‘Smarter Business Insights’ Video Series Launched

Business Pilot, the specialist CRM platform built for installers by installers, has partnered with Clever Bean Accounting to launch a video series called ‘Smarter Business. Better Numbers’.

The new series is designed to share practical tips and insights that help installers protect margins, streamline processes, and make confident business decisions.

The ‘Smarter Business. Better Numbers’ collaboration recognises that running an installation business goes far beyond completing jobs on site. From scheduling teams to managing suppliers, tracking costs and ensuring timely payments, installers face a complex mix of challenges every day.

By combining Business Pilot’s installation management and CRM expertise with Clever Bean’s financial insight, the partnership empowers installers with the tools and confidence to make smarter, data-driven decisions.

Elton Boocock, Managing Director of Business Pilot, commented: “Installers are some of the hardest working people you’ll meet, but too often profitability slips because the information isn’t clear enough. This partnership is about simplifying that, bringing operations and accounts together in a way that really works for installers.”

Simon Jarman, Founder of Clever Bean Accounting, added: “At Clever Bean Accounting, our goal is to turn complex financial data into practical insight that installers can use and understand. By combining real-time operational information from Business Pilot with our expert accounting guidance, we help businesses see what’s working, where margins are at risk, and how to make confident decisions that drive sustainable growth.”

As part of this video series, Business Pilot and Clever Bean Accounting are sharing practical insights on topics such as protecting margins, fitter pay and setting effective gross margin targets. Each instalment draws on real-world experience in the installation sector, giving installers actionable advice they can apply straight away.

Both Business Pilot and Clever Bean Accounting are running a dedicated social media campaign, sharing daily insights and tips from the partnership. Installers are encouraged to follow the series to catch each instalment and take practical steps to protect margins, streamline admin, and grow their businesses.

This partnership is said to underline both companies’ commitment to supporting installers not only with the tools to manage their workload, but also with the insight to grow sustainably and profitably.

Click here to watch the full series: https://businesspilot.co.uk/in-the-news/smarter-business-better-numbers/