Installation Company ERP / CRM

Feature Focus: Contract Management

Every last detail, stored & accessible

Never lose a document, miss an invoice or look for a message again. Business Pilot is the central information hub for every job you do. From contact information, to quotes, signed contracts and survey dates, agreed installation dates and self-certification job registration. Just like the kitchen is the heart of a home, Business Pilot is the heart of your business.

The Single Source Of Truth

We don’t like to brag, but Business Pilot has been referred to as the ‘single source of truth’ by our Users. And we couldn’t describe it better ourselves…it’s a CRM, business management system, finance system, stock management system and cloud storage system all in one. It’s where you, and your team, can find everything you need relating to every job you do, and information is super-easy to find.

What’s Happening?

The old ‘What’s happening with…’ question becomes a thing of the past when you start using Business Pilot. Every Contract is stored in the cloud, and updated in real-time, so even if there are many actions being done on one contract at the same time, all of the information is up to date when you see it in the system.

More Efficient & Effective

We’re not saying get rid of paper, because we know that for some people, paper works really well. What we’re saying is, think about how much of your business could be moved online to make it more efficient and effective.

Swap paper files for online Contract management in Business Pilot, and you’ll never be looking for a lost purchase order again. Instead of leafing through spreadsheets and leads, you can check the most popular products for the quarter in the Leads and Products management dashboards.

You can even create more space in your office by getting rid of your filing cabinets – even paper records can be scanned and saved in the Business pilot system. And everything is stored in the cloud, so there’s no need for any power-sapping servers onsite!

Here’s a quick run-down of what information is stored in the Business Pilot system…it isn’t exhaustive but should give you a good idea of just how good it is!


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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