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Business Pilot

Cloud ERP/CRM for fitting & installation businesses

About

Streamlines fitting and installation operations while optimizing profitability through integrated project and customer management.

Use cases in GFunnel

  • Track installations and service jobs end-to-end
  • Manage crew scheduling and resource allocation
  • Monitor project costs and profit margins in real-time

Automation ideas

  • Auto-generate invoices post-installation completion
  • Schedule crew assignments based on job requirements
  • Alert managers when margins fall below thresholds

Categories

CRMFinanceProject Management

Departments

Revenue GenerationOperationsFinance