Business Pilot
Built by installers for installers
Business Pilot & Clever Bean Partnership
Clever Bean Accounting & Business Pilot have teamed up to deliver the ultimate finance management package for your glazing installation business!
What is Business Pilot?
Business Pilot is a complete CRM and business management software system built for installers, by installers.
It helps you manage everything in your business, from initial enquiry through to service call and beyond, plus it has some great features to help support your business’ finance management.
Business Pilot Finance Features
- Purchase Control – See when deliveries are due, keep an eye on margins, set tolerances between POs and invoices, manage your costs
- Connected to your Finances – Create purchase orders, mark payments, create invoices & connect Business Pilot to your accounts system
- Stock Management – Manage your stockholding, assign stock to jobs, monitor stock levels and orders
- Comprehensive Reporting – Understand your job profitability, stock valuation, enquiry conversion and outstanding balances with easy-to-read reports
Why we team up with Business Pilot
We think it’s a great tool for installers to use! It helps you keep your sales and operations organised, as well as giving you a quick and easy way to create invoices, manage stock, record your orders and collect all your finance information.
Business Pilot also fully integrates with Xero and has an export feature for Quickbooks – two great accounting systems that we work with.
Plus, if you like, you can grant our team direct access to your Business Pilot system for easy access to your live business information, whenever we need it – a great time-saving benefit for busy installers!
More Benefits for Clever Bean Customers
As a Clever Bean Accounting customer, you have access to a special introductory offer for your Business Pilot subscription, to help you get up and running. You can get 50% off licenses for 3 months when you enquire with Business Pilot via our referral link.