How to Add Your Trustpilot Reviews as a Widget
Head to the Main Menu. Click Admin. Go to ‘Manage Company’. Towards the bottom, left-hand side of the screen you will find a field to paste your Trustpilot Widget Code in. When finished press ‘Update’.
Integrating the web to lead form with your website
This process will guide you through integrating the Business Pilot web forms with your website. To start us off go to your web browser and navigate to the login page Login to Business Pilot using your email address and password. Now go to the menu by clicking the 3 grey lines next to your logo […]
Business Pilot Installer APP Walkthrough
The business Pilot Installers App is really easy to use and integrates fully with your Business Pilot system. It is cross device and independent of any ‘platform’. So, it doesn’t matter what brand of phone, what mobile network, what version of the phones ‘operating system (OS) you are running.
How to Reactivate a Contract on Hold
Head to the Main Menu. Click ‘Contracts, ‘Live Contracts’. Click the edit button on the Contract you are looking to reactivate. Find the ‘On Hold’ button underneath the Contract Status. Click once and the button will turn green and display the word ‘Active’ Click update to the bottom right-hand side of the page.
How to Amend Supplier Delivery Dates
Head to the Main Menu. Click ‘Orders’. Click ‘Deliveries’. Find the Purchase Order you would like to amend the delivery date for. Change the ‘Estimated Delivery Date’ to the new date of delivery. If this was a confirmed delivery please change the date in the confirmation box to the right, if this was provisional the […]
How to Take a Holding Deposit and Place the Contract on Hold
Head to the Main Menu. If you have a Holding Deposit already saved as an Invoice Type move to Step 7. Click ‘Admin’, ‘Manage Invoice Types’. Press ‘+Add New’. Enter the Name, Default Invoice Text, Default Paid Text. Click ‘Credit’, if this is a Credit Invoice Type. Press ‘Update Click ‘Leads’, ‘Live Leads’ in the […]
How to Deactivate Document Types
To deactivate a Document type you will need to have the Super Admin permission, if you do not have this please ask your manager to carry out this task. Head to the Main Menu. At the bottom of the list click ‘Admin’, click ‘Manage Document Types’ Press the pencil icon on the left-hand side of […]
How to get to the Contract Page from the Schedule
Head to the Main Menu. Click ‘Schedule’, ‘Full View’. Double click on the ticket for the Customer you are looking into. In the top-left hand side corner you will have the Contract Job Details with a blue number which is the Contract number. Click here. This will load the Contract page.
How to Log In on your Desktop
Open Google Chrome, as recommended or a compatible browser. Type in your company URL for example demo.app.businesspilot.co.uk. Type in your email address and password. Click ‘Remember Me’. Press ‘Login’. Google may suggest saving the password you have just entered, this is based on company/ personal preference.
How to Log In on your Phone or Tablet
Open your browser. Type in your Company URL. Click ‘Go’ Type in your email address. Type in your password. Click ‘Remember Me’ Press ‘Login’.
How to Assign a User to a Fitting Team
Head to the Main Menu. Click ‘Admin’, ‘Manage Users’. Find the User you are looking to add on a Team Click the pencil icon to edit this record. Assign the team, under ‘Team’. Press ‘Save’.
How to Download our App on Android Devices
Go to Google Type in or click mobile.businesspilot.co.uk Log in with your credentials. Click where it says ‘Add BP to Home Screen’ Press ‘Add’ The link will now appear like an app on your mobile home screen.
