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.
Window & Door Company
Replacement of 12 timber sash windows with double-glazed units
24/01234/FUL
Description
Replacement of 12 timber sash windows with double-glazed units. The application has been validated and is now available for public inspection.
Search planning applications
Search for "replacement windows" within 25 miles of your operating area.
Identify the opportunity
PlanningIndex highlights 12 timber sash windows being replaced — a direct match for your trade.
Add to leads
Save the application as a new lead in your CRM with all the property details pre-filled.
Create proposal
Generate a professional proposal from the planning application data — scope, pricing, and terms.
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.
Builder
Single-storey rear extension and internal alterations
24/01235/FUL
Description
Single-storey rear extension and internal alterations. The application has been validated and is now available for public inspection.
Discover the application
A new rear extension application appears in your saved search for "extension" within your area.
Create a lead
Add the application to your CRM pipeline as a new lead with the property address and project details.
Review the details
Open the application to see the full description, documents, and site location plan.
Schedule a follow-up
Set a follow-up reminder in your CRM to contact the homeowner once the application is validated.
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.
Roofing Company
Replacement of existing roof covering and installation of two dormer windows
24/01238/FUL
Description
Replacement of existing roof covering and installation of two dormer windows. The application has been validated and is now available for public inspection.
Search by keyword
Search for "roof replacement" and "dormer" across your target councils.
Identify the scope
PlanningIndex shows 120m² of roof covering replacement plus two new dormers — a substantial roofing project.
Add to leads
Save the application as a lead with the estimated roof area and dormer count noted.
Create proposal from template
Use your roofing proposal template — the property and project details auto-populate from the application.
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.
Extension Contractor
Single-storey wraparound extension with bi-fold doors
24/01245/FUL
Description
Single-storey wraparound extension with bi-fold doors. The application has been validated and is now available for public inspection.
Search for extensions
Filter for "wraparound" and "bi-fold" within your operating region to find specialist extension projects.
Assess the project
A 32m² wraparound with aluminium bi-fold doors — exactly the type of project your team specialises in.
Add to pipeline
Move the application straight into your CRM pipeline at the "New Lead" stage.
Generate proposal
Create a detailed proposal with scope of works, materials, and pricing — all linked to the planning reference.
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.
Landscaper
Construction of garden room and landscaping works including new patio and retaining wall
24/01255/FUL
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.
Search for landscaping work
Search for "garden room", "patio", and "landscaping" across your local councils.
Identify the opportunity
A 12m² garden room plus 28m² of Indian sandstone patio and sleeper retaining wall — a full landscaping package.
Create a lead
Save the application as a lead with the garden room and patio details noted for your proposal.
Build the proposal
Create a proposal covering the garden room construction, patio installation, and retaining wall work.
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.
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.
Put these workflows into practice.
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