Installation Company ERP / CRM

Feature Focus: Status Progression

Managing the progress of every quote, sale, contract & install

Where do we begin with Status Progressions…they help you map your business processes to the Business Pilot system, track the status of every job, contract, quote and sale, ensure consistent operations across your business and make sure that every customer you have contact with gets the same great service in-line with your company values. So, you could say that we love them.

Whatever You Want

In the words of the great Status Quo: “Whatever you want”. Status Progressions are really clever, because they can be used to monitor, check, guide and alert you to what’s going on with your jobs, at any time.

Think about status progressions like a recipe from a cook book. A process of creating a dish, broken down into small, clear steps, which if followed correctly, in the right order will result in a lovely dinner. Now, let’s apply that to our businesses…imagine writing down every single step you want your team to take to ensure that every job goes smoothly, and you deliver perfect customer service every time…

Pipelines & Statuses

That’s what Status Progressions deliver for your business! For every route a job takes through your business, you can build a Status Progression pipeline, mapping out each of these tasks in the order they need to be done. Each of the steps along the pipeline are called Statuses.

Automating Your Work Life

As each status is reached, there is the option to automatically set an activity that needs to be carried out. So, for example, once you’ve confirmed the installation date with your customer, you can update the job Status to ‘installation confirmed’ which will trigger an email to the customer with written confirmation and send a note to the installation team about the job – amazing, right?

Timings, Audit Trails & Reports

If you know how long it should take between two Statuses in your Pipeline, you can set alerts to make sure that emails and quotes are being sent on time and follow-up calls are always being made promptly.

Status Progressions also give you a clear audit trail of who did what on which job and when, which is always handy if a problem arises down the line. And it’s easy to run reports so you can see the status of all the jobs in your system – which is great for managing your team.


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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