Quotes & Invoicing
Create professional quotes and invoices in seconds. Send as branded PDFs or interactive links. Track payments and chase overdue invoices.
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.
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
Every feature in the box, framed for the way conservatory builders actually work.
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.
Some features are tier-gated. The pricing page shows exactly what's on each plan.
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.
Also used by
Other businesses in the same category running on Pro-cess.
Kitchen Fitters
Design quotes, collect deposits, order units via Procurement, and schedule the install crew.
Bathroom Installers
Survey to sign-off in one platform. Quotes, deposits, fitter scheduling, and snag lists.
Double Glazing Installers
Survey-to-install pipeline with deposits, FENSA records, and fitter scheduling.
Solar Installers
Surveys, MCS paperwork, and install scheduling for UK solar contractors.
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. Walk the finished conservatory or extension with the customer using your tablet, photo any issues against the customer record, assign follow-ups 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 £30/month
14 days free, no card needed. Pick a plan any time during the trial and slide straight into paid without missing a beat.