Installation Company ERP / CRM

Trade Project Management Software

Effortless Project Management for Trade Professionals

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

Trade Job Management Software

Navigating the complexities of trade jobs requires a robust, intuitive solution. At Business Pilot, we understand the unique challenges faced by builders, electricians, plumbers, and other trade professionals. Our trade job management software is designed to streamline your operations, enhance communication, and increase productivity, letting you focus on the job at hand without the administrative burden.

status section and map section in our crm for builders
Interactive Scheduling Board

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.

Management Dashboards & Exports

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.

Mobile Access

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.

Enhanced Team Communication

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

Invoicing and Payment Processing

Generate invoices directly from the job site and track payment statuses. This feature simplifies billing and improves cash flow with integrated payment options.

Contract Management

Every contract detail is stored whether live or completed, including documents, images, payments, guarantees, etc.

So, what makes Business Pilot so different for trade companies?

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.

From start to finish we have you covered

Our trade project management software converts leads to contracts

Business Pilot starts with lead management. You can connect the system to your website to ensure you never miss another inbound lead. Through the contact record you can see all the leads and contracts that person has had with you.

Lead management is standard to CRM systems, but where Business Pilot comes into its own is how you convert leads to contracts and maintain all the right information. The sales management reporting is designed specifically for building companies too.

We’ve not even mentioned the FREE App that the sales team can use in the field. Your sales manager will be receiving images, voice notes, messages etc. all into their Business Pilot system before the rep has arrived back at the office!

crm for builders converting leads to contractsI
crm for builders managing contracts

Streamlined Trade Project Scheduling and Dispatch

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.

Centralised Client and Project Management:

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.

Efficient Invoicing and Payment Processing

 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.

Mobile Access for On-the-Go Management

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​.

pc showing how our software allows all members of the team to access information in real time
What Set's Business Pilot Apart
Feature Business Pilot Capsule CRM Pipeline CRMBuilderPrime
Mobile App Yes Yes Yes Yes
Real-Time Scheduling Yes Yes Yes Yes
Offline Capabilities YesNoNoNo
Customer Support24/7Business hours (UK & US)Business hoursBusiness hours
PricingCompetitiveModerate to HighModerate to HighHigh
Integration and FlexibilitySeamless integration with major contractor apps like QuickBooks, Xero, and payment gatewaysIntegrates with Xero, Mailchimp, Google Workspace, and moreIntegrates with Mailchimp, Google Workspace, and moreIntegrates with Angi, CompanyCam, Google Calendar, and Apex Chat
business pilots subscription includes everything
Your Business Pilot subscription includes everything

Remedials and service calls are dealt with in the system, as are guarantees etc. You can run all your financial reports within Business Pilot and easily export data to your accounting software. Our CRM will make you more efficient, more consistent and more profitable.

Talking of subscriptions, your Business Pilot subscription includes everything! Use unlimited postcode lookups for addresses or quickly and easily upload as many documents and images as you need without worrying about running out of storage. We have the best support and training in the industry with so many help videos and our online knowledgebase for 24/7 access.

Trade Project Management Software FAQ's

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.

Try our trade company management software for Free

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.

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