Updates

Complete your tasks as you action them The task completion can now be completed on the main grid – and it works a dream. Complete

Where can you find it? On the right-hand side of your Business Pilot screen alongside the ‘?’ and profile icon there is a new button

«ContractInstallTeam» Placeholder We’ve added «ContractInstallTeam» to the email and document templates so you can advise customers which fit team will attend their installation, great for

We have added a new role in BP ‘Sales Admin’. For continuity this has been automatically added for all users so that they can still

New Job Card Layout You will notice some changes to the job cards. Colours have been softened to make the board easier on the eye,

Reason For Update: We’ve introduced maps, for both the diary and the schedule board allowing users to see where they are, what area’s they are

Reason For Update: We collate your feedback and suggestions, and we look to include these in our development schedule alongside our larger development pieces. – here’s

Schedule Reasons for Deletion We have readjusted the Schedule settings to include Reasons for Deletion; you can now add additional reasons as required, which has

In case you missed it please check out the new grid customisation works we pushed live earlier this week. Default Columns in Lead Within each

Visual Overhaul In line with the new theme within the Ops Dashboard and Reports you will notice that we have changed the display of the