Installation Company ERP / CRM

Feature Focus: Tasks

Keep on top of things with Tasks

No more writing to-do lists or emailing your team to remind them of actions that need to be completed…that’s the dream! With the Business Pilot Task function, you can assign tasks to different users, manage your own task list within the dashboard, set deadlines and see when tasks are outstanding or overdue.

No more Taskmasters…

Obviously, we would all love to have Greg Davies, the Real Taskmaster, presiding over all of our businesses and making sure that all tasks are completed correctly, consistently and on-time…but now you’ve got Business Pilot for that.

Task setting is an easy way to assign actions to your team and monitor when those actions are completed. It gives a good overview of everyone’s workload and helps your team to deliver consistently high standards of customer service.

Task Deadlines, Reminders & Completions

Whenever a Task is set, there is the option to set a date and time due by – great for doing a callback at the time requested by the customer. You can also set reminders for tasks, which flag as a notification for the user that the task is assigned to. The reminder notification has a link which takes the user directly to the task details.

It’s a simple ‘click the tick’ button to mark tasks as completed, and this can be done within the task, or be completed on the main grid, which is just perfect if your users are completing lots of tasks in quick succession!

Task Overview

The ‘All Tasks’ page option in the Contacts, Contracts and Leads sections, gives users oversight of Tasks within each of those areas, so you can check whether Tasks have been completed and see a record of all Tasks for all users.

If someone in your team moves to a new role within your business, or even leaves the business altogether, there is the option to ‘Close’ all Tasks. You can also reassign them all to another user in the system, such as a team leader or new starter.

Template & Default Task Settings

In every business, there are repetitive tasks that are crucial, but time-consuming. But nobody needs any additional repetitive tasks in their lives if they can avoid it, right? Thankfully, we have Task Templates.

Task Templates can be set-up to remind users what actions need to be taken at in order to mark that task as complete. For example, it might be that the Task is to follow-up on a quote that has been sent, and you want them to record any call attempts or left voicemails in the notes section. That prompt will be automatically attached to any Task that uses that Template!

These Task Templates can also be used when you are setting up rules within your Status Progressions. So, you could create a rule that when you progress from ‘Quoted’ to ‘Mark as Sold’ the system requires you to ‘Add Task’. The ‘Add Task’ pop-up in this rule sequence could now automatically pre-fills with a description such as ‘Draw up Contract’.


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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