Installation Company ERP / CRM

Feature Focus: Deliveries Due

Managing ‘goods in’ has never been easier

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.

Signed, Confirmed, Delivered, It’s Here!

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.

Supporting Scheduling

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!

Audit Trails & Supplier Management

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’.


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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