Installation Company ERP / CRM

Feature Focus: Certification Scheme Links

Self-certify your jobs with one easy click

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.

Save Precious Time & Resource

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!

Self-certifying Jobs, Made Simple

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.

Easy API Set-up

It’s easy to get your FENSA API link set-up too – head to our how-to guide for straightforward, step-by-step instructions!


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 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


Management Dashboards & Exports

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 Connected

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


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 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


Certification Scheme Links

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


Connects to your Other Tools

Seamless connections with the other software systems you use, from accounting to design and quote software including Xero, Tommy Trinder, Windowlink & more


Stock Management

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


Status Progression

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


Branch & Group

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


Zapier Integration

Business Pilot is integrated with more than 7,000 Apps, including MailChimp, Google Drive, VOIP systems, Microsoft Teams, Facebook via our integration with Zapier


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.

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