Updates

Reason For Update: We have made a number of changes and additions to the Service Call area of the CRM to help with the management

Images are now available to view in APP! Keeping track of progress and issues out on the job site is an essential part of your

Retail, Trade and now All Reports in one. Enhanced Layout The reports results in both Excel and PDF have the same layout as before, with

Sales Dashboard: Our Sales Dashboard now focuses purely on Sales performance information by individuals and areas. The Sales Report includes the Sales People you have

Active Contact Excel Export Fix after Exporting Archived Only The Active Contact ‘Export to Excel’ function was only Exporting Archived Customers, leaving some exports blank.

Description in the Xero Customer Invoice Export Following our recent financial updates we have added a description field in the Export – Customer Invoices for

Reason for Update: Recording payments becomes automatic, Financial Exports to include Xero to offer more flexibility between Business Pilot and your Accounting Software and a

Reason for Update: We’ve put in measures to avoid contact duplication. In addition we have made improvements to our Service Call PDF. See below for

Deferred Income (DI) and Work in Progress (WIP) Reports The DI and WIP reports are set to go by the Revenue Recognition date (please see

Ordering of Statuses with Multiple Progressions We have improved the visual display of statuses in the Lead/Contract banner if there are multiple progressions set. If