Installation Company ERP / CRM

Feature Focus: Design & Quote Software Connection

Window and door sales software seamlessly connected

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.

Let’s Get Digital…

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!

Tommy Trinder Integration

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.

Windowlink Integration

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.

Straightforward Set-up

We’ve provided clear instruction on how to connect Business Pilot with Tommy Trinder or Windowlink – just check out our easy how-to guides in the knowledge base.


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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