Features

Carefully crafted to make your business run more smoothly

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.

Natively Cloud

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.

Beautifully Mobile

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.

Powerful

Even Down to the Smallest Feature

Purchase Control

See when goods are due in and what margin they achieve, setting tolerances between PO’s and Invoices to manage costs

Sales Process Management

Sales teams can store and review key documents such as quotes, images, even voice memos alongside sales information throughout the process

Service History

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

Web to Lead Integration

Link your website directly to your CRM so that enquiries are never lost, then manage all your leads in one place with key tools like lead temperature scoring

Management Dashboards & Exports

Whilst Business Pilot is collecting all of this information about your leads and customers, the management reporting side will allow you unparalleled visibility of your business

Installers Connected

Your installers get their own App, which receives jobs automatically when you assign them on the schedule board. Their notes and photos are uploaded through the app to the right contract

Document Templates

Create as many ‘standard’ letters as you need with the document builder. Store your templates to use at any point for any lead/contract

Deliveries Due

Give your warehouse team access to what is due in by running a simple report, powered by the purchase orders of each contract

Interactive Scheduling

See the impact of moving jobs around on the interactive schedule board, linked to contracts and even each installers Site App

Financials Connected

Create purchase orders and invoices, mark off payments and have all of this connected to your accounts package

Quick Convert to Contract

Quickly convert a lead to a sale allowing different members of your team to ‘set up’ a contract

Contract Management

Every detail of every contract is stored whether live or completed, including documents, images, payments, guarantees, etc.

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.