What Platrom does
One system for the whole process. Look at each module to see what you do with it and what Platrom does differently there.
This is what it looks like
The dashboard of an installation company with eleven live projects. On the left the modules switched on for this company. On the right what needs attention today.
Van Elzen InstallationsSearch by client, project or job sheet number…MdGDashboard
Work in progress
€ 412,800
Margin this quarter
18.4%
Outstanding
€ 96,240
Work queue
- 4 minWoonstede · EdeBreakdown: heating down in 3 homesBreakdown · urgent
- 2 hrsVan Dijk Vastgoed · ApeldoornQuote request, 480 m² roof refurbishmentQuote request
- 3 daysBarneveld CouncilTender, pumping station maintenanceTender · closes 12 Sep
Capacity week 36
EngineerMonTueWedThuFri
M. de GrootKastanjelaan 14Service visit
R. AydinBoilerRoof refurb phase 1
T. VermeerVan Dijk service visits
Still free
Sales
From a message coming in to a signed job.
Contacts
Clients, prospects, suppliers and subcontractors. Contact people, several addresses, tags.One client, the same everywhere. What was captured in the sales conversation is on the job sheet and on the invoice too.
Leads
Incoming enquiries in a work queue, sorted by waiting time, with a clock that changes colour.Platrom reads every incoming message and picks up the subject, the urgency and the next step it asks for.
Pipeline
Opportunities on a board by stage, with weighted forecast and a flag on anything standing still.
Quotes
Quote builder with sections, provisional sums and optional items. Versions, and online approval by the client.The customer approves online through a personal link. The quote is then turned into a job automatically, along with the terms and the amounts that go with it.
Tasks
Follow-up on leads, opportunities and contacts, with anything overdue at the top.
Sales analysis
Win rate, lead time and loss reasons from a fixed list.Every lost opportunity records a fixed loss reason. That shows you how many jobs you lose on price, on timing or on capacity.
Operations
Where the work happens, and where most of the margin leaks away.
Jobs and projects
Budget per cost category, phases, variations, interim invoices and a progress statement. Job sheets and hours come together on one tab.Budget and actual sit side by side, per phase. Every forecast to completion shows how reliable the calculation is at that moment. On a project that has only just started, Platrom allows for how little there is to go on.
Work orders
Schedule on a planning board, assign to engineers, book straight through to the project.
My work
The engineer’s view on the phone, which keeps working offline: timer, materials, photos, signature and variations signed on site.The engineer can record hours, materials, photos and signatures without a signal as well. Everything syncs automatically once there is a connection again.
Sites and assets
Locations with their equipment, maintenance history and access details.The engineer who has never been there knows where the key is kept and what was done to that boiler last time.
Service and maintenance
Maintenance contracts, service visits and breakdowns. Flags what is overdue, and flags statutory inspections separately.
Administration
Invoices you can explain, and purchasing you see coming.
Invoicing
Time-and-materials and interim invoices, credit notes, retention and the G-account.Retention is calculated on the amount excluding VAT, the G-account on the amount including it. Get that wrong and every construction invoice needs a correction.
Invoice backup
Every invoice line points back to the signed job sheet: date, engineer, hours, what was done and who signed.
Purchasing
Orders and purchase invoices, with the committed cost that is not in the figures yet.Platrom shows separately what has been ordered but not yet invoiced. That gives you a more realistic picture of the expected project result.
Accounting link
Sales invoices and debtors to Exact Online or SnelStart.
Documents and branding
Paperwork that looks like it came from you, because it did.
Template builder
Build quotes, invoices, job sheets and reminders from blocks, with no IT knowledge.A check watches the statutory invoice requirements and blocks any template that would not produce a valid invoice.
Branding
Logo, colours, typeface and margins. The colours are proposed from your logo.
Template per client
Large clients prescribe their own layout. The lookup falls back from client template to general template to the default.
Insight
Figures with an action attached and nothing else.
Dashboard
The day view for the office, and a view of its own for the engineer.
Key figures
Work in progress, forecast final cost, margin, DSO and funnels.You only see figures you can act on, such as work in progress, margin, lead time and outstanding invoices.
Usage monitor
Sessions, retention, depth of use and where people get stuck.
Alerts
Role-based alerts with push messages, quiet hours outside working time and an inbox in the app.
Budget and actual, side by side, per phase
The margin leaks halfway through, not at the end. That is why the actual figure sits next to the budget, on the day itself and per phase. A monthly report is too late for that.
The forecast says how sure it is. On a project where one phase is running, it says so. A number that pretends to know everything gets ignored within a month.
Roof refurbishment Bosweg · 2026-118
Preparation
€11,980
Strip out and disposal
€31,240
Roof covering
€58,100
Finishing
€0
Forecast final cost
€138,900
It tells you how sure it is: reasonable. Three of the four phases have started and 62% of the hours are booked.
What it stands on
The part you never see as long as things go well, and the only part that counts on the day they do not.
Several companies on one installation
Every company gets its own environment with its own data and its own branding. The separation is enforced at database level, not only in the application code.
Permissions
User rights are checked at four levels: the subscription, the user role, access to specific records and the financial mandate.
Security
Two-factor authentication, rate limiting on sign-in, password recovery, HTTPS and an audit trail of who did what and when.
Operations
Nightly backup with tested restore, version control with a changelog, and an event log.
Want to see how this works on your own jobs?
Half an hour, with one of your own projects on the table. No slides and no sales pitch. We walk your job through the system, from enquiry to invoice line.