Get the fee proposal signed without the chasing.
Send your fee proposal as a private link your client signs on their phone, and deliver the report the same way. You'll see when each one has been opened, so the follow-up call is about the work.
The appointment usually stalls on a fee proposal sitting unopened in someone's inbox. Send it from here and you'll know when it was opened and when it was signed. When the report is done it goes out the same way: a private link with your business name at the top, opened on the client's phone, no attachment to bounce off their mail server. You bring the judgement. The paperwork around it gets lighter.
Win the appointment
Upload your fee proposal and send it for signature. Your client opens a private link, reads it and signs on the same page, with no account to make.
You can find new work too. Marketplace is open. Anyone with a verified account, Free or paid, can see open jobs and bid on them. Search for jobs in your service areas and quote the ones you want. Free includes 3 open-board quotes a calendar month and unlimited quotes on jobs you’re invited to. Any paid plan removes the cap. On a paid plan you can add your licence, insurance and ABN to your profile. Urban Pulse doesn't check them with the issuer yet, so a client will still ask you for them and check them before they award.
Deliver the report on a private link
Send a report as View only and there's nothing for your client to sign. They open the link, read it and download it. It opens in a client view with your business name and monogram on it, and a small assistant called Pulse can tell them what the document is and who sent it. Pulse answers from the page itself and points them back to you for anything else.
You see the moment it has been opened. No more ringing to ask whether it arrived.
Matters, organised by client
On Planning Pro, your work sits in matters: one per client and job, the Smith job at 42 Wallaby Way rather than a folder of loose assessments.
Stage and obligations
Where each matter sits, and everything the firm still owes the consent authority on it. Moving a matter on to lodged or determined, and closing an obligation, is for a verified planning firm.
The statutory clock
For a verified planning firm: it counts the days from the lodgement date you note on the matter, and shows as stopped while a council RFI you have recorded is open. The statutory periods haven't been checked against the Act yet, so it shows no deemed-refusal date or days left.
Specialist quotes
Ask for specialist quotes from inside the matter. The request picks up what the site points to, a heritage consultant for a heritage overlay or a flood engineer for flood. You keep the client.
Start with the site already read
Put the address in and read the zone, what the council allows, the overlays to check and the likely approval pathway, from live state planning data. Where a council's controls aren't fully mapped yet the read says so, and any overlay layer we didn't read is listed as Not checked, so you know exactly what still needs your eye.
When the job needs a planning application, Planning Pro builds the planning pack for your client to review and lodge, including a list of the documents to attach, shaped by the mapped overlays on the site (for NSW, separate lists for a development application and a complying development certificate), naming any layer we could not check and marking each document attached or not started, with your advice behind it. You can help them lodge it.
Less chasing, week to week
Ringing to ask whether the fee proposal arrived.
Seeing when it was opened, and when it was signed.
A large report bouncing off the client's mail server.
A private link they open on their phone.
Working out from your inbox which council deadline is next.
The stage and the obligations on each matter and, for a verified planning firm, the clock.
What consultants ask
Does my client need an account to sign?
No. They open a private link on their phone or computer, read the proposal and sign on the same page. Nothing to install and no password to set. You can see when it was sent, when it was opened and, if you asked for a signature, when it was signed.
What does Urban Pulse give me for an address?
The site's published planning position on the day you read it, free and with no account: the zone, what the council allows, the overlays to check and the likely pathway. The read carries its labels, so you can see at a glance where a council's controls aren't fully mapped yet and which overlay layers are marked Not checked for your own review.
Who lodges the application, me or my client?
Your client is the applicant, and you can help them lodge it. On Planning Pro, Planning builds the planning pack for your client to review and lodge, and includes a list of the documents to attach, shaped by the mapped overlays on the site (for NSW, separate lists for a development application and a complying development certificate), naming any layer we could not check and marking each document attached or not started. The decision on approval sits with the council or the relevant authority.
How does work reach me here?
Search Marketplace for jobs in your service areas and quote the ones you want. Free includes 3 open-board quotes a calendar month and unlimited quotes on jobs you’re invited to. Any paid plan removes the cap. No directory entry to buy and no lead feed. On a paid plan your licence, insurance and ABN go on your profile, and a client still asks you for them and checks them before they award.
Send your next fee proposal from here.
Proposals signed, reports opened and, for a verified planning firm, the clock on each matter. Leave your work email and we'll tell you when you can send your first proposal.
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Urban Pulse is an Australian construction platform: check what a site allows, build the planning pack, get quotes from trades, send contracts and reports for signing, and run the build. Payments & Finance is coming soon.