Business Pilot is an ERP/CRM for installation companies that brings leads, schedules, and finances into one platform. It manages jobs from initial enquiry through sales, surveys, contracts, products, supplier orders, scheduling, job costing, invoicing, installation, and aftercare. Website enquiries can be captured and graded to help sales teams prioritize opportunities. Its interactive schedule board lets teams change installation dates, update contract records, and notify fitters. The BP Site App provides installers with job details, photos, technical specifications, and digital sign-off forms on their phones, with field-to-office updates. Listed integrations include Xero, Sage, QuickBooks, FENSA, Certass, Tommy Trinder, Windowlink, and Microsoft 365, with Zapier connectivity also available. Website leads can enter through a WordPress plugin or manual integration. A 14-day trial has demo data and allows users to manage, report on, and export records from desktop, tablet, or phone. Pricing is on request; the FAQ states a minimum contract value of £240 per month and a 24-month minimum term. The company says it is not pricing software, though it can connect to pricing software and store quotes and related documents.
Who it is for
Business Pilot is aimed at installation businesses, including window and door, alarm, construction, building, solar panel, and roofing companies. Its field app and job lifecycle features may suit teams coordinating office staff and installers.
What is good
- Manages jobs from enquiry through aftercare.
- Schedule changes update contract records and notify fitters.
- Installers can access job details and digital sign-off forms on phones.
- 14-day trial requires no setup fees or credit card.
- Trial users can report on and export records.
What to know first
- Pricing is on request.
- Minimum contract value is £240 per month.
- Minimum subscription term is 24 months.
- It is not pricing software.
Verdict
Business Pilot focuses on installation workflows, joining lead handling and office scheduling with mobile field work. Review the stated minimum contract value and term, and note that pricing calculations require connected software rather than Business Pilot itself.
Business Pilot plans and pricing
All plansCompared on roofing software
- Free plan
- No
- Inspection forms
- Yes
- Estimate builder
- Yes
- Job scheduling
- Yes
- Customer portal
- No
- Invoicing and payments
- Yes
- Accounting integrations
- Yes
