At the heart of every feature we add to Business Pilot is the question ‘will it make the company run better?’. Because we are installers, we understand first hand which features will actually help you and your team to provide a better service to your customers, with greater profit and less hassle.
You can feel the difference between something that was ‘put’ in the cloud and something that was only ever designed to ‘be’ in the cloud. It feels more at home, more natural and somehow, more usable. When your team are going to depend on their CRM / ERP system to manage your business, you wouldn’t want anything less than purpose-built and therefore we have you covered. Business Pilot was designed to be completely optimised for and built in the latest cloud technology.
You need your information wherever you are and whenever you want it. When that means on a range of mobile devices, we have thought about that, too. Whether it is the mobile version of your main system, or the Apps that support your mobile teams, you can rely on Business Pilot to allow you to work anytime, anywhere on any device. Now you and your team can take control and never be without the information they need, when they need it most.
Streamline payment processing for your installation business.
The Blink Payment platform integrates with Business Pilot so you can generate payment links for customers so they can pay invoices by card, Apple or Google Pay or bank transfer. Studies found that invoices containing payment links are paid on average 3 times faster than those without, so payment links are great for cashflow!
Simplify your self-certification admin with our Certass job export feature.
This works by bulk exporting your job information from Business Pilot and uploading it into the Certass members area, to save on double data input and improve accuracy. Once it’s uploaded in the Certass system, they’ll register the jobs and send your Building Regulation Compliance Certificates (BRCC).
Avoid double data entry with our Quickbooks export.
We’ve created a quick and easy way to sync your installation business management information with your accounting platform! Quickbooks users can export customer information, invoices and costs from the Business Pilot system and upload it into their Quickbooks platform to avoid double data-entry, saving time and improving accuracy.
Register your installations with FENSA in just a few clicks!
If you’re a FENSA member, within each contract in your Business Pilot system, you’ll find a button where you can register the job with FENSA. Customer information is pre-populated from your contract and once it’s registered, the self-certification reference number from FENSA will automatically populate within the contract.
Enhance security and reduce admin with SSO
Microsoft Single Sign-on functionality offers the most secure way to log-in to Business Pilot for Microsoft Business (Office 365) account users. It means your team can use their Microsoft credentials to log-in to Business Pilot and directly connect their Outlook emails with BPmail too.
Connect to your Sage accounting package
Sage users can export the customer details, invoices, payment and cost information saved in Business Pilot into a simple sheet which can then be easily imported into your Sage system. It’s a great way to ensure accurate data across both platforms and can save loads of time on double data entry too.
Integrate with Tommy Trinder’s design & quoting system
We have a direct API with Tommy Trinder, so you can initiate quotes from the Business Pilot Lead area, and head straight into the Tommy Trinder platform to create the design and quote. Once complete, the quote will save as a PDF document in Business Pilot, ready to access whenever you need it.
Link up with Windowlink
This connection enables Windowlink customers to import leads from Business Pilot, create the design and quote within Windowlink software. The corresponding quote and contract is then uploaded back into the Business Pilot contract area, for seamless quoting and sales management.
Make accounting a breeze with our Xero integration
The Xero API means your contacts, customer invoices and supplier invoices are synced across both systems for real time data and reduced admin time. It means your accountant or finance team can work in Xero, knowing they have all the live data they need from the Business Pilot system.
Connecting Business Pilot to more than 7,000 Apps
Our Zapier integration connects Business Pilot to more than 7,000 other Apps and software services to help you automate more of your business processes. You can connect to Microsoft Apps, Google Tools, social media platforms, email marketing systems and many more!
Powerful
See when goods are due in and what margin they achieve, setting tolerances between PO’s and Invoices to manage costs
Sales teams can store and review key documents such as quotes, images, even voice memos alongside sales information throughout the process
Manage all of your service calls and see how they affect the ultimate margin on any given contract, adding images and notes the same as in leads and contracts
Link your website directly to the Business Pilot CRM so that enquiries are never lost, then manage all your leads in one place with key tools like lead temperature scoring and quick convert to contract
The management reporting side of Business Pilot uses all of the information about your leads and customers to give you unparalleled visibility of your business
Installers get their own App, which receives jobs automatically from the schedule board. Their notes and photos are uploaded through the App to the right contract
Create as many ‘standard’ letters as you need with the document builder. Store your templates to use at any point for any lead/contract
Give your warehouse team access to what is due in by running a simple report, powered by the purchase orders of each contract
See the impact of moving jobs around on the interactive schedule board, linked to contracts and even each installers Site App
Create purchase orders and invoices, mark off payments and have all of this connected to your accounts package
Quickly convert a lead to a sale allowing different members of your team to ‘set up’ a contract
Every contract detail is stored whether live or completed, including documents, images, payments, guarantees, etc.
Emails integrated in the CRM system, so you have a complete record of customer contact in one place – plus create email templates with placeholders, attach images and documents
Register jobs with your self-certification scheme with just one click – Business Pilot has links to both FENSA and CERTASS, so you can register jobs quickly and accurately
Seamless connections with the other software systems you use, from accounting to design and quote software including Xero, Tommy Trinder, Windowlink & more
Easily manage your stock holding – from tubes of silicone to spare handles and everything in between. Stock is linked to Purchase Orders for easy ordering and visibility
Map out, then manage the progress of your leads and contracts to ensure every step of your process is followed consistently giving the perfect customer experience
Assign tasks and actions for Business Pilot users in your company and even @ tag them to alert them to important information in your own internal chat system
Get a complete overview of your multiple sites or showrooms with our branch feature. Or, choose Group to monitor what's going on across a number of companies
Working independently of the interactive schedule board the diary is designed to give visibility of where everyone is at any one time, making it easier to book new appointments and meetings
Business Pilot is integrated with more than 7,000 Apps, including MailChimp, Google Drive, VOIP systems, Microsoft Teams, Facebook via our integration with Zapier
© Business Pilot (CRM) Ltd
