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 […]
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 […]