Quick Wins
Reason For Update: We have some quick fixes and small pieces of development being released this week including improvements to Documents Active Contact Excel Export Fix after Exporting Archived Only The Active Contact ‘Export to Excel’ function was only Exporting Archived Customers, leaving some exports blank. Thank you to T&K Home Improvements for bringing this […]
Improvements to Recent Releases
Reason for Update: With recent updates running in, this week we’ve improved the Xero (Customer Invoices Export), fixed a request within the PO page and improved the functionality of emails. Description in the Xero Customer Invoice Export Following our recent financial updates we have added a description field in the Export – Customer Invoices for […]
New Finance & Reporting Tools
Reason for Update: Recording payments becomes automatic, Financial Exports to include Xero to offer more flexibility between Business Pilot and your Accounting Software and a couple additional fields in the Contract Excel Export to make the post-lockdown rush easier to manage with Business Pilot. Supply Only / Supply and Fit Column A new column can […]
New Features
Reason for Update: We’ve put in measures to avoid contact duplication. In addition we have made improvements to our Service Call PDF. See below for details. Possible Duplicate Contact? We have recently added a new feature to Business Pilot that will now alert you to a possible duplicate contact when you go to save a […]
Changes to Finance Reports/Exports
Reason For Update: We have made some improvements to a selection of our Reports to include the Deferred Income report, Work in Progress and the Completed Contract Report. In addition we have been carrying out some improvements to the Export area to improve the ease of its use on import with accounting software and internal […]
Status Progression Repairs & Enhancements
Reason For Update With more and more companies using Status Progression to their advantage, with your help we spot various enhancements and improvements to the functionality we released just before the year end. Ordering of Statuses with Multiple Progressions We have improved the visual display of statuses in the Lead/Contract banner if there are multiple […]
Lead Area Modifications
Reason For Update We have made some changes to the lead area to include filter optimisations, additional permissions to ‘view only own sales’ for sales representatives and we’ve put in measures to avoid lead duplication. In addition we have an improvements to Job Costs. Lead No. Filter We’ve fixed the lead number filter in the […]
Reports, Financials and Additional Columns
Reason For Update: We continually find ways to improve the system. This update includes an addition to our recently released Status Progression work, along with improvements and additional columns and a new field. Status Progression In addition to our Status improvements, we have included a copy pipeline option, helping you to create new pipelines based […]
Functionality Improvements & Lead Grid Additions
Reason For Update: We continually find ways to improve the system. We have made some adjustments to tasks, the diary and improvements to the lead grid. Tasks As personnel changes, tasks are reassigned. We have improved the open tasks tab to allow other users to complete tasks for users that have become inactive. We’ve introduced […]
New Support Link
Reason For Update: We have added a Support Function to your Business Pilot system where you can find how to guides and videos, frequently asked questions and recent updates. If you can’t find what you’re looking for we have included our support number to call. Help Centre Whether the problem is a “user” error, a […]
Various New Year Improvements!
Reason For Update We continually find ways to improve the system. This time some of the work just speeds things up for you and some add additional functionality like within the diary, schedule board and email sending. Status Progression We’ve added a way to activate and deactivate you Lead and Contract Statuses which means you […]
Recent Amendments & Fixes
Reason for Update: Business Pilot goes through development each week and is being improved behind the scenes, we’ve got some great updates on the way to you. Let’s see what we got up to recently. Images: Images uploaded through our APP auotmatically default to App Type so that it is initially obvious where they have […]
