Business Pilot

Overview

Business Pilot is an installation-business ERP and CRM that brings customer, job and finance workflows into one system. It suits companies coordinating office staff and installers across multiple stages of a job. Its broad scope is useful, but the £240 monthly minimum and 24-month initial term make it a significant commitment.

Key features

Lead-to-aftercare workflow. Business Pilot connects enquiries, sales, surveys, contracts, supplier orders, scheduling, job costing, invoicing, installation and aftercare. That shared workflow can reduce hand-offs for installation firms managing jobs across office and field teams; businesses that need only a CRM or scheduler may find its scope excessive.

Lead capture and prioritisation. Website forms can feed enquiries into the system through a WordPress plugin, or through a manual integration for other websites. Lead grading helps sales teams focus on stronger opportunities. Business Pilot is not pricing software: it connects to pricing tools and can store quotes and related documents, so companies needing quote calculations must use a connected product.

Scheduling and field work. The interactive schedule board lets teams move installation dates, updates contract records and notifies fitters. The BP Site App gives installers job details, photos and technical specifications on their phones, supports digital sign-off and passes updates from the field to the office. This is a practical fit for businesses whose work depends on coordinated site visits, rather than office-only sales operations.

Connected tools and records. Integrations include Xero, Sage, QuickBooks, FENSA, Certass, Tommy Trinder, Windowlink and Microsoft 365, with additional connectivity through Zapier. Customer data is maintained in the UK on Microsoft Azure servers. The system can support GDPR compliance depending on the customer’s own processes, so it does not remove the need for sound internal data practices.

Pricing

Business Pilot is paid, with pricing on request and a 14-day free trial. The trial has no setup fee or credit card requirement; it uses demo data and allows users to add, modify, delete, report on and export records from desktop, tablet or phone. How-to videos and help from the team are included, and the company says it will call trial users to help them get started.

The FAQ sets a minimum contract value of £240 per month, equivalent to three full users, and a 24-month minimum subscription term. After that, the contract rolls monthly, with at least 30 days’ notice to cancel. That floor and commitment may be hard to justify for a small firm or one still validating its workflow needs.

The license page gives a Site License at $10 a month for service engineers and installers, with Site App access only. The Full Licence is required to access Contracts and includes the app; the Sales License is for sales reps and surveyors and also includes the app. Both have custom pricing. The license page describes monthly license costs invoiced quarterly in advance, so the Site License price should not be mistaken for the full system’s minimum contract cost.

Platforms

Business Pilot supports Android, iOS, web and API access. Installers can use the BPsite app on Apple App Store and Google Play, while the company says trial records can be managed from desktop, tablet or phone. Support hours are Monday to Friday, 08:00–17:30.

Who it's for

Business Pilot is aimed at installation businesses, including window and door, alarm, construction, building, solar panel and roofing companies. Its full value is clearest where sales, scheduling, finance and field teams need to coordinate on the same jobs. Non-installation businesses can use it, but the product is specifically recommended for installation-type operations.

It is a weaker fit for companies seeking standalone pricing software, since it connects to pricing tools rather than replacing them, or for small firms that cannot absorb the minimum contract and term.

Pros and cons

• Pro: Broad job coverage. Enquiry through aftercare can live in one workflow, reducing the need to bridge separate stages manually.
• Pro: Useful field-office connection. Installers receive specifications and sign-off forms on their phones, and can send updates back to the office.
• Pro: Relevant integrations. Accounting, certification, industry and productivity connections include Xero, Sage, QuickBooks, FENSA, Certass and Microsoft 365.
• Con: High entry commitment. The £240 monthly minimum equals three full users, with a 24-month initial term.
• Con: Not a quoting engine. Businesses need connected pricing software for quote calculations.
• Con: Limited low-cost license scope. The 10.00 USD monthly Site License is app access only, while Contracts require a Full Licence with custom pricing.

Alternatives

Roofing Software is the category directory for readers comparing roofing tools. For a more focused roofing workflow, Instant Roofer has a free plan for basic measurements, with premium report details requiring a paid report; it may suit users who primarily need measurements rather than Business Pilot’s installation-wide workflow.

Roofr offers a free Starter plan with a basic job board and limited trial proposals, invoices and work orders, making it worth considering when a free entry point matters more than Business Pilot’s broader job lifecycle. HiveSuite is another paid option, with a Solo plan at £34.99 a month including VAT for one admin and two crew; it may suit a small team seeking a lower stated monthly starting price.

ProLine has a free plan and a GOOD plan at $497 a month for three seats, making it an alternative for readers comparing a free entry tier with a priced team package. Jobba offers customized packages with pricing discussed around business needs, so it is another option for firms seeking a tailored package.

Centerpoint Connect starts with a Scale It plan at $50 a month per field user or $100 a month per office user, plus a 7,499 USD one-time full implementation fee; it may suit firms that prefer per-user pricing and can budget for implementation. Leap has an Essential plan at $79 a month on a one-year contract, limited to one user per account and five digital signatures, which may suit a single user who wants a defined entry plan.

Roof Manager offers a free trial with two full reports and CRM, invoicing and proposals, so it is an alternative for readers who want to evaluate a roofing-focused tool before committing.

Verdict

Business Pilot is a strong match for installation companies that need sales, office and field teams to manage jobs from enquiry through aftercare in one system. Its connected scheduling, mobile sign-off and broad workflow are compelling reasons to choose it. Look elsewhere if you need pricing software itself, a low-cost small-team option or flexibility before a two-year, £240-per-month minimum commitment.