Installation Company ERP / CRM

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Custom Fields come to Business Pilot

The industry’s best Business Management system is now even better, thanks to custom fields.

For anyone keeping up with the massive list of updates that we release on Business Pilot, it is easy to see how relentless our development programme is. So many of the updates are driven by our users and they help to maintain Business Pilot’s position as the number one system for installers. Custom Fields are a result of this collaboration between the Business Pilot Community.

So what are custom fields, and how do they help?

Quite simply, you can add custom information (fields) to either the leads or the contracts side of Business Pilot. These fields can be various types, such as simple Yes/No, through to Currency or even dropdown lists etc.

Recording information is one thing, but tracking and reporting on this specific information is what makes our Custom fields really useful. Whatever you set up as your custom fields, can be added to your grid view (of information e.g. contracts) and also filtered on, sorted by and of course exported.

Business Pilot is so much more than just custom fields and our Business Pilot Community of users know the power of the system. But do you?

There are so many things that you can record, track and optimise by using Business Pilot. And where you want to analyse something that is specific to how you run your business, now you have custom fields to make sure you have everything you need at your fingertips, in one system.

Would your business run smoother if you had Business Pilot at the heart of your office, helping you to run a more efficient, more profitable business?

Why not take a free trial and decide for yourself, whether Business Pilot could be helping you and your team.

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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