Business Pilot, the only CRM platform made for installers by installers, has unveiled the BPsite Report form; a handy new feature of its well-established BPsite app which effortlessly creates and files comprehensive progress reports for onsite audits, encompassing multiple images and comments.
Suitable for installers as well as onsite surveyors, the feature allows users to take numerous pre- or post-installation images – with the opportunity to add important information surrounding potential, established or resolved issues – and save it as a PDF report.
And what’s more, each image can also be edited and annotated within the Site Report function, allowing installers to visually highlight issues with ease.
“The BPsite Report offers a full and specific reporting facility for onsite concerns, such as snagging,” said Elton Boocock, Managing Director, Business Pilot.
“The BPsite app could always take photos, but the addition of the Report form enables a series of photos and notes to be recorded, all as part of one report.
“So, for example, while onsite, you can take a picture of a window you’ve installed, or one that you’re surveying, and then just below it, you can add in the location and any additional notes or comments that you would like to make. You can also edit the image by drawing an arrow, for example, highlighting the issue to make it instantly clear to see.
“You can then continue to add multiple images and information, and once you’ve finished, it produces a PDF report that is specific to that property or installation. This means installers don’t need to rummage through multiple files all pertaining to the same project – it is all held in one easy to locate report.
“This facility is something you would typically see as a standalone application, but we have built everything into the Business Pilot platform, adding even more value for our users.”
BPsite Report simplifies post-installation snag reporting for installers, and makes highlighting any remedial parts required, a breeze. And for point of survey, if there’s restricted access or anything specific about a particular frame that needs flagging, it effortlessly communicates these details too.
Once completed, users can submit the report, generating a PDF copy which will be saved under the Documents tab, with images, locations, and additional notes recorded.
“We’re constantly working to improve efficiency for our users,” added Elton. “BPsite Report is a quick and easy way for diligent installers and site surveyors to record the details and progress of any onsite issues, streamlining their operations and enhancing their professionalism in the process.
“Alongside Business Pilot’s numerous other handy integrations, we think Site Report will prove to be an invaluable tool.”
