Installation Company ERP / CRM


Recent Amendments & Fixes

Reason for Update

Business Pilot goes through development each week and is being improved behind the scenes, we’ve got some great updates on the way to you.

Let’s see what we got up to last week…


Attachment Record: Sending an email though Business Pilot saves a copy of this within the customer page within the notes section, we have included file names of the attachments into this note so you can see exactly which documents were included. 

Multiple Emails: If a contact has two email addresses, this will show in a drop down menu allowing you to select which email you would like to send to. We had previously lost this functionality when we introduced the CC/BCC work. This also works in the Purchase Order page, which links to your suppliers records. To send an email to another address please type this in and hit the enter key to register this.


The signature fields and notes section were carrying through a small selection of code when copying and pasting text from an email document. We have amended these, 

Order Receipts

We have introduced Purchase Order receipts in our notes section, once a Purchase Order is sent through to a supplier a copy of the email will save in the customers contract notes.


We’ve expanded here at Business Pilot and are becoming International, you may find Republic of Ireland VAT Codes beneath the usual UK codes, please take care when selecting these. These will take into consideration VAT holidays, including the recent once for ROI to provide financial support during the COVID-19 pandemic.

Nominal Codes

We have developed Business Pilot to include Character Nominals Codes. This may not impact your business personally, but has helped more businesses come online who use QuickBooks.

Secondly, the nominal code for Customer Payments is defaulted to 1204 as standard, we have included this column in the nominal codes page to make this default customisable as this appears in the Customer Payment Export 

Business Pilot has a continual development cycle and all new features are included within your subscription. In fact, as a user, we encourage you to ask for more! That way, we all benefit from a continually improved system.

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