Installation Company ERP / CRM

Feature Focus: Dashboards & Grid Views

Always see what you need to see

Oh, who doesn’t love a dashboard! A quick-glance reference point to show you the data that really matters to you and your role. And our grids are easily personalised by selecting the columns that give you the right information straight away. You can even save different grid views so you can always see what you need to.

CRM Dashboards

As well as pre-created Sales, Marketing, Operations, Status, People & Sales Areas and Leads & Products dashboards in the Management Information area, we have preset dashboard options for each of your team. These can be set as defaults so that your team see what’s most important to their role as soon as they log-in.

Dashboards feature things like the day’s appointments and calls, tasks that are due, a notification feed and summary blocks for sales, surveys or service calls.


There are a number of grid windows within the Business Pilot system, giving you a quick view of your enquiries, contacts, leads, contracts, orders, stock, service calls and job costs.

Each grid has a number of columns that you can select or deselect to see the information that’s most relevant to you. The columns can be filtered and sorted, just like in an Excel spreadsheet. You can also drag and drop them into an order that works best for you.

Our saved Grid View function is great, because once each grid has been personalised to your liking you can save that view and easily jump to it each time you are in the system. It’s just another helpful time saver in the Business Pilot system that fits around how you want to work.


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 your CRM so that enquiries are never lost, then manage all your leads in one place with key tools like lead temperature scoring

Management Dashboards & Exports

Whilst Business Pilot is collecting all of this information about your leads and customers, the management reporting side will allow you unparalleled visibility of your business

Installers Connected

Your installers get their own App, which receives jobs automatically when you assign them on 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 detail of every contract is stored whether live or completed, including documents, images, payments, guarantees, etc.

BP Mail

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 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

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

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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