Platform

Everything you need to find, win & manage work.

The only all-in-one platform built for UK construction. Search planning applications, run your full CRM pipeline, generate proposals, track costs, and stay organised — all in one place.

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Seven capabilities. One platform.

From search to signed contract.

Every part of PlanningIndex is designed to move you forward — from discovering a planning application to delivering a physical proposal to the property door.

Opportunity Discovery

Find the work that matches your trade.

Not every application is relevant to you. PlanningIndex ranks results by trade relevance and highlights the specific work being proposed — so you spend time on applications that actually matter to your business.

PlanningIndex
windowsKeyword search

Results ranked by trade relevance

Replacement of 12 timber sash windows

24/01234/FUL

12 High Street, Amersham

High

Rear extension and alterations

24/01235/FUL

45 The Broadway, Rickmansworth

Medium

Construction of a new dwelling

24/01236/FUL

3 School Lane, Amersham

Low

Potential work identified

Windows

12

Timber sash replacement

Doors

2

1x front, 1x rear French

Extension

1

Rear single-storey

Potential trade:Window / Door Contractor
  • Results ranked by trade relevance
  • Highlights the specific work being proposed
  • Identifies trade-relevant items automatically
  • Spend time on applications that matter
  • Add relevant results to your lead pipeline
CRM

Turn planning data into a managed pipeline.

Drag cards from New Lead to Won. Track pipeline value and win rate at every stage. Keep every conversation, note, and follow-up connected to the right application. No more spreadsheets and sticky notes.

PlanningIndex

Pipeline value

£48,600

Win rate

32%

Active leads

14

New3

12 High Street — Windows

24/01234/FUL

£4,200
JS

45 The Broadway — Extension

24/01235/FUL

£18,500
AB
Contacted2

3 School Lane — New build

24/01236/FUL

£32,000
JS
Proposal Sent2

78 High Street — Loft

24/01237/FUL

£8,750
AB
Follow Up1

22 Station Rd — Roof

24/01238/FUL

£6,400
JS
Won1

9 Park Avenue — Doors

24/01229/FUL

£3,200
AB
  • Drag-and-drop pipeline from New Lead to Won
  • Track pipeline value and win rate
  • Notes and follow-ups on every lead
  • Contact information linked to applications
  • Activity history and status tracking
Professional Proposals

Professional proposals, sent by post.

Auto-populate proposals from planning application data. Edit, preview, and send by physical post — printed, delivered, and tracked to the property door. No more printing, stuffing envelopes, or trips to the post office.

PlanningIndex
Draft

Proposal details

RecipientMr J. Smith12 High Street, Amersham, HP6 5BA
Planning reference24/01234/FUL
ProjectReplacement windows and doors

Scope of works

Supply and fit 8x double-glazed uPVC windows£4,160
Supply and fit 1x composite front door£850
Removal and disposal of existing windows£200
Total£5,210

Live preview

TC

Thames Construction

contact@thames-construction.co.uk

01 Sep 2026

Proposal for

Mr J. Smith

12 High Street
Amersham, HP6 5BA

Project

Replacement of existing timber sash windows with new double-glazed uPVC units and installation of a composite front door.

Scope of works

Supply and fit 8x double-glazed uPVC windows£4,160
Supply and fit 1x composite front door£850
Removal and disposal of existing windows£200
Total£5,210

Accepted by

Signature

Date

Physical mail delivery

Printed, posted, and tracked — delivered to the property door

  • Auto-populated from planning application data
  • Editable work details and pricing
  • Professional proposal templates
  • Sent by physical post — printed and delivered
  • Delivery tracking to the property door
Account & Billing

Manage your membership, your way.

Choose your coverage — from a single council to the whole country. Upgrade, downgrade, or cancel anytime. Your company profile auto-populates into every proposal you send.

PlanningIndex

Company profile

Company nameThames Construction Ltd
Address14 Industrial Park, Uxbridge, UB8 1AB
Phone01895 123456
Emailinfo@thames.co.uk
Websitewww.thames-construction.co.uk

Company details auto-populate in proposals and documents.

Current plan

Regional

Billing cycle

Monthly · £79/mo

Next payment

01 Oct 2026

Council access

Buckinghamshire Council
Three Rivers District
Hertsmere Borough
Dacorum Borough

4 of 10 councils covered on Regional plan

  • Choose coverage from one council to nationwide
  • Upgrade, downgrade, or cancel anytime
  • Company profile auto-populates into proposals
  • Manage council and region access
  • Subscription and billing in one place
One Platform

One platform. Zero apps. Everything connected.

From the first planning application to the signed contract — PlanningIndex handles every step of the process so you can focus on the work, not the admin.

Map View
Grid View
Smart Filters
Lead Pipeline
Proposals
Mail Sending
Calendar
File Storage
Job Tracking

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