Installation Company ERP / CRM


Installation and Service Updates

In addition to the main updates, highlighted on Friday’s blog, which included our brand new Calendar Syncing, we have also rolled out several tweaks and extras as well. To revisit our latest blog, please click here.

Search by Install Contact Name through the search facility

You have the install contact name, number, and email within the Lead page. We have made the Install contact name searchable within the search bar at the top of the page. Perfect addition to the Install Address Ref, where you can place your customer’s reference too (again, searchable).

‘Delivery Address’ placeholder for Purchase Orders

We introduced a toggle with one of our recent updates to suggest whether the delivery was due on your premises or customer site. We have now introduced a placeholder that will pull the company address over to the document/emails for on-site deliveries and the customer’s installation address for those off-site.

To understand how to create or update your documents, please see this blog.

Reactivate a ‘Closed’ Service Call

When ‘No further action’ is pressed to update the status of such call as closed, there was only an option to create a new call; sometimes, this could have been closed off by accident. Now, if you untick the ‘No further Action’ box, this will reset the status of the call as ‘live’, where you can continue to manage it as an ongoing call.

Installation Address added to Job Cost Report.

For a quick recap of what the report offers and where this lives, within the contract page, under the finance tab, where your job costs are kept safe and protected in the Finance tab, under ‘Job Costs’, you will find a new ‘Job Profit’ report. This report is to show individual job profitability and margin.

This report will give you a profit/performance statement for each job showing the total Gross Profit against the Invoiced Value and any Job Costs raised.

Supplier Contact Type Locked

We have now locked the Supplier Contact type; why you ask? Well, if you happen to provide items for your suppliers as customers, then as you add a ‘lead’, or ‘contract’ it changed the contact type from ‘Supplier’ to ‘Lead’, or ‘Customer’, meaning the supplier would drop out of the drop-down list when adding Purchase Orders, or Job Costs. We have locked this to resolve the inconvenience of resetting the contact type after that.

If you do supply to your suppliers, we would advise having two contacts set up, one for purchases and the other for sales, to avoid any confusion.

Business Pilot has a continual development cycle, and all new features are included within your subscription. In fact, as a user, we encourage you to ask for more! That way, we all benefit from a continually improved system.

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