Business Pilot vs GiddyUp

Business Pilot is an ERP/CRM for installation companies that brings leads, scheduling and finances into one platform. It manages work from the first enquiry through sales, surveys, contracts, products, supplier orders, scheduling, job costing, invoicing, installation and aftercare. Website enquiries can be captured and graded to help sales teams prioritize opportunities. Its interactive schedule board lets teams move installation dates, update contract records and notify fitters. The BP Site App gives installers job details, photos, technical specifications and digital sign-off forms on their phones, with field-to-office updates. Listed integrations include Xero, Sage, QuickBooks, FENSA, Certass, Tommy Trinder, Windowlink and Microsoft 365, with Zapier connectivity. Website leads can enter through a WordPress plugin or manual integration. Pricing is on request; the FAQ states a minimum contract value of £240 per month and a 24-month minimum subscription term. A 14-day free trial includes demo data and supports record changes, reporting and export on desktop, tablet or phone. The company says the system is not pricing software, though it connects to such software and stores quotes and related documents.

GiddyUp is a platform for managing a contracting business, with tools spanning lead tracking, estimates, scheduling and job production. Teams can follow leads from first contact through a closed deal on phone, tablet or desktop. The product also supports project scheduling and crew management, proposals and estimates, and e-signatures. Production functions include automated task rules and a dashboard for tracking job status. For measurements and accounting, GiddyUp names EagleView and RoofScope, along with QuickBooks and Sage Intacct integrations. Customers can order materials within the platform; electronic orders and delivery status tracking are also described. The Canvasser plan includes a mobile canvassing tool that works offline. GiddyUp is available on Android, iOS and the web, and lists inspection forms, an estimate builder, job scheduling, a customer portal and accounting integrations. It has no free plan. Its listed monthly plans are Customer Connect, GiddyUp CRM and Canvasser; each says customers pay only for jobs they win and lists user and location fees. The company says it has partnered with contractors, distributors and manufacturers since 2008 and is associated with CutterCroix, LLC.