’ve recently been able to achieve such results. Now you can email letter templates, including any statements and guarantee letters you may have on your system without the need to generate them […]
Installation, Purchase Orders, Images and Appointment Locations.
Update Includes: Option to backdate installations, set provisional suppliers for Contracts, Notification to show the order status on Purchase Orders when adding in Supplier invoices, a few adjustments to the Images tab to include the user who added such files and specific locations for diary appointments. Set Provisional Suppliers When setting the Contract up you […]
Contract Improvements; to include Task Templates for Status Progression
Have you registered for our ‘UNVEIL THE FUTURE – It’s time for some more game-changing’? If not, please visit this page and register for your place now. All will be revealed at 3 pm on the 19th of August. So it’s time for you to register your interest in being invited to the VIP Launch. […]
Contact and Lead Improvements; to include the ability to duplicate leads.
Reason For Update: We have looked into our Contact and Lead area within the system to work towards making steps easier and quicker for all-round productivity. Have you registered for our ‘UNVEIL THE FUTURE – It’s time for some more game-changing’? If not, please visit this page and register for your place now. All will […]
Multiple Appointments and Profit Targets!
Reason For Update: Further improvements to the Service area and Finance tab and included a couple more placeholders for your document templates. Multiple Service Call Appointments We’ve expanded the possibility of booking multiple appointments to the Service call area. Now you can book multiple bookings for Sales and Survey Appointments and Service Calls. Simply press […]
