Installation Company ERP / CRM

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Why we love our site App

It’s not long ago that we first heard the phrase ‘there’s an App for that’. And there really was. So many Apps, and lots of them about as useful as a chocolate fireguard! When Business Pilot set out to consider an App, we spent a lot of time thinking about how it would be used in real life, and the result has placed it firmly on our Why We Love list. Let’s look at why.

The first thing to note is that it is one App for any Business Pilot user that needs to do something on site. We realised that every company is different. Some have dedicated service engineers, some have dedicated surveyors. Some have the same person doing both roles, others have the sales guy doing surveys, whilst others may have fitters doing service calls.

The last thing anyone wants is to have an App for every separate task they do. Think for a second if you had to come out of your ‘Sales’ App, to go into your ‘Survey App’. It’s nonsense in the real world, so we went with the approach that the App is for the person, and everything they do within Business Pilot.

At the same time, you don’t want an App that has every possibility in it, even though you only use one. Don’t worry, we covered that off! The App hides any areas that you don’t use. It does that in conjunction with the next really cool feature.

We realised that if someone in the office had to ‘send’ things to someone’s App, that was another job to do. We are all about saving you time, not giving you extra work. The solution was easy. Since Business Pilot knows what each user is doing every day, the system can send all the relevant information to the right person’s App. Be it an appointment, or an install, address details or documents and images.

All you have to do, is use Business Pilot as you would anyway and the right person’s App will populate with the right details, at the right time. For example, drag and drop a job onto someone’s row on the schedule board and that job will now appear in their App. Instantly.

Because all images, documents, notes etc. are contained within the contract, which is connected to the job on the schedule board, the system takes care of sending everything to the person making the site visit.

This works really smart with the way we add images and documents in Business Pilot. At that point, you choose whether that item should be visible in the App. It means at the time of sending the job to the App, you don’t need to do anything else.

Since everything is real time, when the person on-site adds notes, images etc. they are all available instantly within the main Business Pilot system, attached in the right place, for the right customer’s lead or contract.

What’s more, if the person on site has no signal or WiFi, the information is stored on their device and simply sent when a connection is established.

The best thing about the Business Pilot App is that it considers how an App will be used in a real environment. It was built, and is developed, based on the way you would ideally want to work, not what a techie thinks should be done. After all, our own installers use the App. It’s the beauty of having a system built for installers, by installers.

So, the question is, when you log in to your CRM system, or use whatever system you currently use, can you send things to a site worker just by dragging and dropping jobs onto a schedule board, or booking them into an appointment? Do they get everything they need, without you having to specifically set it up for them? Do you get instant feedback from a job with images, documents etc. delivered directly into the right place in your system? If not, just imagine what having that would do for your business. And how much easier your job would be. That’s why we love the Business Pilot App.

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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