Updates

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.

When importing customer invoices, Xero only uses the customer name to decide which customer record inside of Xero to assign the invoice to. Therefore, if

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

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

Sales Report Our Sales report examines leads sold that have been converted into a contract, this does not include the contracts within ‘Sales to Confirm

Lead Contact Information – Add Contact Name, Phone and Email Addresses for Install Address Occupiers here. If the installation requires a separate contact from the

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 &

Reason For Update: We have now added the option to run more than one schedule board in BP, splitting your teams out to manage different

Reason For Update: You heard right, chat has come to Business Pilot. We first opened up a notification centre to update you with upcoming events,

NEW Placeholders Is it time to update your email templates or document templates? We’ve added even more placeholders so you can pull through even more

Reason For Update: We are constantly trying to push our system forward and add more and more value to you, our users. Based on your