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 for your glazing installation business.

Whilst the Clever Bean team are focussed on offering an all-in-one accountancy solution, within Business Pilot you can mark off payments, create invoices and purchase orders and connect this information to your chosen accounts package, such as Xero.

Business Pilot is an easy-to-use, cloud-based business management system that can help to improve the performance of your business.

As well as being a CRM, Business Pilot has tools that can help you to manage your leads, sales, installations, self-certification and supplier orders. Most importantly, it also helps you to have full control and visibility of your business finances.

How Business Pilot Can Help Your Business

Don’t just take our word for it! Take a look at these interviews with Business Pilot users to find out how the system has helped their businesses.

Business Pilot Benefits

Built by installers for installers, Business Pilot has features to simplify all areas of your business.

  • Purchase Control – See when deliveries are due, keep an eye on margins, set tolerances between POs and invoices, manage your costs
  • Manage Sales Processes – Store quotes, images, and voice notes for sales teams to access throughout the sales process
  • Management Dashboards & Exports – Clear management dashboards and reports for complete business visibility
  • Connected to your Finances – Create purchase orders, mark payments, create invoices & connect Business Pilot to you accounts system
  • Convert Lead to Contracts – Quickly convert a lead to a sale with quick & easy contract creation
  • Manage Contracts – Store and manage every detail of you contract throughout the entire process
  • BPmail – Integrated email system records all your customer contact
  • Connected to Certification Schemes – Direct API link to register jobs with FENSA and data export function to register installations with Certass
  • Connects to Other Tools – Links with your other business tools, including Xero, Tommy Trinder, Windowlink & more
  • Stock Management – Manage your stockholding, assign stock to jobs, monitor stock levels and orders
  • Status Progression – Ensure every step of your business process is followed for consistent customer service

Special Offer for Clever Bean Accounting Customers

Clever Bean Accounting members are entitled to a special offer too. You can get half price licenses for the first three months of your Business Pilot subscription, to help you get up and running. Plus, you can get a free trial to see how it could work for you and your team.