Installation Company ERP / CRM
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.
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 your CRM so that enquiries are never lost, then manage all your leads in one place with key tools like lead temperature scoring
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
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
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 detail of every contract is stored whether live or completed, including documents, images, payments, guarantees, etc.
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