Our integration with leading payment processing platform Blink Payment enables you to generate payment links and automatically add them to the emails and documents that you send to your customers. It gives customers an easy, straightforward way to pay your invoices.
Blink Payment – payment technology, powered by people.
Blink is a payment technology platform that makes accepting payments easy. It enables your business to take payments online, in person, or from around the world.
Their easy-to-use platform provides a secure and seamless way to offer every payment type your business will ever need.
When you’re a Business Pilot user and a Blink Payment customer, you can connect the 2 platforms to make it easier to manage payments.
This works by generating Payment Links which can then be sent to your customers directly.
The Payment Link takes your customer to a page within the Blink Payment platform, where they can pay the required amount by card, Apple Pay, Google Pay or bank transfer, depending on the service you have chosen from Blink Payment.
Blink Payment connects to your bank and once your customer has paid via the link, the information shows in the Invoice area in the Contract in Business Pilot.
Research has shown that invoices that feature Payment Links are paid on average three times faster than those that don’t. A study also found that 40% of customers who receive a payment link generally pay within 24 hours – compared to just 5% for traditional payment methods.
So, implementing payment technology like Blink Payment can help support good cash flow in your installation business.
The integration can also save you time. You can feature Payment Link placeholders in document templates and BPmail templates so that links are automatically added to invoices, statements or emails.
Email notifications can be set-up so that the right people in your team know when a link has been paid.
Plus, everything can be integrated with Xero for seamless finance management.
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
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