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Installation Company ERP / CRM

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.
Installation and Service Updates

Installation and Service Updates

In addition to the main updates, highlighted on Friday’s blog, which included our brand new Calendar Syncing, we have also rolled out several tweaks and

Major Update: Personalised Dashboards

Major Update: Personalised Dashboards

Reason For Update: Whether you hold an Office role, Sales, Operations or Survey and Service/ Remedial. We now have a dashboard specifically designed for you.

Manage Sales Periods available

Manage Sales Periods available

We have carried out a development to allow the option to configure your Sales year by calendar dates or customer weeks, periods & quarters. All

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 &

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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