Wave goodbye to double data entry with our certification scheme links. We’ve made great relationships with leading certification bodies, including FENSA, to make it much quicker to register your jobs with them so you can get Building Regulation Compliance Certificates for your jobs where needed.
For many installation companies, registering jobs with certifications schemes to notify the relevant authorities and receive certificates can be a long-winded and time-consuming process. But since it is a legal requirement to register jobs with the local authority via building control or through a self-certification scheme, it’s a crucial part of your business process.
Manual data entry is not only repetitive and a time-sap, but also pretty dull work. The margin for error is high, especially if multiple jobs are being registered at once. We knew there was another way which is why we joined forces with certification schemes in our sector to help make your life easier!
With our FENSA and Certass connections, you can register your jobs with them quicker and without inputting any data at all!
The FENSA API (direct integration) link allows you to register jobs in their system with the click of a button! All information is carried over from the contract, in the guarantees tab, where you can input certification-specific data including installation date and the number of windows and doors that have been fitted.
If you’re a Certass member, you can use our export template to register your jobs. In the guarantees tab in the contract, you’ll find self-certification fields specific to registering work in the Certass portal, including the install date and the number of products fitted. Then you will find your export in the reports area.
It’s easy to get your FENSA API link set-up too – head to our how-to guide for straightforward, step-by-step instructions!
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
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