How It Works

From planning application to paying job.

See exactly how UK tradespeople use PlanningIndex to find opportunities, manage leads, and send professional proposals by post — all from one platform.

Scenario 01

Window & Door Company

Window & Door Company
Pending

Replacement of 12 timber sash windows with double-glazed units

24/01234/FUL

12 High Street, Amersham, HP6 5BA

Description

Replacement of 12 timber sash windows with double-glazed units. The application has been validated and is now available for public inspection.

01

Search planning applications

Search for "replacement windows" within 25 miles of your operating area.

02

Identify the opportunity

PlanningIndex highlights 12 timber sash windows being replaced — a direct match for your trade.

03

Add to leads

Save the application as a new lead in your CRM with all the property details pre-filled.

04

Create proposal

Generate a professional proposal from the planning application data — scope, pricing, and terms.

05

Send by post

PlanningIndex prints and posts the proposal directly to the property. No envelopes, no post office trips.

Result

Your proposal arrives at the property door before the planning decision is even made — you are first in line for the work.

Scenario 02

Builder

Builder
Pending

Single-storey rear extension and internal alterations

24/01235/FUL

45 The Broadway, Rickmansworth, WD3 7AB

Description

Single-storey rear extension and internal alterations. The application has been validated and is now available for public inspection.

01

Discover the application

A new rear extension application appears in your saved search for "extension" within your area.

02

Create a lead

Add the application to your CRM pipeline as a new lead with the property address and project details.

03

Review the details

Open the application to see the full description, documents, and site location plan.

04

Schedule a follow-up

Set a follow-up reminder in your CRM to contact the homeowner once the application is validated.

05

Send proposal

When the time is right, create and post a professional proposal for the extension work.

Result

You are tracking the project from planning application to construction start, with every detail organised in one place.

Scenario 03

Roofing Company

Roofing Company
Pending

Replacement of existing roof covering and installation of two dormer windows

24/01238/FUL

22 Station Road, Chesham, HP5 1AB

Description

Replacement of existing roof covering and installation of two dormer windows. The application has been validated and is now available for public inspection.

01

Search by keyword

Search for "roof replacement" and "dormer" across your target councils.

02

Identify the scope

PlanningIndex shows 120m² of roof covering replacement plus two new dormers — a substantial roofing project.

03

Add to leads

Save the application as a lead with the estimated roof area and dormer count noted.

04

Create proposal from template

Use your roofing proposal template — the property and project details auto-populate from the application.

05

Send by post

Post the proposal directly to the property. Track delivery status in your pipeline.

Result

A complete roofing proposal is delivered to the homeowner before any competitor even knows the application exists.

Scenario 04

Extension Contractor

Extension Contractor
Pending

Single-storey wraparound extension with bi-fold doors

24/01245/FUL

17 Victoria Road, Chorleywood, WD3 5AB

Description

Single-storey wraparound extension with bi-fold doors. The application has been validated and is now available for public inspection.

01

Search for extensions

Filter for "wraparound" and "bi-fold" within your operating region to find specialist extension projects.

02

Assess the project

A 32m² wraparound with aluminium bi-fold doors — exactly the type of project your team specialises in.

03

Add to pipeline

Move the application straight into your CRM pipeline at the "New Lead" stage.

04

Generate proposal

Create a detailed proposal with scope of works, materials, and pricing — all linked to the planning reference.

05

Send by post

Print and post the proposal to the property in one click. Delivery is tracked to the door.

Result

You have a professional proposal in the homeowner's hands at the earliest possible stage of their project.

Scenario 05

Landscaper

Landscaper
Pending

Construction of garden room and landscaping works including new patio and retaining wall

24/01255/FUL

31 Hill Road, Chalfont St Peter, SL9 9AB

Description

Construction of garden room and landscaping works including new patio and retaining wall. The application has been validated and is now available for public inspection.

01

Search for landscaping work

Search for "garden room", "patio", and "landscaping" across your local councils.

02

Identify the opportunity

A 12m² garden room plus 28m² of Indian sandstone patio and sleeper retaining wall — a full landscaping package.

03

Create a lead

Save the application as a lead with the garden room and patio details noted for your proposal.

04

Build the proposal

Create a proposal covering the garden room construction, patio installation, and retaining wall work.

05

Post the proposal

Send the proposal by post — printed, delivered, and tracked to the property door.

Result

You are the first landscaper to reach this homeowner with a professional proposal for their approved project.

The core workflow

Every scenario follows the same path.

Whatever your trade, PlanningIndex takes you from the first planning application to a posted proposal in a few focused steps. No spreadsheets. No council website searches. No trips to the post office.

Search
Identify
Add Lead
Create Proposal
Send by Post
Win Work

Put these workflows into practice.

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