Business Pilot vs Roof Manager

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.

Roof Manager combines satellite roof measurement reports with CRM and job-management tools for roofing and exterior contractors. Reports include pitch-corrected area, segment pitch and azimuth, edge lengths, material quantities, a waste factor, diagrams and a branded PDF. Most are delivered in under 60 minutes, while reports needing manual trace review may take up to 24 hours. The CRM includes a visual sales pipeline, customer and job records, proposals with e-signature, branded invoicing, scheduling and team management, with no per-seat fees. Listed connections include Gmail, Google Calendar, Google Ads leads, QuickBooks Online, Stripe and Square; QuickBooks Desktop is not supported. The service is available on Android, iOS and web. Reports can be ordered in a browser, and Crew Cam AI works in any phone browser without an app or hardware. The Free trial costs nothing and includes two full reports, CRM, invoicing and proposals, with no credit card required. Paid options include C$10, C$89.99 a month for Crew Cam AI, C$199 a month for a subscription, and C$1,990 a year for an annual subscription.