ProjectBuilder is a comprehensive project and compliance management system to support your installation business within the private, financed and ECO sectors.
Input customer and other party details. Hosts multiple property types and ownership.
Validate property address, download/upload Energy Performance Certificates and Occupancy Assessments and/or appoint assessors.
Site based surveys and risk assessments; automatically synced back to system. Upload technical information.
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 on-line using your PTS or City Plumbing Supplies trade account. Create purchase orders for materials not supplied by PTS/CPS.
Commissioning document upload. Customer sign-off with automated handover pack compilation that can be issued directly from the system.