Carefully Crafted to Run Your Installations More Smoothly
Business Pilot is not a generic business tool. It is a refined system built by installers who understand firsthand the challenges of running an installation business. We have designed every feature to remove the friction from the journey from first inquiry to final sign off, allowing your team to provide a better service with greater profit and less hassle.
A Continuous Workflow
Manage the entire job lifecycle in one place to ensure nothing is missed and every detail is tracked.
Automated Lead Management
Capture website inquiries instantly and grade them by temperature so the sales team hits the hottest leads first.
Seamless Sales Handover
Convert a lead into a contract with a single click, carrying all site photos and history forward to the operations team automatically
Live Job Tracking
Monitor the progress of every project in real time, from the initial survey through to the final customer sign-off.
Operational Intelligence
Remove the friction from your office and site teams. Coordinate your schedule and your supply chain without the need for endless phone calls and manual updates.
Drag & Drop Scheduling
Update installation dates on an interactive board that automatically notifies fitters and updates contract records in real time.
Live Material Tracking
Cross-reference install dates against supplier delivery statuses to flag potential delays before they impact the customer.
The BP Site App
Deliver technical specs and digital sign-off forms directly to installers’ phones for instant field-to-office updates.
A Strategic Oversight
Move beyond "running" the business and start growing it. Use live data to spot trends, protect your margins, and
scale with confidence.
Interactive Performance Dashboards
See your live conversion rates, installation volume, and financial health at a glance from any device.
Post-Completion
Costing
Link service calls and snagging back to the original contract to see the true final profitability of every job.
Industry Compliance Automation
Streamline your FENSA and Certass registrations by linking your completion data directly to your certification body.
Trusted by Installation Businesses Across the UK
See how window installers and trade professionals are streamlining their operations, winning more work, and growing faster with Business Pilot.
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.
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.
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!
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!
The Full Feature Index
Beyond the core workflow, Business Pilot includes every specific tool required to run a professional installation office.
In-Built CRM
Manage every customer interaction and history in one central location.
Lead Grading
Focus your team on the highest quality opportunities first.
Digital Contract Signing
Send contracts for e-signature to close deals faster and reduce paperwork.
Quote Tracking
Never miss a follow up with automated reminders for your sales team.
Interactive Schedule Board
Move jobs with ease and see real time availability across your teams.
Automated Material Ordering
Generate purchase orders directly from your contract specifications.
Supplier Integrations
Connect directly to major suppliers for seamless data transfer.
Service & Snagging Management
Log, track, and resolve post installation issues without them getting lost.
The BP Site App
Give your installers all the job details, photos, and technical specs they need on their phone.
Digital Sign-offs
Capture customer signatures and site photos the moment a job is completed.
Barcoding
Track products through your warehouse and onto the van for total stock control.
Surveyor Portal
Upload surveys and measurements directly from the site to the office.
Live Job Costing
See your actual profit on every job while it is still in progress.
Accounts Integration
Sync your data directly with Xero, Sage, or QuickBooks to eliminate double entry.
Custom Reporting
Build reports on conversion rates, sales performance, and installation volume.
Compliance Links
Register your jobs with FENSA or Certass at the click of a button.
Trusted by Installation Businesses Across the UK
See how window installers and trade professionals are streamlining their operations, winning more work, and growing faster with Business Pilot.
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Joe Bloggs
Acme Windows Ltd
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Joe Bloggs
Cherwell Windows
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Joe Bloggs
Chiltern Solar
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Joe Bloggs
Thames Valley Windows
Latest Updates
At Business Pilot we have a continual development process. We know that our system is industry leading, but you only stay industry leading by continually looking to the future and thinking ‘if only this was possible’ and then finding a way to make it possible.
Account Delinking, SMS Tracking and more
The latest Business Pilot update introduces a series of refinements [...]
New Progression Triggers, SMS Reminders and more
Our January 2026 update introduces a series of refinements focused [...]
Fast Create Lead & Contact, plus Fast Invoice and SMS Automatic Reminders
We’re happy to announce our latest system update, focused on [...]
Stock Report Update, Inactive Invoice Types, Password Toggle and more
Try Business Pilot for free
As part of our free trial, we will send a whole series of how to videos to help you get to grips with the Business Pilot Installation company CRM system. Because the system is much more than a regular CRM, we are even on hand to talk you through how other installation companies are using Business Pilot as a business improvement system. If you would prefer to book a call with an existing user before the trial, call us on 0333 050 7506 or use the live chat facility.