How To Add a Purchase Order, Record a Delivery and Record a Supplier Invoice
To do this: Head to your Main Menu, and select a Contract under Live Contracts. Click on the Purchase Order tab and select ‘Add Purchase Order’ at the bottom. Select your supplier and enter your own supplier reference (We recommend the Contact name and Contract number). Enter an Estimated Delivery Date (Work to your Lead […]
How To Understand User Roles & Permissions
To do this: In your Main Menu, head to Admin and select ‘Manage Users’. Click the ‘i’ and this will load a detailed PDF on what roles and licences can do specific things around the system. A Super Admin role allows a user to do and see everything within the system. Whereas a user with […]
How To Add a New Team or Team Type to your Schedule Board
To do this: Head to the Main Menu, down to Admin and select ‘Manage Team Types’. Select ‘+ Add New’ and enter the name of the Team Type. Select whether they are a ‘Fit Team’ and a colour, which will appear on the schedule board. Select Update. Once added, head back to your Admin section […]
How to Find an Answer to a Support Query or Report a Support Issue
To do this: Our website’s Help Centre has an extensive range of knowledge on the system. The Knowledgebase is split into four key areas and within each section you’ll find various videos on how to do things around the system. We also have a ‘Frequently Asked Questions’ section. And a ‘Recent Update’s page where’ll you […]
How To Change your Business Pilot Password
To do this: On the Business Pilot login page, click the ‘Forgot Password?’ link at the bottom of the page. Enter your email address and click ‘Submit’. You’ll be sent an email from Business Pilot. Click on ‘Set New Password’ and you’ll be directed to a new webpage. Enter a New Password and re-enter this […]
How To Manage your Schedule Settings and Reasons for Deletion
To do this: In your Business Pilot Dashboard, click on ‘Admin’, ‘Manage Schedule’ and ‘Manage Settings’. Here, you’ll be able to alter any of your weekend settings within the schedule. You can change the main colouring on your job card based on Product Type or Product Interest by clicking the toggle. To add any Installer’s […]
How To Create an Email Template
To do this: In the Main Menu, scroll down to ‘Admin’ and select ‘Manage Email Templates’. Select ‘+ Add Email Template’. Select your Template Type, enter the Name of the email (within the system) and the Email Subject line. In the Email Content box enter the opening line of the email. The dropdown box on […]
How To Create a Document Template and Add It To Business Pilot
To do this: Open Microsoft word and create a 1 x 2 table in your header. Maximise the table to the size you require. Insert your logo in the left-hand column of the table. Use the insert tab, select ‘Picture’ and ‘This Device’ to select your chosen image. Re-size the image if needed. In the […]
How To Deactivate and Reassign a Licence to a New User
To do this: In your Main Menu, under ‘Admin’, Select ‘Manage Users’. Select the ‘Edit’ button on the user you’d like to deactivate. Scroll down to the Licence and change this to ‘Select’. Scroll down to the Licence and change this to ‘Select’. Change the ‘Is Active?’ toggle to ‘Suspended’. And select Save. At the […]
How To Set Up Your General Company Email
To do this: In the Main Menu, scroll down to your Admin Section. Select ‘Manage Settings’. Enter your Company name in the ‘From Name’ box and enter the company email address you’d like to use. Enter the SMTP Host/Server, if you are unsure of this please contact your IT department. Enter the SMTP Port e.g. […]
How To Set Up Your User Email
To do this: Click on the user icon on the right-hand side of the screen, click Manage Settings in the users account. Type your full name in the From Name: (this will be visible to your Customers). Type in your email address. Enter the SMTP Host/Server, if you are unsure of this please contact your […]
How To Add A Job Cost
To do this: From the dashboard, select ‘Contracts’ and ‘Live Contracts’. Select the contract you need and select the Finance tab at the right-hand side of the page. Select the ‘Job Costs’ tab and ‘Add Cost’. Enter the Supplier, Cost Type, Invoice Reference and Invoice Date. – The credit toggles allows you to select whether […]
