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Our Software

ProjectBuilder is a comprehensive project and compliance management system to support your installation business within the private, financed and ECO sectors.

  • Full workflow management solution
  • Integrated point of sale e-finance
  • Appointment allocation for multiple users
  • Dynamic technical surveys and document uploads
  • On-line ordering via PTS or City Plumbing Supplies
  • Automated handover
  • Management dashboards and live statistics

Helping to smoothly manage multiple installations.


Customers

Input customer and other party details. Hosts multiple property types and ownership.

Properties

Validate property address, download/upload Energy Performance Certificates and Occupancy Assessments and/or appoint assessors.

Surveys

Site based surveys and risk assessments; automatically synced back to system. Upload technical information.

Estimates & Quotes

Product selection and pricing; generates your own company branded quotations that you send directly to the customer. Integrated e-finance and ECO calculation tool, where applicable.

Order

Order on-line using your PTS or City Plumbing Supplies trade account. Create purchase orders for materials not supplied by PTS/CPS.

Install & Handover

Commissioning document upload. Customer sign-off with automated handover pack compilation that can be issued directly from the system.