Guides & Tutorials
Step-by-step tutorials to help you get the most out of PlanningIndex — from your first search to scaling your business.
Getting Started with PlanningIndex
Everything you need to know to set up your account and find your first planning application in under 10 minutes.
How to Use Map View Effectively
Master the interactive map — find clusters of activity, and target the postcodes you want to work in.
Setting Up Smart Filters for Your Trade
Create saved searches that automatically find the exact types of jobs you want — loft conversions, new roofs, extensions, and more.
Managing Your Lead Pipeline
Learn how to turn planning applications into leads, move them through your pipeline, and track your win rate.
Creating and Sending Proposals
Generate professional proposals in minutes, send them by post, and track delivery.
Using the Calendar and Follow-Up System
Keep track of site visits, deadlines, and follow-ups with the integrated follow-up system.
Organising Files and Documents
Upload photos, receipts, drawings, and contracts against each job. Keep everything in one searchable vault.
Tracking Costs and Profit Margins
Use the pricing and line item system to see your margin in real time and never underprice a job again.
Scaling Your Business with Enterprise Plans
Grow from one council to nationwide coverage as your pipeline grows.
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