Installation Company ERP / CRM

In the news

FENSA registration at the click of a button

Business Pilot and FENSA have announced a new partnership, which will allow window companies to register their installations with the government-authorised scheme with a click of a button, reducing the possibility of errors, and saving time and money.

From this month [April 2022] FENSA-approved window installers who are also signed up to the Business Pilot CRM tool will be able complete the FENSA registration of an installation without dedicating extra time, manpower, or extra resources to the procedure. They simply click a button as part of the completion process and all the information is sent across.

“If a window installation company is already using Business Pilot to manage their projects and resources, then all the information needed to complete the FENSA registration process has already been recorded by the system,” Elton Boocock, Managing Director of Business Pilot, said. “Thanks to our collaboration with FENSA, we’ve included a small step on the project timeline that allows the user to send that information across without having to leave the software.”

Business Pilot is completely cloud-based, which means that several people form the same company can manage a project seamlessly and from multiple locations. The CRM tool follows a project from lead to completion, with complete oversight of all elements, including sales visits, surveys, and installation. All information is logged in the same place, including accounts, relevant emails, and technical drawings.

Lis Clarke, Operations Director of FENSA, said accessing FENSA from within Business Pilot was part of the strategy to make professionalism within the industry straightforward.

“At FENSA, we are always looking to make like a little bit easier for our members,” Lis said. “We know that some companies bulk input their data once a month, or they pass over the responsibility to someone else in the team. While we already have labour-saving processes in place, double-entry of data and delaying registration can lead to errors.

“With the new Business Pilot integration, we use the information that has already been entered and double-checked, which means FENSA certificates are more likely to be delivered to the homeowner on time and error-free.”

These benefits also offer cost savings, so FENSA-approved installers should see an immediate improvement to their bottom line because processes have been removed.

“Business Pilot is all about professionalism, about driving up standards and profitability within your company, so it is a natural development for us to work with professional bodies to easily and efficiently record all relevant certificates as part of the platform,” Elton said.

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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