Installation Company ERP / CRM

In the news

Plan your cashflow with drag-and-drop scheduling

Business Pilot has launched a major update of its drag-and-drop schedule board, giving installers access to a new real-time weekly Fitting Value from its Schedule Board.

It means that if an appointment is moved from one week into the next, as well as being instantly updated in weekly cashflow forecasting, it also shows on the Schedule Board for that specific week, creating an instant visual reference for cashflow, week-by-week.

“It’s one of the really big wins about Business Pilot”, explains Elton Boocock, Managing Director.

He continues: “Every aspect of the system is linked, so you make one change, in this case drag-and-drop an appointment from the schedule board from one week to another, and your cashflow forecasts and weekly Fitting Value is immediately updated.

“What you now also get is that very easy to understand overview on the schedule board. You can glance across, see Weekly Fitting Totals and adjust schedules so that your cashflow is sustained throughout the month, helping you to manage your business more effectively.”

Launched in 2017 and designed by installers for installers, Business Pilot connects the dots between sales, operations and financial reporting, from the moment a lead is registered through to completion and even aftercare.

You can access information on any job any time, or group that information together to see and analyse trends across your business.

Project information to financial reporting is there any time, on any device anywhere installers need it and brought to their fingertips in real-time in an easy-to-understand management dashboard.

The latest round of updates includes a new option to view service call details by double-clicking the entry without leaving the Schedule Board.

There are also options to edit the upper limit on the number of installations or service calls booked in on any given day, so you don’t over-stretch your teams, including maximum full day, half day and auto-booked jobs.

In addition to the innovations in the Schedule Board, Business Pilot has also introduced integration across all digital calendars, for example outlook or Google. This in addition to the API it launched in May with FENSA, which allows members of the scheme to register their jobs instantly without having to fill out FENSA’s own forms.

“We will never be done. Business Pilot is an out of the box solution for running any installation business, but we can always do what we do better and are committed to continuous innovation and improvements to make things even better”, Elton concluded.

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.

See what Joe thinks about Business Pilot

Request a Call Back

  • Hidden
  • Hidden
  • This field is for validation purposes and should be left unchanged.