Upgrades to Many Areas!
Reason For Update: We have an assortment of updates for you as we continue to improve the system further. Have you seen that we are holding some training dates in August (London and Birmingham venues). To find out more, please visit businesspilot.co.uk/training-day. «ContractInstallTeam» Placeholder We’ve added «ContractInstallTeam» to the email and document templates so you […]
NEW Role to turn Enquiries area on/off for your employees.
We have added a new role in BP ‘Sales Admin’. For continuity this has been automatically added for all users so that they can still access the Enquiries area. If you would like to turn off the Enquiries tab for any of your users, you can simply remove ‘Sales Admin’ from their account through the […]
Major Schedule Board Update – Coming this weekend.
Reason For Update: We have renovated the Schedule Board! Our Schedule board has a new look, in line with the revised themes in our recent updates, which include, but are not limited to, the MI area, Reports and Invoicing. While doing this renovation, we have also added some new features to make the Schedule Board […]
Major Feature Development: See All your Appointments & Installations by Map View!
Reason For Update: We’ve introduced maps, for both the diary and the schedule board allowing users to see where they are, what area’s they are reaching and allowing you to visualise your appointments and journeys throughout the week ahead. Diary Appointment Maps 🗺️ For All appointments listed in the visible section of the diary, there’s […]
Additions to your system
Reason For Update: We collate your feedback and suggestions, and we look to include these in our development schedule alongside our larger development pieces. – here’s what you’ve recently suggested. We hope you like the new amendments! NEW Placeholders We have included a few new placeholders for email templates and documents. These include: «LeadType» «ProductType» «ProductInterest» […]
Our Recent Changes
Reason For Update: With help from our customers, passing their ideas over to the Business Pilot Support team gives us new ideas on how to develop the system. We’ve have now included a ‘Manage’ section for deletion reasons in the schedule board and a parking bay within week view. We have also added the functionality to […]
Customise your Business Pilot columns
In case you missed it please check out the new grid customisation works we pushed live earlier this week. Default Columns in Lead Within each of the main Grids on BP we have added an option for interchangeable fields designed to suit your specific requirements. In order to try and ensure you always have the […]
NEW FINANCIAL AND INVOICING UPDATES
Reason For Update: We’re bringing a new fresh look to Business Pilot, with various visual & feature updates like the Management Information, Reports and now the Invoicing. Our new format allows you to raise Manual style Invoices with personalised line items, e.g Labour, Machine Hire, Materials etc. We’ve also added in the facility for CIS […]
Service Area Update & Improvements
Reason For Update: We have made a number of changes and additions to the Service Call area of the CRM to help with the management of calls and reporting of data. The major headlines of these are as below: Service Call Sheet Additions 🔧 We have added an Estimated Time On Site field to the […]
NEW APP FEATURES & ADMINISTRATOR PASSWORD RESET
Reason For Update: Listening to your suggestions and ideas help us to continue building the Business Pilot system. We are pleased to release that images are now enabled to be accessed in APP, and we’ve included the town on the APP Screen for Sales Representatives, Service Engineers, Surveyors and Installers. Furthermore, Super Admin users can […]
Enhanced Reporting at your fingertips.
Reason for Update: In line with recent MI improvements we have enhanced and simplified the Reports section. With a new layout and flexibility on report dates and types we have combined the reports to all aspects of the Business. Due to volume of reports available within the CRM and the multiple areas that these can […]
MI Power Upgrade
Reason For Update: We are delighted and excited to announce a major overhaul of our MI & Reporting area in BP. As you know we are continuously trying to develop and improve the system but we can not work on all areas at once. Over the last couple of years we have enhanced literally hundreds […]
