Business Pilot review
A broad roofing operations system for teams managing sales, field work, costs, and purchasing.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Business Pilot is a cloud CRM and business management platform for roofing contractors and other installation businesses. It brings enquiries, customer records, quotes, contracts, scheduling, job progress, supplier coordination, job costing, invoicing, and financial reporting into one system. Multi-role teams can use the web platform and BPsite mobile app to coordinate office staff, sales and surveying, site teams, and financial workflows.
Pricing is organised by licence type rather than published rates. The Full Licence includes the main system features, BPsite app features, and common features. The Sales/Survey License provides sales and surveying access alongside BPsite app and common features. The Site Only License focuses on on-site access with the BPsite app and common features. The published offer includes a 14-day full-featured trial with no credit-card requirement, while ongoing pricing is handled through sales. This structure may suit companies that want access aligned to job roles, but buyers will need to clarify the right mix of licences and total cost.
Its strongest fit is for businesses that need more than scheduling. Interactive drag-and-drop scheduling, digital documents, photos, voice notes, and job updates support field coordination, while job costing and profitability reporting connect operational activity to financial oversight. Supplier, purchase-order, and delivery tracking add purchasing control, and built-in invoicing supports payment links through Blink Payment. Integrations with Xero, QuickBooks, Sage, Microsoft 365, Outlook, Google Maps, compliance services, quoting tools, and Zapier broaden its workflow options. Choose Business Pilot for a connected, multi-role operating system; choose a narrower tool if you only need simple scheduling or field updates.
Business Pilot pros and cons
- Where it wins
- Covers CRM, quotes, scheduling, field updates, and invoicing
- Tracks job costs, suppliers, purchase orders, and deliveries
- Connects with Xero, QuickBooks, Sage, Zapier, and payment tools
- Where it doesn't
- Pricing requires a sales conversation rather than published rates
- There is no free plan beyond the 14-day full-featured trial
- License tiers divide access across full, sales/survey, and site-only roles
Business Pilot fact sheet, pricing and score →
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