New Scheduling Role, Job Profit Report, and Service Call Route of Issue.
Areas Updated: In addition to the new Personalised Dashboards, we have also rolled out several new features and upgrades today! We have a new role for the schedule to restrict free movement in job cards, a service call route of cause, a Profit Report inside Job Costs, Install Contact Name now searchable. Revenue Recognised figure […]
Major Update: Personalised Dashboards
Reason For Update: Whether you hold an Office role, Sales, Operations or Survey and Service/ Remedial. We now have a dashboard specifically designed for you. If you hold multiple roles you can switch between those relevant to you so that you have the most important information available at a glance at all times! This update […]
URGENT UPDATE: TO ALL CUSTOMERS USING THE XERO EXPORTS
When importing customer invoices, Xero only uses the customer name to decide which customer record inside of Xero to assign the invoice to. Therefore, if you had two Mr & Mrs Smith’s in your import, even though they may be at different addresses, Xero will import those into one customer record as it only matches […]
Manage Sales Periods available
We have carried out a development to allow the option to configure your Sales year by calendar dates or customer weeks, periods & quarters. All of which will then show in your week and monthly diary view. In addition, you will be able to set targets for the periods and report on these in the […]
Live/ All Purchase Orders, Diary, Email and more.
A belated Happy New Year to all our users! We hope everyone has had a successful start to 2022! To continue where we left off we have been working hard on the development of BP since the restart! For our first release of the new year, we’ve included updates in Purchase Orders, the Diary, Emails […]
New Options for Raising Credit Notes
New options added when raising credit notes, now allowing for raising credits directly against a specific invoice. Whilst you have always add the option to raise credits on an ‘account’, you now have the option to specify which invoice you want the credit applied to. This new feature will enable cleaner financial & balance reporting […]
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 […]