Construction Billing Software

Streamline Your Construction Finances with Planyard

Managing billing in the construction industry is complex and often involves countless spreadsheets. Planyard’s Construction Billing Software eliminates spreadsheets, automates workflows, and maximizes efficiency.

Planyard offers features for managing client contracts, subcontracts and purchase orders, with workflows for payment applications, retention, invoice management and change orders.

Efficient Purchase Order Management with Planyard

Planyard’s construction billing software empowers you to seamlessly create and issue orders to vendors, automatically updating committed costs in your project budget. Say goodbye to manual updates and hello to real-time financial accuracy. With built-in tools for managing change orders and prepayments, Planyard enhances your control over project finances.

Plus, Planyard tracks all payments made against each purchase order, preventing overbilling and ensuring your budgets stay on track and your projects run smoothly.

Streamlined Subcontractor Payment Applications

Planyard’s construction payment management software simplifies subcontractor payment applications by letting you send requests directly through the platform. Subcontractors fill in their applications via a web link—no extra accounts or software needed.

The intuitive form prevents overbilling by automatically checking entries against the subcontract, making approvals easy. This automation ensures accuracy, simplifies financial oversight, and boosts efficiency.

Effortless Client Payment Applications

Client payment applications are easy to create, allowing project owners to quickly generate accurate billing statements. Reports can be downloaded in XLSX or PDF formats for easy distribution. The system tracks previous valuations to prevent errors, ensuring that every charge is justified.

Planyard’s construction client billing software enhances transparency and accuracy, reducing billing disputes and boosting client trust for smoother project management.

Streamlined Invoice Management

Planyard provides multiple methods for collecting cost documents. Collect invoices automatically from the accounts payable inbox, or utilise the email add-on for swift upload of relevant invoices.

OCR scanning and reference numbers are utilised to minimise manual data entry, automatically organising invoices by project, supplier, and budget items while capturing essential details such as invoice dates and amounts.

Moreover, Planyard integrates with accounting software like QuickBooks and Xero, ensuring that all approved financial documents are automatically transferred to accounting, thus enhancing financial workflow efficiency and reporting.

Automated Budget Updates

When using Planyard’s billing workflows, every billing-related action—whether it’s issuing payment applications or approving invoices—automatically updates your project budget in real-time.

This ensures that your financials are always accurate and up-to-date, eliminating the need for manual updates and giving you complete visibility into your project’s financial status.

Enhancing Financial Accuracy and Operational Efficiency

Planyard offers streamlined workflows for subcontractor, vendor and client billing management that significantly reduce the time spent on manual tasks.

The software enhances financial accuracy by minimising the risk of manual errors and facilitates seamless information flow through smart integrations with internal and external stakeholders.

Embrace Planyard to ensure smooth and efficient project management.