We’ve been in your shoes — running trade companies and struggling with generic CRMs that don’t meet each businesses unique needs. That’s precisely why we developed Business Pilot: a CRM designed specifically for tradespeople, by tradespeople. With numerous companies across various trades now benefiting from our bespoke solution, isn’t it time you joined them? Experience the Business Pilot difference — because your business deserves software that’s as dedicated as you are.
Run a better trade company
Navigating the complexities of trade jobs requires a robust, intuitive solution tailored to the unique demands of the industry. At Business Pilot, we understand the challenges faced by builders, electricians, plumbers, and other trade professionals who need to manage multiple projects, schedules, and teams efficiently. Our trade job management software is specifically designed to streamline every aspect of your operations, from initial job scheduling to final invoicing. By enhancing communication, automating administrative tasks, and providing real-time insights, our software allows you to focus on delivering quality work without being bogged down by paperwork and manual processes.
Whether you are managing a single project or multiple jobs across different sites, our trade project management software offers the flexibility and control you need. It’s more than just trade management software – it’s a comprehensive tool that integrates all facets of your business, helping you increase productivity, reduce errors, and improve customer satisfaction. With Business Pilot, you can simplify your workflow, keep your projects on track, and ultimately grow your business with confidence.
Manage and adjust your schedules effortlessly with our intuitive drag-and-drop interface. This feature ensures all tasks are organized and deadlines are met efficiently.
Keep all client and project information in one centralised system. This ensures seamless communication and easy access to essential data for everyone on your team.
Manage your business from anywhere with our fully functional mobile app. Whether you’re on-site or on the move, stay connected and updated in real-time.
Assign tasks and actions for Business Pilot users in your company and even @ tag them to alert them to important information in your own internal chat system
Generate invoices directly from the job site and track payment statuses. This feature simplifies billing and improves cash flow with integrated payment options.
Every contract detail is stored whether live or completed, including documents, images, payments, guarantees, etc.
Of course, to see why Business Pilot is the best choice for trade project management , have a look at our free trial and dig around yourself. We can even carry out a demo to show you around, but in the meantime, here are just some of the reasons we know you will love the system.
Optimize your project management process from start to finish. Business Pilot excels in trade management software by integrating lead management directly into your CRM system. By connecting our system to your website, you ensure that no inbound lead is ever missed. Every lead and contract is meticulously tracked through detailed contact records.
While lead management is a standard feature in CRM systems, Business Pilot distinguishes itself with advanced capabilities tailored specifically for the trade industry. Our trade job management software provides robust tools for converting leads into contracts and maintaining comprehensive records. The sales management reporting is uniquely crafted for building companies, offering insights and analytics that drive success.
Additionally, our trade project management software includes a FREE mobile app for your sales team. This app allows your sales representatives to upload images, voice notes, and messages directly into the Business Pilot system in real-time, ensuring your sales manager has all the necessary information even before the rep returns to the office.
Experience how Business Pilot’s trade management software can transform your lead conversion process and enhance overall project management efficiency.
Business Pilot offers an interactive scheduling board that simplifies job assignments and tracks tasks efficiently. This tool allows you to see the impact of moving jobs around and ensures that your team is always aware of their schedules. It is particularly beneficial for managing installations, helping you plan and adjust schedules in real time to meet project demands.
All client and project information is stored in one centralised system, allowing for easy access and updates by all team members. This ensures that everyone is working with the most current data, reducing miscommunications and delays. Business Pilot’s CRM system helps track all interactions, documents, and project details, making it easy to manage client relationships and project statuses from lead generation to project completion.
Business Pilot hooks up your purchase orders with your contracts in one easy system so you can be completely confident that products have arrived in time for installation date, accurately monitor margins and job costs and record when products arrive where they need to be.
With Business Pilot’s mobile app, you can manage your business from anywhere. The app allows field teams to update job statuses, access project details, and communicate with the office in real-time. This mobility ensures that your team can work efficiently regardless of their location, providing updates and capturing site details on the go.
| Feature | Business Pilot | Capsule CRM | Pipeline CRM | BuilderPrime |
|---|---|---|---|---|
| Mobile App | Yes | Yes | Yes | Yes |
| Real-Time Scheduling | Yes | Yes | Yes | Yes |
| Offline Capabilities | Yes | No | No | No |
| Customer Support | 24/7 | Business hours (UK & US) | Business hours | Business hours |
| Pricing | Competitive | Moderate to High | Moderate to High | High |
| Integration and Flexibility | Seamless integration with major contractor apps like QuickBooks, Xero, and payment gateways | Integrates with Xero, Mailchimp, Google Workspace, and more | Integrates with Mailchimp, Google Workspace, and more | Integrates with Angi, CompanyCam, Google Calendar, and Apex Chat |
Your Business Pilot subscription provides a comprehensive solution with our trade project management software. This all-in-one system handles everything from remedials and service calls to guarantees and more. With Business Pilot, you can manage all your financial reports within the platform and effortlessly export data to your accounting software, ensuring a seamless integration with your financial processes. Our trade management software is designed to boost your efficiency, consistency, and profitability.
When it comes to trade job management software, your Business Pilot subscription covers it all! Enjoy unlimited postcode lookups to streamline address management, and effortlessly upload as many documents and images as needed without any storage limitations. Additionally, our trade project management software comes with top-notch support and training. Access a wealth of help videos and our comprehensive online knowledge base 24/7, ensuring you always have the resources you need to maximise your use of our system.
Experience the full range of features included in your Business Pilot subscription and discover how our trade management software can enhance your operations and drive your business forward.
Yes, our mobile app allows you to manage your tasks and access crucial information even without an internet connection.
Our software manages subcontractor details, assign tasks, and tracks their progress all within our platform.
Business Pilot is designed to scale with your business. Whether you are a small operation or a large enterprise, the system can adapt to your needs.
As part of our Business Pilot free trial, we will send ‘how to’ videos to help you get to grips with the Business Pilot Installation company 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.
© Business Pilot (CRM) Ltd
