The Business Pilot stock function can be used in a number of ways – as a simple stock allocation system for consumables such as trims, screws and silicone or it can be tied to nominal codes and job costings within contracts to deliver super-accurate reporting and help you monitor profitability on every single job.
Lost count of the number of times your fitter has ‘nipped to Screwfix’ in the middle of a job, because they’ve not got enough bits and pieces? With the stock management function, you can monitor what you’ve got, what you need to order and what stock is already assigned to jobs.
Set current stock levels, monitor stock value and set minimum stock levels, so you’re notified ahead of time if the team are going to run out. You can add as many items and different products as you like to the system – it’s completely personalised. And as with all of our grids, you can filter, search and export data as and when you need to.
In the stock system, you can also store supplier details, ready for when you need to order new items. This can be done with individual items, where with the click of a button a form will open pre-populated with all the stock and supplier information. You can also raise a stock order for multiple items if you buy lots of things from one supplier, this works in the same way as creating regular purchase orders in the system.
The Stock function can also be used to assign stock to individual jobs – there’s any easy drop-down menu so you can find what’s in stock and assign whatever quantities you need to a contract in the Business Pilot system.
If the stock you need isn’t available, the system can generate a Stock Assignment Query and notify the relevant people so that in can be ordered in time for the installation – easy peasy!
The Stock function is perfect for customers who have trade counters and want to keep a close eye on their stock levels whilst managing leads, sales and finances.
No more running in the back when a customer calls to see if you’ve got a tube of brown silicone – with a quick search on Business Pilot, you can check stock levels, assign it to the customer and raise their invoice before they even walk through the door!
Powerful
See when goods are due in and what margin they achieve, setting tolerances between PO’s and Invoices to manage costs
Sales teams can store and review key documents such as quotes, images, even voice memos alongside sales information throughout the process
Manage all of your service calls and see how they affect the ultimate margin on any given contract, adding images and notes the same as in leads and contracts
Link your website directly to the Business Pilot CRM so that enquiries are never lost, then manage all your leads in one place with key tools like lead temperature scoring and quick convert to contract
The management reporting side of Business Pilot uses all of the information about your leads and customers to give you unparalleled visibility of your business
Installers get their own App, which receives jobs automatically from the schedule board. Their notes and photos are uploaded through the App to the right contract
Create as many ‘standard’ letters as you need with the document builder. Store your templates to use at any point for any lead/contract
Give your warehouse team access to what is due in by running a simple report, powered by the purchase orders of each contract
See the impact of moving jobs around on the interactive schedule board, linked to contracts and even each installers Site App
Create purchase orders and invoices, mark off payments and have all of this connected to your accounts package
Quickly convert a lead to a sale allowing different members of your team to ‘set up’ a contract
Every contract detail is stored whether live or completed, including documents, images, payments, guarantees, etc.
Emails integrated in the CRM system, so you have a complete record of customer contact in one place – plus create email templates with placeholders, attach images and documents
Register jobs with your self-certification scheme with just one click – Business Pilot has links to both FENSA and CERTASS, so you can register jobs quickly and accurately
Seamless connections with the other software systems you use, from accounting to design and quote software including Xero, Tommy Trinder, Windowlink & more
Easily manage your stock holding – from tubes of silicone to spare handles and everything in between. Stock is linked to Purchase Orders for easy ordering and visibility
Map out, then manage the progress of your leads and contracts to ensure every step of your process is followed consistently giving the perfect customer experience
Assign tasks and actions for Business Pilot users in your company and even @ tag them to alert them to important information in your own internal chat system
© Business Pilot (CRM) Ltd
