Business Pilot has launched an Assure Self Certification Export Template, enabling installers to register their work with Assure accurately and efficiently. This new integration simplifies the certification process by allowing users to select Assure as their preferred scheme within the Business Pilot settings.
Once activated, installers can mark contracts requiring certification in the Guarantees section and flag jobs for export at the point of completion. This means information already captured during the normal project workflow is reused, avoiding the need for duplicate data entry. After generating an export file, the document can be uploaded directly into the Assure system, ensuring data is submitted promptly and with minimal risk of error.
Austin Greene, Managing Director of Assure, said: “Our commitment to customer satisfaction is enhanced by adding this export link to our system as it enables existing members and new ones to easily register their installations automatically with our dashboard.”
“We know that compliance can often create an extra administrative burden for installers, and it’s easy for paperwork to pile up,” said Elton Boocock, Managing Director of Business Pilot. “Our aim with the Assure export template is to create a simple, reliable process that uses information already held in Business Pilot. This means installers can focus on delivering great service to their customers, while having peace of mind that certification is being handled correctly.”
By embedding Assure certification within the CRM system, installers gain several practical benefits:
Accuracy: Data is entered once and carried through, reducing the risk of mistakes.
Speed: Certificates can be prepared and submitted more quickly, ensuring homeowners receive documentation without delays.
Efficiency: Installers experience improved compliance management and reduced costs associated with manual data handling.
Elton added: “For us, it’s all about making the installer’s life easier. Compliance is a crucial part of the industry, but it shouldn’t be complicated or time consuming. By integrating tools like the Assure export template, we’re helping our users run their businesses more smoothly, while maintaining the highest professional standards.”
