Reporting Restrictions Lifted

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The Business Pilot CRM system now has the BPsite Report form, which is a handy feature which creates and files progress reports for onsite audits, encompassing multiple images and comments.

Suitable for installers as well as onsite surveyors, the feature allows users to take numerous pre or post-installation images, with the opportunity to add important information surrounding potential, established or resolved issues. These can then be saved as a PDF report.

Each image can also be edited and annotated within the Site Report function, allowing installers to visually highlight issues.

All in one

“The BPsite Report offers a full and specific reporting facility for onsite concerns, such as snagging,” says Elton Boocock, the managing director ofBusiness Pilot. “The BPsite App could always take photos but the addition of the Report form enables a series of photos and notes to be recorded, all as part of one report.

“So, for example, while onsite, you can take a picture of a window you've installed or one that you're surveying and then just below it, you can add in the location and any additional notes or comments that you would like to make. You can also edit the image by drawing an arrow, for example, highlighting the issue to make it instantly clear to see.

“You can then continue to add multiple images and information. Once you’ve finished, it produces a PDF report that is specific to that property or installation. This means installers don’t need to rummage through multiple files all pertaining to the same project as it’s all held in one easy to locate report.”

Picture: BPsite Report Form is a new addition to the Business Pilot CRM system.

www.businesspilot.co.uk

Article written by Cathryn Ellis
16th July 2025

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