Installation Company ERP / CRM


Get Connected at the 2023 Business Pilot Training Day

The Business Pilot training day returns to Birmingham on Wednesday 4th October 2023 and we would love for you to join us!

If you’ve not been to a BP Training Day before, you’re missing out!

Whether you need a refresher, want to learn how to utilise different BP features, or just need your team to brush up on their Business Pilot knowledge, our training day focusses on the areas of the system that we are asked about the most so you can run even more of your business through Business Pilot.

Wednesday 4th OCTOBER 2023

Clayton Hotel, Birmingham

Albert St, Birmingham, B5 5JE

Taking your Business Pilot Power to the next level

We choose topics that will benefit your team the most.

They are ‘next level’ topics – this training day will take you from being a BP User to a BP Expert.

The sessions assume a working knowledge level of the system, and as we do hundreds of updates every year, there’s always something to learn!

This year, we’re focussed on

APIs, Connections & Exports

How BP-connected are you?

Learn more about our API integrations, connections & export functions, so Business Pilot can become the central hub for all of your business information, saving you and your team hours of time.

We have built connections with the most popular sales, certification and finance software in the industry, including Xero, Quickbooks, Sage, FENSA, Certass, Tommy Trinder and Windowlink.

Next-level Reporting & Management Information

Streamline and optimise your reports to get the right information you need, when you need it and get top tips on system clean-ups so that your data is as accurate as possible.

The Reporting and Management Information areas give you a clear overview of what’s going on in your business – but how can you make the most of these reports and use them to boost profits?

Whilst this session is suitable for business owners and directors, it would also be helpful for anyone in your team who manages staff activity or regularly reviews overall business performance.

The All-mighty Trio: Documents, BP Mail & Templates

They say: ‘Three is the magic number’, and we couldn’t agree more…The all-mighty trio of documents, BP mail and templates come together to slash admin time for your team, leaving you with more time to do the important stuff!

In this session we’ll share best practice tips on making the most of BP mail and our document storage as well as how to create perfect document and email templates that will save you bags of time, every, single, day.

Making Status Progressions Work For Your Business

Status progressions are one of the most customisable features within the Business Pilot system and they can be used to process map any operation within your business.

Anecdotally, we know that lots of BP Community members use status progressions for the initial lead follow-up and sales process, but once it converts to a contract, they get left behind.

Let us show you how status progressions and pipelines can transform every step of your business, from purchasing to aftercare and everything in between.

Stock, Job Costs, POs & Delivery

Some of the most underutilised features in the system, we know that some businesses think that they don’t need our Stock Management feature. But how do you keep track of what’s lying round at the unit or in the van and what you need to buy more of? And when it comes to job costs do you always add on the trims, silicone and other bits and pieces so you have a true picture of individual job profit?

If you don’t this session is for you! It’s all about tying up these everyday operations with your finances and, of course, making life easier for your team (and your accountant).

Something new...

Get the first-look at our new launch…more details coming soon!

We are staying with the format that worked so well last year. There will be three sessions during the day, using two rooms to enable you to pick three of the four topics. We recommend bringing a few people from your team so that you can spread out and cover all the areas by sending the people to the most relevant subject.

What others have said about the Business Pilot open training days

Book your ticket to business success!

Tickets for the training day in Birmingham are just £70 each or £260 for a team of Four. This includes all day refreshments and lunch.

These events are a great way to reward your team by giving them the time to learn more about the tool that is designed to make their life easier.

If you do need more than four tickets, just let us know when we call to discuss the details. You can also book into multiple events.

We are consistently told, the more training we do, the more areas we use on the system!

If you’re staying over, please let us know and we can meet you at the bar!

Use the booking form below to book your training now. We will send you all of the details and look forward to seeing you and your team on the day.

Training Day Form

Step 1 of 3

  • Your Details

The rundown

A day guaranteed to add value!

09:00 - 9.30

Breakfast: Meet and Greet

09:30 - 10.30

Introduction, APIs, Connections & Exports


Coffee Break



Choose from 1 of the following:

Next level Reporting & Management Information
The all-mighty trio: Documents, BPmail & Templates



Choose from 1 of the following:

The all-mighty trio: Documents, BPmail & Templates
Making Status Progressions work for your business





Choose from 1 of the following:

Making Status Progressions work for your business
Stock, Job Costs, POs & Deliveries


Coffee Break



Details coming soon…

Naturally, we will then finish the day off at the bar!

Here’s another chance for you to network with other installers using Business Pilot.

Share your experiences, tips and tricks, and hear theirs. Find out how they are finding trading conditions, and simply get to meet others in the Business Pilot Community’. This is a great part of the day and leads into a great evening for those staying over.

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