Built for Conservatory Builders

Conservatory & Extension Builder Software

Survey to sign-off with staged deposits, supplier coordination, and snag lists.

Manage conservatory and extension projects from first survey to sign-off. Itemised quoting, staged deposit and progress payments, supplier purchase orders via Procurement, install crew scheduling, and D4 snag lists for handover. Built for UK installers handling £15K to £60K builds.

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Sound familiar?

Common problems conservatory builders face every day.

Staged payment schedules forgotten and invoiced late

Supplier orders tracked on whiteboards that become illegible

Install crews, electricians, and plasterers scheduled by phone

Final sign-off dragging because snag lists get lost

Everything you need to run your conservatory & extension business

Professional tools designed specifically for conservatory builders, all in one platform.

Quotes & Invoicing

Create professional quotes and invoices in seconds. Send as branded PDFs or interactive links. Track payments and chase overdue invoices.

Customer Management

Full customer history in one place. Appointments, quotes, invoices, communications, photos, and notes. Never lose context on a job.

Smart Diary

Manage your team's schedule with drag-and-drop diary. View by day, week, or month. Colour-coded by status with Google Calendar sync.

Route Optimisation

Plan the most efficient route for your team's daily jobs. Save fuel, save time, and fit more jobs into every day.

SMS & Email

Send appointment reminders, quote follow-ups, and marketing campaigns by SMS or email. Reduce no-shows and win more repeat business.

Online Booking

Let customers book appointments directly from your website or booking page. Syncs with your diary and sends automatic confirmations.

How Conservatory Builders use Pro-cess

Real workflows that save hours every week.

1

Itemised quotes covering base works, frames, glass, and fit-out

2

Staged payment schedules with automatic reminders at each milestone

3

Supplier PO management via Procurement module

4

D4 snag-list walkthrough with photo annotations at handover

Explore Pro-cess features

Dive deeper into the tools that help conservatory builders run their business.

Quoting Scheduling Invoicing CRM Online Booking Route Optimisation Email Marketing See All Plans

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Frequently asked questions

Common questions about Pro-cess for conservatory builders.

Yes. Pro-cess is built for UK conservatory and extension specialists. Itemised quoting, staged deposit schedules, supplier purchase orders via the Procurement module, install crew scheduling, and D4 snag lists at handover. Ideal for projects from £15K budget conservatories through high-end extensions above £60K.
Yes. Build quote acceptance with multiple payment milestones: deposit on acceptance, stage payment on base works complete, next stage on frame install, and balance on completion. Each milestone generates its own invoice and the customer receives reminders automatically via SMS or email.
Your team diary handles multiple roles (builders, electricians, plasterers, glaziers) in one view. Assign by person and day, manage availability and leave, and push updates to everyone's phone. The Tender Portal module adds subcontractor management if you need external specialists.
Yes on the Business tier with the D4 CRM module. Walk the finished conservatory or extension with the customer, photo-mark any issues, assign snags to team members, and track each to resolution before final payment is requested. Creates a professional closedown that reduces payment disputes.
Yes. Staged payments on conservatories and extensions sync to Xero and QuickBooks Online as they're paid. Your accountant sees the deposit at acceptance, the base-works payment, and the balance land against the right customer in real time, not weeks later.
Yes. Use quote sections to break the job into base works, frame supply, glazing, finishes, and extras. Customers see a professional breakdown that reduces scope disputes and helps them understand why a like-for-like comparison with a cheaper competitor isn't apples to apples.

Plans from £20/user/month

Start with a 14-day free trial, no credit card required. When your trial ends, choose the plan that fits your conservatory & extension business.

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