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Business Pilot
What it is
Business Pilot is an ERP/CRM for installation businesses, bringing lead handling, job scheduling, and finances into one platform. It follows work from an initial enquiry through sales, surveys, contracts, supplier orders, scheduling, job costing, invoicing, installation, and aftercare. Website enquiries can be captured and graded, while an interactive schedule board lets teams move installation dates and update contract records and fitter notifications. The BP Site App gives installers job details, photos, technical specifications, and digital sign-off forms on their phones, with updates shared between field and office. Listed connections include Xero, Sage, QuickBooks, FENSA, Certass, Tommy Trinder, Windowlink, Microsoft 365, and Zapier. Website leads can arrive through a WordPress plugin or a manual integration. A 14-day free trial includes demo records that users can change, report on, and export. Pricing is on request; the FAQ lists a £240 per month minimum contract value and a 24-month minimum term. Business Pilot says it is not pricing software, though it connects to such tools and stores quotes.
For and against
For
- Tracks work from enquiry through aftercare.
- Grades website leads for sales prioritization.
- Schedule board updates contracts and fitter notifications.
- Installer app supports technical details and digital sign-off.
- 14-day trial includes editable demo records.
Against
- Pricing is available on request.
- Minimum contract value is £240 per month.
- Minimum subscription term is 24 months.
- It is not pricing software.
The verdict
Business Pilot combines installation workflows, lead handling, scheduling, and job records with a phone app for installers. Check the minimum contract value and term, and note that pricing calculations require a separate tool.
Who it suits
It suits installation businesses such as window and door, alarm, construction, building, solar panel, and roofing companies. Teams needing mobile job details and digital sign-off for installers may find the BP Site App relevant.
Plans and prices
Site License
For Service Engineers and Installers · Site App Access Only
Read 3 Oct 2026 · businesspilot.co.uk
Full Licence
Required to access Contracts · includes APP
Read 3 Oct 2026 · businesspilot.co.uk
Sales License
For Sales Reps and Surveyors · includes APP
Read 3 Oct 2026 · businesspilot.co.uk
On the record
- App availability
- The maker says the BPsite app is available from the Apple App Store and Google Play.businesspilot.co.uk · read 3 Oct 2026
- Company identity
- The site identifies the company as Business Pilot (CRM) Ltd.businesspilot.co.uk · read 3 Oct 2026
- Data location
- The FAQ says customer data is maintained in the UK on Microsoft Azure servers.businesspilot.co.uk · read 3 Oct 2026
- Field app
- The BP Site App sends technical specifications and digital sign-off forms to installers’ phones and supports field-to-office updates.businesspilot.co.uk · read 3 Oct 2026
- Help and training
- The company says trial users receive how-to videos and can get help from its team; the trial page also says it will call users to help them get the most out of the trial.businesspilot.co.uk · read 3 Oct 2026
- Integrations
- The features page lists integrations with Xero, Sage, QuickBooks, FENSA, Certass, Tommy Trinder, Windowlink and Microsoft 365, plus connectivity through Zapier.businesspilot.co.uk · read 3 Oct 2026
- Intended customers
- The FAQ says the product is specifically recommended for organizations with an installation type business, though it can be used by non installation companies.businesspilot.co.uk · read 3 Oct 2026
- Intended users
- The site presents the product for installation businesses and names window and door, alarm, construction, building, solar panel and roofing companies as examples.businesspilot.co.uk · read 3 Oct 2026
- Job lifecycle
- The system manages work from first enquiry through sales, surveys, contracts, products, scheduling, job costing, invoicing, installation and aftercare.businesspilot.co.uk · read 3 Oct 2026
- Lead management
- It captures website enquiries and grades leads so sales teams can prioritise opportunities.businesspilot.co.uk · read 3 Oct 2026
- Limits
- The FAQ says Business Pilot is not pricing software; it connects to pricing software and can store quotes and related documents.businesspilot.co.uk · read 3 Oct 2026
- Minimum contract
- The FAQ states a 24 month minimum subscription term, after which the contract rolls monthly with at least 30 days’ notice to cancel.businesspilot.co.uk · read 3 Oct 2026
- Mobile field work
- The BPsite app gives installers job details, photos, technical specifications, and digital sign off forms on their phones.businesspilot.co.uk · read 3 Oct 2026
- Mobile use
- The company says the trial can be used on a phone, and its BP Site App provides installers with job details, photos and technical specifications on their phones.businesspilot.co.uk · read 3 Oct 2026
- Pricing floor
- The FAQ states a minimum contract value of £240 per month, equivalent to three full users.businesspilot.co.uk · read 3 Oct 2026
- Privacy
- The FAQ says the system allows customers to be fully GDPR compliant, depending on their own processes.businesspilot.co.uk · read 3 Oct 2026
- Product
- Business Pilot describes itself as an installation company ERP/CRM that centralises leads, schedules and finances in one live platform.businesspilot.co.uk · read 3 Oct 2026
- Scheduling
- Its interactive schedule board lets teams move installation dates and automatically updates contract records and notifies fitters.businesspilot.co.uk · read 3 Oct 2026
