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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.
MI Power Upgrade

MI Power Upgrade

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

Quick Wins

Quick Wins

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.

Improvements to Recent Releases

Improvements to Recent Releases

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

New Finance & Reporting Tools

New Finance & Reporting Tools

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

New Features

New Features

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

Changes to Finance Reports/Exports

Changes to Finance Reports/Exports

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

Status Progression Repairs & Enhancements

Status Progression Repairs & Enhancements

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

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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