Installation Company ERP / CRM

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An intelligent stock system

Business Pilot stock tools flow through your entire system in ways only possible with the industry’s best business management system so how does it work and why do you need it?


When it comes to creating a successful CRM system, Business Pilot have more than the basics covered. It felt only right and fair to create a bespoke stock management system to take our user’s system to the ultimate, next level. This bespoke development has allowed businesses to create a smooth, efficient, and successful way to run their stock. So, what’s it all about?


Essentially, Business Pilot’s stock system can be used as a simple stock allocation system or tied to nominal codes and job costings for even more accurate reporting and profitability. We want you to get the best out of your system so having the ability to make this stock system your own is what makes it so special.



From adding stock, managing your stock list and raising stock orders, our stock system really has it all. Stock is such a pivotal part of so many installation companies, so it wouldn’t be right not to include this integral part of an active business’s journey.


It doesn’t stop there. You can assign stock to a customer contract so you’re always on top of your jobs. It pretty great for your fit teams, as you know, they’ll always have everything they need to run a smooth installation. So many businesses have been there, all the products are ready to go, but wait, ‘we don’t have enough of these particular cill’s’. Well Business Pilot has it covered, and every aspect of your business is taken care of.



The system even runs ‘stock queries; to notify you when stock allocation has been unsuccessful. All you need to do is enter the information and the system will do the rest for you. That’s pretty epic.


You can manage your stock deliveries, run reports and set specific users to receive emails when stock is low. That way nothing slips through the cracks. And it get’s even better; if you’re running various branches or groups you can assign stock to specific branches. Throw your clipboard and pen away, you no longer need them. With extensive details such as these, you’ll always be on top of where your business is at. We really do provide all the tools you need for you to run your business in the best and structured way possible.



There are so many key elements to our extensive stock system, we’d rather you see it for yourself. Try our free trial and give it a go. You’d be silly not to. If our user’s love it, we know you’ll love it too.

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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