Installation Company ERP / CRM

Feature Focus: Financials Connected

Finance connected to keep your accountant happy

All of those lovely facts and figures in your Management Information Dashboard are fed by the way Business Pilot beautifully connects all of your financial data. As well as having links to the most popular finance packages used in the industry, you can create invoices and mark off payments in Business Pilot.

Invoices & Job Costs

Within each Contract area, there is a dedicated invoices tab, where you can see all of the sales invoices related to that job. From here you can manually create invoices for the job. If you’re raising something like an invoice for the initial deposit, there’s a function to automatically calculate a percentage of the total job value. You can include a raise date and due date, and when you receive a payment, you can mark an invoice as paid, with the payment method details for future reference. Once created, invoices can then be sent to customers directly via BPmail.

Meanwhile in the Purchase Orders section, there is a dedicated tab to keep a record of the purchase invoices you have received from your suppliers, which correspond to that Contract.

Within the Job Costs tab, you can record any additional costs relating to the job, such as subcontractors, sales commissions, fitting costs and plant/tool hire.

If you have any stock items, such as silicone or trims that might be used, these can be assigned to the job and accounted for in the Stock section, if required.

Protect Your Margins

There are some great little features to help you keep on top of your finance too.

The system will flag if the value on an order confirmation is higher than the value of the Purchase Order. And again later on, if a supplier invoice total is greater than the value of the related Purchase Order, it will flag in the Invoice Queries section for authorisation.

It’s easy to keep a close on finances through the Reports section – which is probably one of the most useful features for MDs, Sales Directors, and finance teams. With one click of a button you can run Sales Invoice Reports, Banking Reports, Aged Debtors Reports, Overdue invoice Reports…you get the picture.

It’s been designed to give you a top-level overview day-to-day and the opportunity to dig deeper whenever you need to, giving you peace of mind and keeping your accountant happy!

Connect The Dots

By now, we’re sure you know how much we dislike double data entry and that extends to the numbers too! We’ve developed links with the leading financial software packages so you can easily get your financial data into your accounts package.

If you use Xero, we have a direct link to the system. For Sage and QuickBooks users, there’s an easy export option that can then be uploaded directly into the accounts package, without any sorting, shuffling or formatting needed.

This means that if all of the features and exports in our system are utilised, Business Pilot becomes the single point of data input for your entire business.


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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