Updates

At Business Pilot we have a continual development process. We know that our system is industry leading, but you only stay industry leading by continually looking to the future and thinking ‘if only this was possible’ and then finding a way to make it possible. This section is where we post about our recent updates and even bug fixes. Lets face it, a system this big will have a few bugs appear from time to time, but it’s the speed in which we fix them that matters, and there’s nothing we like more than to squash those bugs! We actively encourage our users to help us re-invent the future of what is possible from Business Pilot.

Survey Required?

Survey Required?

Survey Required?

Reason for update: We’ve added a field in the lead below the Sales Person field which is one of the ‘Yes/No’ switches with the label

6th December 2019

Bug Fixes

Bug Fixes

Bug Fixes

Reason for update: Here’s a brief overview of all the bug fixes and small changes we completed this week. We have improved the Delete Cost

26th November 2019

Lead to Sale Process Update

Lead to Sale Process Update

Lead to Sale Process Update

Reason for update: Previously, when you marked a lead as sold it would create the contract and place it in a holding area under the

15th November 2019

Alerts on the Schedule Board

Reason for update: Previously, you were able to drag and drop and ticket in the schedule with no warning or confirmation. We have added a

14th November 2019

Add Additional Lines on Purchase Orders

Add Additional Lines on Purchase Orders

Add Additional Lines on Purchase Orders

Reason for update: Previously, when you went to add a Purchase Order in Orders > Purchase Orders you were unable to add more than one

13th November 2019

Move Lead Feature Added

Reason for update: Previously, if you added a new lead to the wrong customer, or if a lead needed transferring for whichever reason. You would

12th November 2019

Try Business Pilot for Free

As part of our free trial, we will send a whole series of 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 us on 0333 050 7506 or use the live chat facility.

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