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.
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 enquiries instantly and grade them by temperature so the sales team hits the hottest leads first.
Seamless Sales Handover
Transition a won lead straight into a live contract, pushing all site photos and communication history directly to the operations team.
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.
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.
Connected to the Tools You Already Use
Business Pilot connects directly with the industry's leading financial, compliance, and supply chain platforms. By automating data flow between your office, site teams, and partners, you eliminate double entry, remove errors, and keep your jobs moving forward.
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 structured task reminders that ensure your sales team are always on top of leads.
Interactive Schedule Board
Move jobs with ease and see real time availability across your teams.
Streamlined Purchase Orders
Generate clean purchase orders directly from your contract specifications to minimize office admin.
Supplier API Connectivity
The ability to link directly with major industry fabricators and suppliers to transfer data smoothly.
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.
Deliveries Due Reports
Give your warehouse team instant visibility over incoming goods with simple reports powered by live contract purchase orders.
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.
We spend less time searching for information and more time on productive work
Kelly Easthope,
Director
Business Pilot has streamlined our entire operations from start to finish.
Lianne Crumly,
Customer Relations
An all-in-one package, we use it for consolidating job information with use of only a few other background programs now rather than many.
Daryl Reed
Project Consultant
Business Pilot gives me 360 degree visibility of what’s going on within the business.
Simon Culmer
Director
..without Business Pilot, we would need more staff to keep on top of general admin.
Liam Payne
General Manager
Tasks that once took hours are now completed much quicker...
Kim Holloway,
Operations
As we have grown I cannot imagine doing it without having Business Pilot with us along the way!
Leanne Houghton
Director
Business Pilot is the whole package for any company within this industry, starting with the lead, completing the invoice, keeping track of stock used, with the end result of a profit. Amazing package.
Frances MacGruer
Accounts & Operations Manager
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.
Introducing Phases
This release introduces the Phases framework, designed to help users [...]
Grid Views, Address References and more
While our development team puts the finishing touches on a [...]
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 [...]
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.