Installation Company ERP / CRM

Feature Focus: Installers Connected

Everything your installers need, in one app

We know it’s unlikely that your installers will need to see your enquiry, lead or finance information so we’ve built a dedicated license for them, complete with the free BPsite App – available to download from the App Store and Google Play – for easy access whilst they’re out and about on site.

Install Info In Their Hand

Though fitters can sometimes be reluctant to change, it doesn’t take much time for Business Pilot to win them over. Never again do they need to ring the office to check a postcode, try and get hold of a surveyor to ask a question or drive around the local area, helplessly searching for the address, or somewhere to park!

There’s a direct Google maps link to the installation address as well as a note on the distance and approximate travel time to the location. And within the Contract and Contact Areas, the Sales Rep and Surveyor can add in helpful information for the fitters to be aware of, in the contract instructions, such as parking instructions and any limitations that could impact their installation time.

The way our system is built, also means that there can be separate installation contact details if required. So, if it’s a job fitting a new front door on a rental property, they will be able to see the tenant’s name and telephone number.

All the information is easily accessed through BPsite, so all the information they need for the day is at their fingertips. Right down to the ancillaries and stock that has been assigned to the job.

Easy Uploads Onsite

It’s easy for fitters to share information back with the office too. They can mark the installation as complete and can be prompted to carry out any additional tasks that are required by. It could be uploading photographs of the finished install, asking the customer to sign-off the work, or just adding a note to record any other details from the job.

The system works offline too. So, if the installation is in an area with bad 4G signal, fitters can still make their updates within Business Pilot and once they are back online the information will update in the cloud.

Schedule Board & Fitting Sheets

Key to your fitters getting the right information at the right time is the Business Pilot Interactive Schedule Board. We have so many installation companies telling us that this is the feature that has massively changed how they work.

They’ve got rid of T-cards, spreadsheets and separate diaries and instead use the Schedule Board to plan and confirm install dates, make sure all the products have been delivered for each job and give installers their schedule.

All your fitters need to do is open BPsite in a morning to find their jobs for the day and find all of the information they need.

If your fitters do still prefer paperwork, you can easily run a Fitting Schedule report which can be exported as a .csv file or as a PDF – it’s the best of both worlds!


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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