Installation Company ERP / CRM

Feature Focus: Service History

Service calls managed & evidence stored

Manage your Service Calls so that they don’t become a drain on your time and profits. Log each call and assign jobs to your Service Engineer or Installers, review common callouts, and check how they affect the profit margin on each of your jobs. Images and notes can be added to the Service log for a full-service history record.

Service, please!

From time to time, things happen. A faulty handle, a door that needs some adjustment, or a customer who just needs some extra peace of mind because things aren’t looking how they expected them to.

Your business may be large enough for you to employ a dedicated service engineer, or you might book service calls around your fitting team’s schedule. Either way, you need to be able to schedule them in, keep track of them and monitor how much they are eating into your profits.

Is it a certain product that’s causing the headaches? Or is there a fitting team that could with some extra training to make them more effective? You can work it all out with our Service function.

Schedule Your Services

The Service function integrates with our Schedule function, just like when you’re booking installations. They are separately colour-coded, so you can see at a glance how many you’ve got booked in for the week. Within the Service call booking, you can add important information for the User carrying out the Service call, including the type of call, reason, route to get there and a time allocation for the call. All the Contract details are also to hand, for customer contact details, address and of course, the link to Google Maps – a feature that fitters love!

As with any appointment booked within the Business Pilot system, Service call bookings can link with BPmail, so your customers receive email confirmation of their service call and there are specific Email Template placeholders to automate these messages.

Service Calls also link to the Site App so that service engineers can see key details for each job. Engineers can add notes, upload documents and photos, and even make voice memos which are instantly accessible from the main system by any other user.

Managing the Cost-of-Service Calls

Once the Service Call has been completed, the service engineer has access to the Service Call response form, where they can record what the outcome of the call was, if another visit is required, the route of the issue and the time they were on site. There’s also a toggle to indicate if the customer has signed off the issue and if any further action is required.

The Service Call grid can be exported as an excel document or PDF for your records, or so you can see a snapshot of what Service Calls are still live and what’s been rectified that particular week. You can also use this screen to keep an eye on how many hours are being spent on Service Calls, so you can analyse the cost of callbacks.


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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