Business Pilot vs Jobba

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.

Jobba is software built specifically for roofing contractors, covering sales, inspections, service work, scheduling and office operations. Sales tools include CRM, funnel and deal tracking, estimates, proposals, eSignatures, an online client portal, vendor management and a built-in PRIN lead-generation network. Inspection workflows provide safety checklists, aerial measurements, offline mode, photo and video sharing, and automatically assembled branded reports. Service and scheduling features include job-progress tracking, email and text notifications, inventory and material tracking, purchase orders, invoicing, maintenance and warranty management, dispatch workflows, employee time tracking and custom calendars. Teams can configure role permissions, settings, workflows, document templates and unlimited custom fields. Integrations include QuickBooks, Google Maps, Google Calendar and Followup CRM, with a real-time bidirectional API for CRM, accounting and HR applications. Jobba runs on web, Android and iOS. Payment processing, project management and corporate data flow are marked coming soon. Pricing is available on request.