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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.
Latest List of Template Placeholders

Latest List of Template Placeholders

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

Purchase Order Amendments

Purchase Order Amendments

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

Survey Required?

Survey Required?

Reason for update: Previously the system allowed for a surveyor allocation to all leads meaning if one was not required then the contract information would

Improved Guarantee Fields

Improved Guarantee Fields

Reason For Update:  Previously Self-Certification was referred to as FENSA so this has been changed because we wanted to introduce the more recognised universal term

Bug Fixes

User Experience Improvements

Reason for Update: Here’s a brief overview of all the bug fixes and small changes we completed this week. Fixes: Under Finance, Job Costs the

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

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

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

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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