Pro Property Ltd is an established property services company providing plumbing, heating, bathrooms, kitchens, windows, doors, plastering, decorating and wider home improvement services.
As the company continued to grow, its existing website and collection of separate business systems were no longer providing the speed, control or connected customer experience the team required.
COZQ was commissioned to deliver a complete digital transformation: a brand-new website connected directly to LevelUp, a bespoke intelligent business management platform designed around Pro Property’s real operational processes.
As the company continued to grow, its existing website and collection of separate business systems were no longer providing the speed, control or connected customer experience the team required.
COZQ was commissioned to deliver a complete digital transformation: a brand-new website connected directly to LevelUp, a bespoke intelligent business management platform designed around Pro Property’s real operational processes.
The Challenge
Pro Property’s previous WordPress website had become outdated and was identified as a potential security and maintenance risk. It no longer represented the quality of the company’s work and did not connect meaningfully with the systems used to manage customers, staff and jobs.
Behind the website, the business relied on several disconnected platforms for customer management, team communication, documents, scheduling, contracts and payments. This created duplicated administration, fragmented information and additional work for office staff.
Important processes often required information to be copied manually between different systems. Scheduling work also required staff availability, leave, sickness, skills and existing jobs to be checked manually before dates could be offered to customers.
Behind the website, the business relied on several disconnected platforms for customer management, team communication, documents, scheduling, contracts and payments. This created duplicated administration, fragmented information and additional work for office staff.
Important processes often required information to be copied manually between different systems. Scheduling work also required staff availability, leave, sickness, skills and existing jobs to be checked manually before dates could be offered to customers.
-
Outdated website
The previous WordPress website no longer reflected the business and presented ongoing security and maintenance concerns. -
Disconnected software
Customer records, jobs, staff, documents, communication and payments were spread across multiple separate systems. -
Manual scheduling
Finding suitable dates required office staff to manually review availability, skills, leave and existing commitments. -
Fragmented customer journey
Website enquiries, quotes, contracts, bookings and payments were not connected through one consistent experience.
The COZQ solution
COZQ designed and developed a completely new website for Pro Property Ltd, replacing the old WordPress installation with a faster, cleaner and more secure custom-built platform.
The website was then connected directly to LevelUp, allowing information entered by customers to flow into the same platform used by the Pro Property team to manage enquiries, quotations, jobs, staff, documents, contracts and payments.
Rather than simply replacing the website, COZQ reviewed the wider operation and created a connected digital environment around the way the company actually works.
The website was then connected directly to LevelUp, allowing information entered by customers to flow into the same platform used by the Pro Property team to manage enquiries, quotations, jobs, staff, documents, contracts and payments.
Rather than simply replacing the website, COZQ reviewed the wider operation and created a connected digital environment around the way the company actually works.
A modern website designed to generate trust and enquiries.
The new Pro Property website presents the company’s full range of services through a cleaner, modern and mobile-responsive design.
Awards, reviews, accreditations and service information are positioned clearly throughout the site to strengthen customer confidence. Visitors can quickly understand what Pro Property offers, request quotations and access available booking options.
The website was built to be faster, easier to maintain and better aligned with the company’s long-term growth plans.
The new Pro Property website presents the company’s full range of services through a cleaner, modern and mobile-responsive design.
Awards, reviews, accreditations and service information are positioned clearly throughout the site to strengthen customer confidence. Visitors can quickly understand what Pro Property offers, request quotations and access available booking options.
The website was built to be faster, easier to maintain and better aligned with the company’s long-term growth plans.
One intelligent platform for the entire business
LevelUp connects the major areas of Pro Property’s operation through one secure platform.
The system manages customers, leads, quotations, proposals, staff, jobs, scheduling, contracts, documents, invoices, payments, communications and business administration.
This gives the team a central source of information and removes the need to repeatedly move between multiple disconnected tools.
The system manages customers, leads, quotations, proposals, staff, jobs, scheduling, contracts, documents, invoices, payments, communications and business administration.
This gives the team a central source of information and removes the need to repeatedly move between multiple disconnected tools.
Intelligent job scheduling built around real staff availability
One of the most important parts of the project was the development of LevelUp’s intelligent scheduling engine.
When the team needs to plan a job, LevelUp checks the required work, expected duration, staff skills, team size, leave, sickness, working patterns and existing diary commitments.
The platform can then identify the earliest suitable date and produce a planned allocation in the correct order. This significantly reduces the amount of manual diary checking normally required when arranging larger or multi-day jobs.
Once confirmed, the relevant staff members can be assigned and notified through the same connected workflow.
When the team needs to plan a job, LevelUp checks the required work, expected duration, staff skills, team size, leave, sickness, working patterns and existing diary commitments.
The platform can then identify the earliest suitable date and produce a planned allocation in the correct order. This significantly reduces the amount of manual diary checking normally required when arranging larger or multi-day jobs.
Once confirmed, the relevant staff members can be assigned and notified through the same connected workflow.
-
Customer and lead management
Customer details, enquiries, communication and opportunities are managed through one connected record. -
Sales Build
Professional proposals, service selections, quotations, contracts, deposits and customer acceptance are managed through one workflow. -
Job management
Accepted work moves into a structured job process containing staff assignments, notes, documents, costs and financial information. -
Customer portal
Customers can review proposals, accept work, upload documents, sign contracts and make payments online. -
Staff and diary management
Availability, leave, skills, jobs and working schedules are considered when planning and allocating work. -
Website booking integration
Website enquiries and booking requests connect directly with LevelUp rather than remaining isolated from internal operations. -
Contracts and documents
Contracts, files, customer documents and project records remain linked to the correct customer and job. -
Invoicing and payments
Invoices, deposits, payment stages and online payments are connected to the wider sales and job workflow.
The result
Pro Property now has a modern digital presence supported by a business platform designed specifically around its operation.
Website enquiries, customer bookings, quotations, staff planning, jobs, contracts, documents and payments can now form part of one connected workflow.
The project has created a stronger foundation for future growth while reducing the limitations caused by outdated technology and disconnected software.
COZQ continues to work closely with Pro Property through ongoing development, support and optimisation of the website and LevelUp platform.
Website enquiries, customer bookings, quotations, staff planning, jobs, contracts, documents and payments can now form part of one connected workflow.
The project has created a stronger foundation for future growth while reducing the limitations caused by outdated technology and disconnected software.
COZQ continues to work closely with Pro Property through ongoing development, support and optimisation of the website and LevelUp platform.
Key Outcomes
-
New secure and responsive website
-
Direct connection between the website and LevelUp
-
Improved customer enquiry and booking journey
-
Centralised customer and job information
-
Reduced reliance on disconnected systems
-
Intelligent staff and job scheduling
-
Connected proposal, contract and payment process
-
Long-term platform for continued development
Testimonial
A message from Dean, Director at Pro Property Ltd
Dean
Director, Pro Property Ltd
Take a look
Could your business benefit from a connected system like this?
See what LevelUp can do for your business
