Updates

Reason For Update: Here’s a brief overview of all the small changes and improvements we completed this week. We’ve amended the grid content display on

Reason For Update: Concerned about Covid-19 safety whilst working in people’s homes? We’ve introduces a built in Covid-19 Assessment feature. It helps your team follow

Reason For Update: Whether business goals are to set company direction or provide motivation, they should be specific, measurable, achievable, and timely. Business Pilot have

Reason For Update: We have expanded our Marketing Column to the Live Leads Excel Export, now you can filter in the Contact, Lead and Contract

Reason For Update: We have added Finance to our Payment Methods, if you have chosen to offer financing to your customer base, you can log

Reason for update: Here’s a brief overview of all the bug fixes and small changes we completed this week.  The Leads & Products Dashboard within

Reason For Update: Processing Icon Added to Email: In order to eliminate duplicate email sending the ‘Send Email’ button now turns to a ‘Processing’ icon

Reason for Update: In order to keep improving our user experience you will now be able to email documents straight from the system rather than

Reason for update: This has been on our development plan for sometime and we are delighted to say we have now managed to complete a

Reason For Update: Email Template List: To allow comprehensive email templates we have added all of the ‘Document’ Placeholders to the email template list. Meaning

Reason For Update: We have updated our ‘Document’ Placeholders. Placeholders are used to pull data in from different areas of your system. The first task you

Reason For Update: It is not uncommon for materials and ancillaries to be required after the start of an installation and can be frequently ordered