Installation Company ERP / CRM

Feature Focus: Interactive Scheduling

Tear down that T-card board

Oh, our Interactive Schedule Board…loved by fitters, installations managers, business owners and office teams all over the UK. The live schedule board allows you to drag and move jobs around and see the impact. Fully linked to Contracts, Purchase Orders and the Diary, our Schedule Board will walk all over your T-Card Board…no offence!

Drag It, Drop It, Done!

Scheduling and confirming installation dates has never been easier. The Business Pilot Interactive Schedule feature was a complete game-changer when it was launched, and it is still one of the most popular features with users.

Job cards are pulled through to the Schedule Board when they are ready to have an installation booked and these cards sit in the holding bay at the top of the screen. There’s always a notification at the top if there are installations to be booked.

During the Contract process, there’s the option to set the number of fitting days required and this can be booked on the schedule board in full or in part, to work around the availability of your fitters.

Hovering over each card shows the details of the Contract and double clicking the job brings up an overview of the Contract details and Purchase Order information as well as a quick link to the Contract area in case you need more information.

There is also the option to build customised boards to suit your scheduling methods. Many Business Pilot users have customised boards for installation, project or product types – so you could have one scheduling board for aluminium jobs and another for glazed extension projects. They can also be built for groups of fitting team types.

Bookings Confirmed

The Schedule Board has been designed with clear visual clues to help you review it at a glance. Colour-coding is used to reference job type and product type, to make it easier to assign jobs to the fitters with the right skills.

Provisional Jobs are partially opaque with a rounded top corner and Confirmed Jobs are a completely solid colour and square, so it’s easy to see what can be moved around and what can’t.

As an extra safety measure, you can Lock confirmed jobs on the board, so they can’t be dragged or moved around by mistake.

Dot, Dot Dot, Dash…

As well as colours and different opacities, there is a small ‘Progress bar’ at the top of each card, which directly relates to the Purchase Orders associated with that Contract. If there are no bars visible on the card, it means that there are no raised purchase orders on that Contract.

One dot means that there has been a purchased order raised, but delivery dates are still estimated. Two dots mean that delivery dates have been confirmed by the supplier and a sold bar means that all items on the Purchase Orders associated with the Contract have been marked as Delivered. So, when you’re moving round your bookings, you know immediately if the products will be ready in time – so smart!


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


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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