CRM and business management tool a real winner for Harveys Windows

Having introduced Business Pilot two-years ago, Sally Roberts, Harveys Windows, argues that the cloud-base CRM and business management tool, has been instrumental in not only managing its own jobs and scheduling workloads – but staying on top of its supply chain. “We use Business Pilot exclusively to place and generate purchase orders. As these are assigned to specific jobs, we can see what we need and when and then check against them that products have been delivered and are in stores when they’re meant to be there”, she explains.

“We print out a list every day that our storeman goes through and checks off that product has been delivered or if we’ve received stuff that wasn’t scheduled for that day, why and which job it should be assigned to. We’ve still seen challenges – we’re still ultimately reliant on our suppliers – Business Pilot has supported us in managing those things we can control as effectively as possible.

Business Pilot is a powerful CRM and business management tool, designed by installers for installers. It mobilises the power of cloud-based technologies, to give installers complete visibility of each element of their operation from leads and conversions to job scheduling, cost of installation, service calls, and financial reporting.

It also includes easy to use drag and drop scheduling, duplicating every change made throughout the system, instantly. Simple to use tools allow installers to map their business processes and automate repetitive tasks, saving time and money. Heat maps show installers where they’re generating most leads, or at a glance where there fitting teams are, making it easy to divert them to carry out remedial works or a survey.

“It wasn’t that our old systems weren’t working – they actually worked quite well – but they weren’t integrated under a ‘single roof’, continues Sally. “We were reliant on individual spreadsheets and manual charts on the wall to manage scheduling. We felt we needed to move forward with technology. Bringing everything into one place has delivered efficiency gains in our day-to-day operation, scheduling, ordering, planning and also management information.”