Installation Company ERP / CRM

Feature Focus: Stock Management

Managing stock, from what’s in the van, to what’s on order

The Business Pilot stock function can be used in a number of ways – as a simple stock allocation system for consumables such as trims, screws and silicone or it can be tied to nominal codes and job costings within contracts to deliver super-accurate reporting and help you monitor profitability on every single job.

Stock, managed

Lost count of the number of times your fitter has ‘nipped to Screwfix’ in the middle of a job, because they’ve not got enough bits and pieces? With the stock management function, you can monitor what you’ve got, what you need to order and what stock is already assigned to jobs.

Set current stock levels, monitor stock value and set minimum stock levels, so you’re notified ahead of time if the team are going to run out. You can add as many items and different products as you like to the system – it’s completely personalised. And as with all of our grids, you can filter, search and export data as and when you need to.

Supplier Management & Stock Orders

In the stock system, you can also store supplier details, ready for when you need to order new items. This can be done with individual items, where with the click of a button a form will open pre-populated with all the stock and supplier information. You can also raise a stock order for multiple items if you buy lots of things from one supplier, this works in the same way as creating regular purchase orders in the system.

Assigning Stock

The Stock function can also be used to assign stock to individual jobs – there’s any easy drop-down menu so you can find what’s in stock and assign whatever quantities you need to a contract in the Business Pilot system.

If the stock you need isn’t available, the system can generate a Stock Assignment Query and notify the relevant people so that in can be ordered in time for the installation – easy peasy!

Trade Counter Benefits

The Stock function is perfect for customers who have trade counters and want to keep a close eye on their stock levels whilst managing leads, sales and finances.

No more running in the back when a customer calls to see if you’ve got a tube of brown silicone – with a quick search on Business Pilot, you can check stock levels, assign it to the customer and raise their invoice before they even walk through the door!


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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