Installation Company ERP / CRM


Improvements & Adjustments

Reason for Update: 
Business Pilot goes through development each week and is being improved behind the scenes, we’ve got some great updates on the way to you. 
Let’s see what we got up to this week… 

We have carried out some small additions to our exporting and reporting side. With the industry enjoying a very busy period it is more important than ever to know where your jobs are at any time.

To start, we have included the Surveyor Name and Date of the Survey into the Lead and Contract page Excel exports, providing further details and enabling you to create your own survey reports and track the progress of Contracts after sale. 


Secondly, we have included the start of the installation in the Job Cost Excel Export, available by selecting Finance on the Main Menu > Job Costs > Export to Excel.


We also had some user feedback that the filter within the fitting tab on the contract had stopped working, only showing the first page of jobs, we have adjusted this and this is now back operational. 

Thank you to everyone that have got in touch regarding an improvement or a bug, we appreciate it. If you’ve spotted something that doesn’t look right please contact              Business Pilot Support on 01494 211152 

We want you to get the most out of your Business Pilot subscription. So, we provide a variety of How To videos and help guides. Please visit https://businesspilot.co.uk/knowledgebase/ for details.

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