Installation Company ERP / CRM
Installation Company ERP / CRM
Although the whole Business Pilot system can be used anywhere, anytime, from any device, sometimes, its easier to use an App. So, we thought, why not give you both! Now, you don’t have to choose, and our apps are included within your subscription. No need to pay extra for apps
Business Pilot take a refreshing approach to using apps within your installation business. We know that often the same person has multiple roles within your organisation. For that reason, we don’t have a suite of apps, just one app that covers only the areas your user needs.
All you need to do is assign different ‘roles’ to a user and the app will intelligently provide the right tabs for that individual. It could be sales and survey, survey and service, install and service, or any other combination that works within your business. Now that makes so much more sense.
Business Pilot App users from every role report how using the App has made their work more accurate and has led to better margins on work and a better customer experience. Our App is great for users, great for the business and great for customers alike.
Choose a role below to find out more
Within the Survey section of the App, surveyors can see their appointments and the key details for the appointment just as they would in the main Business Pilot system. Whilst on site, the surveyor can add notes, upload documents and photos, make voice memos all within the app and instantly accessible from the main system by any other user with access to that job. Now the office have live updates from site on every survey their surveyors are on.
The Install section of the App allows installers to see their jobs and the key details for the job, all live from the main Business Pilot system. Update a document in the office and installers can see it instantly on site. Users can mark whether a document is accessible on the app for ultimate flexibility. The installer can add notes, upload documents and photos, make voice memos all within the app. These are instantly accessible from the main system by any other user with access to that job. Now the office has live updates from site on every installation.
© Business Pilot (CRM) Ltd
We know that you will see straight away how Business Pilot can help your installation business. So, the best way for us to let you see that is through our Free Trial. We have pre-loaded the trial with Demo data for you so that you can see how the system works immediately. Go ahead, have unrestricted access and then you can decide whether Business Pilot will work for you.
