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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.
Finance Features

NEW FINANCIAL AND INVOICING UPDATES

Reason For Update: We’re bringing a new fresh look to Business Pilot, with various visual & feature updates like the Management Information, Reports and now

Enhanced Reporting at your fingertips.

Enhanced Reporting at your fingertips.

Reason for Update: In line with recent MI improvements we have enhanced and simplified the Reports section. With a new layout and flexibility on report

MI Power Upgrade

MI Power Upgrade

Reason For Update: We are delighted and excited to announce a major overhaul of our MI & Reporting area in BP. As you know we

Quick Wins

Quick Wins

Reason For Update: We have some quick fixes and small pieces of development being released this week including improvements to Documents Active Contact Excel Export

Improvements to Recent Releases

Improvements to Recent Releases

Reason for Update: With recent updates running in, this week we’ve improved the Xero (Customer Invoices Export), fixed a request within the PO page and

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

Reason For Update: We have made some improvements to a selection of our Reports to include the Deferred Income report, Work in Progress and the

Status Progression Repairs & Enhancements

Status Progression Repairs & Enhancements

Reason For Update With more and more companies using Status Progression to their advantage, with your help we spot various enhancements and improvements to the

Lead Area Modifications

Lead Area Modifications

Reason For Update We have made some changes to the lead area to include filter optimisations, additional permissions to ‘view only own sales’ for sales

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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