Being an organisational superstar is easy with the Business Pilot diary. Integrated with all the other BP features that have appointment bookings, the diary is designed to not only keep you on track, but also give visibility of where everyone is at any one time, making it easier to book new appointments and meetings.
Appointments for salespeople and surveyors are easily booked through the Leads or Contract areas.
Simply select their name from the drop-down menu in the Sales person or Surveyor field and choose the book now option to open up the Diary in the window.
This way the appointment will be pre-populated with the information, for speed, but you can make any adjustments you want to.
The diary also links with the Service Call area so any follow-up or remedial visits can be easily booked. This can also be done via the Service tab within any Contract.
Appointments can also be booked directly through the main Diary area and there’s a drag and drop function for rearranging them as required.
Once appointments are in the system, that information is pulled through to a number of areas within the system.
Users will see their appointments for the day on their own dashboard. The Sales Management Dashboard (which Sales Managers and Directors LOVE, by the way!) shows the whole team’s sales appointments for the day.
The Appointments tab within any Lead or Contract keeps a record of all diary appointments associated with that job. Installation bookings are recorded under the Fitting tab, which pulls in data from the Interactive Schedule Board.
Whenever an appointment is booked, changed or cancelled, a system note will be automatically created within the Lead or Contract too, so there’s a clear trail of what’s happened and when.
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
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
Business Pilot is integrated with more than 7,000 Apps, including MailChimp, Google Drive, VOIP systems, Microsoft Teams, Facebook via our integration with Zapier
© Business Pilot (CRM) Ltd
