Business Pilot vs StormProof

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.

StormProof combines roofing inspections, CRM, and field operations for contractors, restoration companies, project managers, public adjusters, and enterprise teams. AI-assisted findings cover hail, wind, and roof condition, but professionals must review them. Users can organize roof, exterior, interior, and collateral photos with notes and annotations, then generate PDF inspection reports linked to each property’s history. CRM and operations tools manage leads, customers, properties, projects, agreements, follow-ups, sales activity, schedules, and reminders. Interactive maps show nearby properties and assigned territories. Company tools include user and role management, goals, alerts, calendars, team activity, and awards. Enterprise capabilities add permissions, company-owned records and reports, a shared inspection library, cloud synchronization, white-label PDFs, analytics, billing, and seat management. StormProof runs on Android, iOS, and web. Pricing starts at $29.99/user/mo, with a 14-day trial and no free plan. The company is headquartered in Oak Ridge, Tennessee.