Generic CRM systems often fall short for roofing professionals. At Business Pilot, we understand the challenges of running a roofing business first-hand because we manage installation companies ourselves. That’s why we created a specialised roofing company CRM that also functions as complete roofing company management software.
Trusted by a growing number of contractors, Business Pilot brings together CRM, scheduling, and roofing project management into one powerful platform. If you’re looking for the best roofing business management software to run your company more efficiently, Business Pilot is built specifically for you.
Run a Better Roofing Company
Business Pilot is revolutionising the industry by combining the efficiency of CRM technology with the power of full roofing business software. Designed for roofing companies and contractors, our platform merges sales management, customer relationship management, and roof management software into one easy-to-use system.
This all-in-one roofing software allows you to manage enquiries, customer communication, installations, and finances from a single dashboard. More than just a CRM, Business Pilot is purpose-built software for roofing contractors who want better visibility, control, and profitability across their business.
The best way to see the value of Business Pilot is to explore it yourself. Start a free trial or book a personalised demo. In the meantime, here’s why roofing professionals choose us. Our cloud-based roofing company software is designed to reduce admin, increase efficiency, and maximise profits. From lead capture to completed installation, Business Pilot supports every stage of your workflow. Mobile access allows teams to capture site details on the go, while interactive scheduling, contract tracking, and financial management tools keep everything running smoothly. This makes Business Pilot one of the best software solutions for roofing companies looking to scale without adding complexity.
From the moment a customer makes contact, Business Pilot helps you stay in control. Our CRM for roofing and construction businesses connects directly to your website, ensuring every enquiry is captured and tracked.
Each customer record contains a full history of interactions, leads, quotes, and contracts. While many systems stop at lead management, Business Pilot goes further by seamlessly converting leads into signed contracts, a major advantage of our software for roofing businesses.
Our sales pipeline and reporting tools are tailored specifically for roofing and construction companies, giving you clear insight into performance and conversion rates.
With our FREE mobile app, your sales team can upload photos, notes, and voice recordings directly from site, giving managers instant visibility and speeding up decision-making.
One of the biggest challenges for roofing companies is managing installations once a contract is won. Business Pilot solves this with powerful roofing project management tools designed to keep everything on track.
Our interactive scheduling board acts as the heart of the system. Installation “cards” are created based on project duration, allowing you to see every job at a glance. Changes are easy to manage, ensuring delays or extensions are clearly documented and communicated.
This level of control makes Business Pilot more than just a CRM, it’s complete roofing service software built to simplify complex workflows.
Using roofing CRM software like Business Pilot ensures all team members work from the same real-time information. Sales, office staff, surveyors, and installation teams stay aligned, helping projects remain on schedule and within budget.
Our status progression feature standardises your workflows, guiding every job through the correct steps. It highlights bottlenecks, automates key communications, and ensures nothing slips through the cracks.
Surveyors and installers use the mobile app to access drawings, documents, and job details on site. Permissions are fully controlled, and appointments sync automatically, improving collaboration and reducing errors.
Your Business Pilot subscription includes everything you need to succeed. Enjoy unlimited postcode lookups, unlimited document and image uploads, and unrestricted user access, all included.
We also provide industry-leading support, with extensive help videos and a 24/7 online knowledge base. With Business Pilot, you’re not just getting roofing company management software, you’re getting a long-term business partner.
Tailored to the Roofing Industry: Business Pilot is designed specifically for your company, offering features like job costing, project management, and lead tracking tailored to roofing services.
Comprehensive Project Management: Manage every aspect of your roofing projects with tools for scheduling, resource allocation, and real-time updates, ensuring smooth and efficient operations.
Real-Time Communication: Our mobile app enables instant communication between on-site teams and the office, reducing delays and improving project coordination.
Automated Processes: Automate repetitive tasks such as email notifications and status updates, saving time and reducing errors.
Detailed Reporting and Analytics: Track lead conversion rates, job costs, and project performance with in-depth reporting and analytics, helping you make informed decisions.
Integration with Supplier Systems: Easily order, confirm, and track material deliveries by integrating with supplier systems, ensuring timely resource availability.
Excellent Support and Training: Access extensive support and training resources, including help videos and a 24/7 knowledge base, with our team always ready to assist.
Unlimited Storage and Users: Enjoy unlimited document and image storage, and add as many users as needed without extra costs.
Enhanced Customer Relationship Management: Maintain detailed records of customer interactions, warranties, and service histories to improve customer satisfaction and loyalty.
Industry-Specific Features: Benefit from features like interactive schedule boards, job costing tools, and status progression tracking designed for the roofing industry.
Rakeem Porter-Young, Director at Signature Home Improvements talks about why he upgraded from using spreadsheets & shared folders to Business Pilot.
Our free trial offers full access to all the features of Business Pilot for a limited period. This allows you to explore how our software can meet your needs without any initial investment. There’s no commitment required, and no credit card details are needed to start the trial.
Yes, Business Pilot is designed to work seamlessly with various software systems commonly used in the construction industry. This integration capability ensures that you can maintain continuity with your existing workflows and data management practices
We provide industry-leading support and training, including a comprehensive suite of help videos and an extensive online knowledge base that is available 24/7. Our customer service team is also on hand to assist you with any specific inquiries or issues.
Yes, our software includes detailed job costing tools that allow you to track expenses and revenues for each project. This ensures accurate pricing and helps maintain profitability on every job.
Our status progression feature lets you update and communicate any changes in project scope or schedule immediately. You can easily adjust project timelines and notify all stakeholders, helping to manage expectations and keep projects on track.
As part of our Business Pilot free trial, we will send ‘how to’ videos to help you get to grips with the Business Pilot CRM system. Because the system is much more than a regular CRM, we are even on hand to talk you through how other installation companies are using Business Pilot as a business improvement system. If you would prefer to book a call with an existing user before the trial, call our sales team on 0333 050 7506 or use the live chat facility.
