Business Pilot has brought in dedicated landing dashboards defined by job function within installation businesses.

Up until now, all users regardless of the role that they perform, have landed on a ‘standard dashboard’ when they have logged onto Business Pilot.

Going forward, a major update of the installer CRM and business management tool means users can chose a dedicated dashboard depending on the role or roles that they perform.

This includes its Sales Dashboard, Survey Dashboard, Service Dashboard, and Ops Dashboard. Each is designed to bring the most useful tools, dependent on role, to the fingertips of users.

It also allows users who perform multiple roles within a business to switch between them, bringing the tools they use to perform each role into a single dedicated dashboard.

“The update delivers a big visual change”, explained Elton Boocock, MD, Business Pilot. “It simplifies what you see when you log in, pulling in the elements that as an individual, you need to access, depending on what you do, so you can get straight into what you need to do.

“For example, if you work in Sales, you’ll see your appointments for the day on the left-hand side of your screen. You’ll also see your sales summary and where you are against target.

“Alternatively, if you work in the ops team as well as your appointments, you’ll see the status of contracts – everything is geared to the job you perform, while each dashboard is linked so everything is joined up.”

Users have to opt in to access role-specific dashboards, otherwise the system will default to the Standard Dashboard.

This has also been updated so that tasks are merged into one focus screen rather than split between Contact, Lead and Contract, making it easier to get an overview of workflows.

This also includes team chat functionality, which allows you to tag any registered user by simply pre-fixing their name in the feed with an ‘@’ sign.