How to integrate Xero Accounting with Business Pilot
We have made it easy to integrate Business Pilot with Xero. You can choose between a direct (automatic) integration using our Xero API, or use a more manual ‘export/import’ approach. The Exports tab in our Main Menu lets you export Customer Invoices and Job Costs into Xero with our manual Xero Integration while also extending […]
How to import items into Sage accounting?
We have designed exports for Sage to make it easy to integrate Business Pilot with your accounting software. Besides combining the key features of both systems, you can also extend your reporting capabilities. The Exports tab in our Main Menu lets you import Customers, Customer Invoices, Customer Payments, and Job Costs into Sage with our […]
How To Integrate With Tommy Trinder
To start using the Tommy Trinder API, you need to firstly log in to your Tommy Trinder account – e.g. https://youdomain.tommytrinder.com/signin Once signed in, navigate to your Profile via clicking the Person icon at the top right of your screen and then clicking My Profile. Under the next menu, click on API Access: Here you […]
How To Integrate With Fensa
How To Setup the FENSA and BP Link: Step 1 Sign in to the FENSA portal (hyperlink to https://fensaonline.com and navigate to Company Details in the menu on the left. Step 2 Click on API Key from the circular options Step 3 If you have not previously generated an API key the […]
How To Integrate With Xero
This process will guide you through how integrating your Business Pilot system with Xero. Please see our Xero Integration guide here.
How To Change Your Main Job Card To Product Type or Product Interest
To Do This: Product Type is the main colour on this job card within the Schedule. Within your Main Menu, head to the Admin section, select Manage Schedule and Manage Settings. Scroll down and under the main job card toggle, you can select Product Type and Product Interest. Scroll down and select ‘Update’ once complete. […]
How To Export Notes to Excel or PDF (Contact, Lead, Contract)
To Do This: Within the Contact page, head to the Activity’s tab and select Notes. Select ‘Export to Excel’. Select ‘Enable Editing’ if you’d like to make any changes. Selecting ‘Export to PDF’ will create a PDF document of the notes. Please, note this document can not be edited. The same process can be replicated […]
How To Update Details of The Images And Documents
To Do This: Within your Lead or Contract, head to the Documents tab. Select the blue edit button beside the document. Make any relevant changes and select ‘Update’ once complete. The same process can be replicated in the Images tab. Select the blue edit button beside the image and make any relevant changes. Select save […]
How To Deactivate A Product Type
To Do This: Head to the Main Menu, and select ‘Manage Product Types’ under the Admin section. Select the blue edit button beside the Product Type and unselect the ‘Active?’ tick box. Select ‘Update’ once complete. To reactivate the Product Type, select the edit button again and select the ‘Active?’ box. Thank you for […]
How To Reactivate a Closed Service Call
To Do This: In the Main Menu, head to the Service area and select ‘All’. Select the search icon besides a Closed Service Call. Scroll down and 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. Select […]
How To Disable BP Mail Notes
To Do This: In the Main Menu, head to the Admin section and select ‘Manage Settings’. Scroll down, and select the Disable BP Mail Notes toggle. If you feel the notes are clogging up your Notes area, this may be a good option for your company. Select Update once complete. Remember- We do include these […]
How To Make Use of The Scheduling Role
To Do This: In the Main Menu, head to the Admin section and select ‘Manage Users’. Select the blue edit button beside the user and scroll down to the roles. Select the ‘Scheduling’ role – which enables the user to schedule and move jobs. A user holding a full licence without such a role included […]
