Project Builder Logo

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
Download The Demo App for iPad

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.