Help Centre
Find answers to common questions about PlanningIndex. Browse our help categories or get in touch with our team.
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Getting Started
Learn how to set up your account, run your first search, and find your first planning application.
3 articlesPlanning Search
Master the search tools — keywords, filters, saved searches, and map view.
4 articlesApplications
Everything about viewing, understanding, and acting on individual planning applications.
3 articlesLeads & CRM
Everything about managing leads, your pipeline, contacts, notes, and follow-ups.
4 articlesProposals
Learn how to create, edit, send, and track professional proposals.
4 articlesAccount
Manage your profile, company information, preferences, and security.
3 articlesBilling
Information about pricing, plans, upgrading, downgrading, and billing.
3 articlesCan't find what you're looking for? Contact our team
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