Business Pilot

7.0easy start · #4 of 25
in Roofing Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you workyes

Runs on Android, api, iOS, Web. Paid plans from $10/mo.

Business Pilot is ranked #4 of 25 in roofing software on The Geeks Club. It runs on Android, API, iOS, Web. There is no free plan. A free trial is offered. Paid plans start at $10/mo.

Business Pilot plans and pricing

All plans

Site License $10/mo The page describes a monthly license cost; invoicing is quarterly in advance. For Service Engineers and Installers · Site App Access Only businesspilot.co.uk · 3 Oct 2026

Full Licence Not published The page describes a monthly license cost; invoicing is quarterly in advance. Required to access Contracts · includes APP businesspilot.co.uk · 3 Oct 2026

Sales License Not published The page describes a monthly license cost; invoicing is quarterly in advance. For Sales Reps and Surveyors · includes APP businesspilot.co.uk · 3 Oct 2026

Compared on roofing software

Free plan: No
Inspection forms: Yes
Estimate builder: Yes
Job scheduling: Yes
Customer portal: No
Invoicing and payments: Yes
Accounting integrations: Yes

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The record

Product: Business Pilot describes itself as an installation company ERP/CRM that centralises leads, schedules and finances in one live platform.
Job lifecycle: The system manages work from first enquiry through sales, surveys, contracts, products, scheduling, job costing, invoicing, installation and aftercare.
Lead management: It captures website enquiries and grades leads so sales teams can prioritise opportunities.
Scheduling: Its interactive schedule board lets teams move installation dates and automatically updates contract records and notifies fitters.
Field app: The BP Site App sends technical specifications and digital sign-off forms to installers’ phones and supports field-to-office updates.
Integrations: The features page lists integrations with Xero, Sage, QuickBooks, FENSA, Certass, Tommy Trinder, Windowlink and Microsoft 365, plus connectivity through Zapier.
Website leads: Website forms can send leads into Business Pilot through a WordPress plugin or a manual integration for other websites.
Trial: The company offers a 14-day free trial with no setup fees or credit card required.
Trial access: The trial includes demo data and allows users to add, modify, delete, report on and export records using a desktop, tablet or phone.
Support: Business Pilot lists support hours as Monday to Friday, 08:00–17:30.
Help and training: The company says trial users receive how-to videos and can get help from its team; the trial page also says it will call users to help them get the most out of the trial.
Intended users: The site presents the product for installation businesses and names window and door, alarm, construction, building, solar panel and roofing companies as examples.
Mobile use: The company says the trial can be used on a phone, and its BP Site App provides installers with job details, photos and technical specifications on their phones.
Company identity: The site identifies the company as Business Pilot (CRM) Ltd.
Price from: $10/mo

Where it ranks on The Geeks Club

Best Roofing Software in 2026#4 of 25

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Sources

businesspilot.co.uk· checked 3 Oct 2026
businesspilot.co.uk/features/· checked 3 Oct 2026
businesspilot.co.uk/connect-your-site-with-business-pilot/· checked 3 Oct 2026
businesspilot.co.uk/free-trial/· checked 3 Oct 2026
businesspilot.co.uk/faqs/· checked 3 Oct 2026
businesspilot.co.uk/bpsite-app-whats-new/· checked 3 Oct 2026
businesspilot.co.uk/e-sign/· checked 3 Oct 2026