Give your warehouse team access to what is due in by running a simple report, powered by the purchase orders of each contract, or give them a log-in to the system so they can make live updates when things are missing from deliveries or to confirm delivery of items for each job.
The Business Pilot Deliveries area is directly linked to Purchase Orders, so the information is always accurate and up to date. Within the Purchase Order area, there are fields for expected delivery dates and confirmed delivery dates, which can be updated as supplier orders are placed and confirmed, giving a clear rundown of what deliveries are expected on each day.
The Delivery grid can be filtered by date and exported as a PDF or Excel document to be used as a daily Delivery checklist if required. Or it can be done directly within the system – it works around how your business works!
As deliveries are confirmed, they are marked as delivered, which shows on the contract so that other departments can see when everything has arrived.
Delivery information talks directly to the Interactive Schedule Board, so you will always have your products delivered in time for the install date – we know, amazing, right?
On each Job Card within the schedule board, there’s a space at the top so you can see everything related to Purchase Orders and Deliveries for that contract, at a glance.
If the space is empty, with no bars, it means that no Purchase Orders have been assigned to that contract – which could mean that your products haven’t even been ordered yet.
One dot means that a PO has been raised with a provisional delivery date, Two dots = confirmed delivery date.
A solid bar is the one you’re looking for – it means that all items on the POs associated with that contracts have been confirmed as delivered, so get that install date locked in!
Even when things are running super-smoothly with your suppliers, accidents can happen. Whether it’s a scratched composite door slab, broken glass unit or missing window handle, within the Deliveries area, your team can record any details about missing items or issues and update the delivery dates live in the system. This flags within the Schedule Board, so you can see where you might need to move things around if products won’t arrive in time for a planned installation date.
As well as helping on a live job-by-job basis, this information is saved in the Purchase Orders grid, so you have an overview and audit trail of any issues. You can filter the grid by things such as ‘Supplier Name’, ‘Remakes’, ‘Reason for Remake’ or ‘Delivery Shortfall Reason’.
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
© Business Pilot (CRM) Ltd
