Installation Company ERP / CRM

Installation Company CRM

A business management system built for installers by installers

One size fits all CRMs just don’t work for installers. We know. We run installation companies and that’s why we decided to build an installation company CRM specifically for you. And us! Now with so many installers joining Business Pilot, isn’t it time you came onboard?

Installation company software

There are lots of CRM’s available that work for any business. There are even a variety of digital tools for installers that do ‘some’ of the things you need. What was missing before Business Pilot and is still missing outside of Business Pilot is a single tool, some Installation company software (call it business management, CRM or even ERP) that helps you to run a better installation company in every area of your business.

The best part is that we are not finished yet either. We don’t ever think we will be. We listen to all our installation company customers and ask them what challenges they face on a day-to-day basis. They are often the same challenges we face of course. Where we can dream up a solution to the challenge, we get to work.

status section and map section in our crm for builders
So, what makes Business Pilot so different for installation companies?

Of course, the best way to see why Business Pilot is the best choice for a CRM for installations companies is to take the free trial and dig around yourself. We can even carry out a demo to show you around. In the meantime, here are just some of the reasons we know you will love the system.

window installer erp | door installer erp

From start to finish we have you covered
Convert leads to contracts

Business Pilot starts with lead management. You can connect the system to your website to ensure you never miss another inbound lead. It separates out the concept of a contact (person) and an lead (opportunity), so you might have multiple leads for the same contact. Through the contact record you can see all the leads and contracts that person has had with you.

Lead management is standard to CRM systems, but where Business Pilot comes into its own is how you convert leads to contracts and maintain all the right information. The sales management reporting is designed specifically for installation companies too. That’s all before we mention the free App that sales users can use in the field. Your sales manager will be receiving images, voice notes, messages etc. all into their Business Pilot system before the rep has arrived back at the office!

crm for builders converting leads to contractsI
crm for builders managing contracts

Transform how you run your window and door installation business

The biggest headaches for installation companies are typically in the management of the contract once it is won. How to ensure goods are ordered, confirmed, and delivered ahead of the install date and at the correct cost. Business Pilot is the most comprehensive business management system available in this area. Within the contract you can set up how many install days will be allowed and the value of each purchase order. Once the contract is setup correctly in the system, Business Pilot has your back. If an invoice comes in that falls outside of the tolerance you set for price creep, it will be flagged to you for further sign off. Our users have saved thousands from this feature alone.

Based on the number of days you have set for an installation; you are presented with cards to add to your interactive schedule board. This is the heart of the system and allows you to see your installations at a glance. If you need to add more days to an install, you simply explain why. All of this is used for your reporting and helps to highlight why you are not making the expected margin on any specific job. If you haven’t seen the schedule board inside Business Pilot, you should take the free trial. Just this feature will transform how you run your installation business.

Everyone follows the correct process every time

It’s not just the schedule board though. Our Status progression feature allows you to map all of your internal processes into your Business Pilot system and then have everyone follow the correct process every time. You can see where each lead or contract is getting stuck and even have the system automate certain tasks like sending emails at key points in the process. Because you can set as many ‘progressions’ as you need, you could have a progression for each type of lead or contract you take on. If things change, you can move leads or contracts to a different progression. It is the perfect blend of creating consistency in your business without being so rigid that your own processes tie you up in knots!

Your surveyors and installation teams are not left out. They get to use the free App providing the information you want them to have, whilst on site. You simply tag documents in the system that you want visible on the App. As you book appointments for your teams, those jobs appear in their App automatically. Again, within the App, users can upload photos and messages etc. These are all automatically added to the right contract. Imaging having photos of every completed installation ready in case your customer calls in to discuss your work.

pc showing how our software allows all members of the team to access information in real time
business pilots subscription includes everything
Your Business Pilot subscription includes everything

Remedials and service calls are dealt with in our CRM software, as are guarantees etc. You can run all your financial reports within Business Pilot and easily export data to your accounting software. The whole way Business Pilot has been designed is to be intelligent and take the heavy lifting out of the job for you. Using Business Pilot as your installation company CRM will make you more efficient, more consistent, and more profitable. Don’t take our word for it though. Take a free trial and even speak to other Business Pilot users. After all, we have just skimmed over some of the features that you get access to as part of your subscription.

Talking of subscriptions, your Business Pilot subscription includes everything! Use unlimited postcode lookups for addresses or upload as many documents and images as you need without running out of storage. Even our App is free for all users. We have the best support and training in the industry with so many help videos and the knowledgebase for 24/7 access to the best way to do everything. Go ahead and sign up for the free trial and see for yourself why Business Pilot really is the best installation company CRM.

Business Pilot’s CRM system is designed with the unique needs of installation companies in mind. It offers specialised features such as lead management tailored for multiple opportunities per contact, advanced contract management with cost control and scheduling, and real-time financial reporting. These functionalities are developed to address the specific challenges faced by installation companies in managing leads, contracts, installations, and financials, making it a more suitable choice than your normal generic CRMs​​.

Business Pilot offers features like lead management, contract management, interactive scheduling, purchase control, sales process management, service history tracking, web-to-lead integration, management dashboards, document templates, and financial connectivity. These features are designed to streamline operations, improve efficiency, and enhance profitability​.

Yes, Business Pilot seamlessly connects with other software systems, including accounting, design, and quote softwares like Xero, Tommy Trinder, and Windowlink. This integration capability ensures that your existing tools work in harmony with Business Pilot for an efficient workflow​.

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 installation company erp system, 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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