The BizPilot Briefing
The BizPilot Briefing is your go-to podcast for small business owners who want to stay ahead with AI-powered tools, automation strategies, and platform updates from BizPilot 360. Each episode delivers the latest news, feature releases, and practical how-tos designed to help you run your business smarter — not harder. Whether you're streamlining operations, automating marketing, or scaling your sales, The BizPilot Briefing keeps you in the cockpit and in control. Subscribe and put your business on Autopilot!
The BizPilot Briefing
Latest Episodes
Insert Any Company Field Into Emails, Workflows, Contracts
In this episode of The Biz Pilot Briefing... we introduce the ability to insert any Company field—standard or custom—into emails, workflows, contracts, conversations, and AI context across Biz Pilot 360. Use the editor’s custom value picker to cho...
Branch Automations By Opportunity Owners Or Followers
In this episode of The Biz Pilot Briefing we cover a small change with a big automation impact: you can now branch Automations in Biz Pilot 360 using Opportunity Owners or Opportunity Followers. By adding an If/Else action and selecting ownership ...
Accounting Sync Dashboard: Track And Retry Invoice Syncs
In this episode of The Biz Pilot Briefing... we introduce Accounting Sync, a centralized hub inside Biz Pilot 360 that monitors and resolves failed invoice, transaction, and contact syncs with QuickBooks, Xero, and Wave. Accessible from Payments >...
SMS On Dashboard With Ready-Made, Configurable Widgets
In this episode of The Biz Pilot Briefing we introduce SMS on the dashboard next to Emails and Calls in Biz Pilot 360, enabling teams to monitor text messaging performance without switching tools. Adding SMS is simple: enter dashboard edit mode, a...
Automate Housecall Pro Jobs With Biz Pilot 360 Workflows
In this episode of The Biz Pilot Briefing... the team introduces a new Housecall Pro connection inside Workflows in Biz Pilot 360. Home service businesses can now automate and coordinate jobs in Housecall Pro while keeping lead capture, CRM, marke...
