Window and door design and quoting software tools have been a game-changer for the double-glazing industry. Connecting these tools to Business Pilot takes your business’ digital evolution to the next level. Seamless connections mean your design and quote information perfectly syncs with the Business Pilot system, to make quoting and selling jobs faster and more straightforward.
Still using pen and paper to draw out quotes? Spending hours collating quote information after every customer visit? Inputting customer data into countless systems?
Switching to digital systems will not only save you bags of time, but also make quoting faster and more efficient – which can only be a positive thing!
There are some amazing tools out there to help you design, quote and sell more jobs every week and we’re working closely with them to build connections with the Business Pilot system to make your life hassle-free!
Business Pilot has an automated link (API) with Tommy Trinder’s Framepoint® App. You can use the App to sketch out windows and doors, use the home visualiser, price up jobs and create quotes.
Customer information that is held in the contacts and leads sections in Business Pilot will automatically appear in the Framepoint App, without needing to re-enter any information.
At the same time, any quotations, survey information, contracts and purchase orders that are created within the Framepoint App are shared back into Business Pilot.
We’ve also linked Business Pilot with Windowlink’s Focus (Window and Door) and Vector (Conservatory) sales and survey software.
This connection is done by importing leads from your Business Pilot system into the Windowlink software system. Then, once the job has been quoted and surveyed, those documents can be uploaded into Business Pilot with the contract and any other important documents.
All the information is then stored in your contracts area, for easy, 24/7 access for your whole team.