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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.
Lead & Purchase Order Updates!

New Options for Raising Credit Notes

New options added when raising credit notes, now allowing for raising credits directly against a specific invoice. Whilst you have always add the option to

Lead & Purchase Order Updates!

Lead & Purchase Order Updates!

Lead Contact Information – Add Contact Name, Phone and Email Addresses for Install Address Occupiers here. If the installation requires a separate contact from the

REPORTING, FINANCE TOGGLE AND NEW PLACEHOLDERS

REPORTING, FINANCE TOGGLE AND NEW PLACEHOLDERS

Areas Updated: Balance Outstanding Report, Aged Debtors Report and Job Cost Report, Cash/Finance toggle, VOIP telephone ability, MI Marketing Report, New Placeholders. BALANCE OUTSTANDING &

Manage Multiple Schedule Boards

Manage Multiple Schedule Boards

Reason For Update: We have now added the option to run more than one schedule board in BP, splitting your teams out to manage different

Internal Chat comes to Business Pilot

Internal Chat comes to Business Pilot

Reason For Update: You heard right, chat has come to Business Pilot. We first opened up a notification centre to update you with upcoming events,

New placeholders, diary update etc.

New placeholders, diary update etc.

NEW Placeholders Is it time to update your email templates or document templates? We’ve added even more placeholders so you can pull through even more

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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