Project planning
Job stages, milestones, dependencies, resource allocation and a view of upcoming work. Use a supported project planning platform with a configuration your team can maintain.
For contractors, project managers and specialist firms coordinating enquiries, tenders, jobs and delivery teams.
Organise the route from enquiry to completed work. Consultancy programmes clarify the sales pipeline, project handover, responsibilities and management information before introducing new tools.
A consistent handover from an accepted quote to a job plan, with an owner for each next action.
Select the tools that support the agreed process. They are separate from the consultancy programme and subject to platform fit.
Job stages, milestones, dependencies, resource allocation and a view of upcoming work. Use a supported project planning platform with a configuration your team can maintain.
Track opportunities, deadlines, bid decisions and follow-up. Reuse approved company information and maintain a record of the source documents.
Site forms, progress updates, document requests and variation approvals, connected to the job record where the selected tools support it.
Capture enquiries in the CRM, allocate callbacks and send approved follow-up messages after quotations.
Project planning is provided through a supported specialist tool where required. Estimating, BIM, design work and engineering sign-off are outside this software package.
Explore the full software offeringDocument the enquiry-to-project handover and agree what information a job needs.
Configure one job-planning template and the agreed CRM handover.
Maintain access to the selected planning, enquiry and reminder tools within the agreed plan.
An example of how the services can be combined, not a client case study. Setup fees, monthly subscriptions and any provider usage charges are confirmed before work starts.
Describe what you want to improve. We’ll help you identify the right programme and explain the scope, timetable and fee.
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