Effortless Billing Management for Construction Projects

In the construction industry, managing billing processes can be challenging. More often than not, the processes will include numerous spreadsheets and a lot of man-hours. Planyard construction billing software enables companies to get rid of spreadsheets by providing an effective solution by simplifying and automating these complex workflows. 

Planyard aims to simplify billing management by offering features for client and subcontractor management, as well as features for the issuance of purchase orders. This includes seamless workflows for payment applications, invoice management and change orders. 

By utilising Planyard, contractors can decrease administrative overhead, reduce the likelihood of errors, and enhance their abilities to track financial progress effectively.

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Efficient Purchase Order Management with Planyard

Planyard streamlines purchase order management by allowing users to create and issue orders directly to vendors via the platform. As soon as purchase orders are issued, committed costs are automatically updated in the project budget, ensuring accurate financial tracking and reducing manual effort. 

The platform also facilitates the management of purchase order change orders and prepayments, enhancing financial control.

To prevent overbilling, Planyard rigorously cross-checks each transaction against the initial purchase order. This built-in safeguard ensures financial accuracy and compliance with project budgets, streamlining project financial management.

Streamlined Subcontractor Payment Applications

Planyard simplifies the collection of subcontractor payment applications by enabling project owners to send payment application requests directly from the platform. Subcontractors receive a web link, allowing them to input data without the need for accounts or additional software. 

The payment application form is foolproof and prevents any risks of overbilling, as Planyard automatically cross-checks information with the existing subcontract. Project owners are able to approve or reject valuations, directly from the platform

Planyard enhances project management by automating and integrating subcontractor payment applications, ensuring accuracy and preventing overbilling. This system simplifies financial oversight and boosts efficiency across projects.

Effortless Client Payment Applications

Project owners can set up a client budget that includes the client’s schedule of values. This ensures all billing activities are aligned with the agreed terms from the outset.

Client payment applications can be easily created, enabling project owners to generate accurate billing statements swiftly. Once completed, the report can be downloaded in XLSX or PDF formats, allowing for straightforward distribution to clients.

The system considers previous valuations to prevent errors, ensuring that every charge is justified.

Planyard’s construction billing software streamlines client billing processes, ensuring that valuations are precise and shared promptly. This transparency and efficiency not only prevent billing disputes but also enhance client satisfaction and trust, ultimately boosting project management efficiency.

Streamlined Invoice Management

Planyard provides multiple methods for collecting cost documents. For instance, linking the accounts payable email to Planyard ensures the automatic uploading of invoices directly to the platform. Additionally, Planyard offers email add-ons and a mobile app, catering to diverse operational needs. 

The system utilises OCR scanning and references to minimise manual data entry, automatically organising invoices by project, subcontractor or vendor, 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.

Enhancing Financial Accuracy and Operational Efficiency

With all aforementioned features being directly interlinked with the project budget, 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.

Planyard offers features for visualising cash flow, and profitability forecasts providing you with clear insights into your project’s financial health. Embrace Planyard to ensure smooth and efficient project management.


Planyard in 2 minutes

Planyard (by Fizure) - quick overview - budget management software for construction projects

Benefits

Know whether a project makes a profit or not before it finishes

Save 3-5 days per month per project manager

Standardize the processes and ensure compliance

Detect estimating and design errors

Get rid of manual calculations and copy-paste

Don’t let things fall through the cracks

Built for project managers.

You don’t have to spend weeks learning it. It works the way project managers actually work.

  • Estimate, track and forecast your budget.
  • Collect bids, progress reports, change orders and invoices from subcontractors.
  • Keep everything interlinked.
  • Follow your project profitability in real time.
  • Keep accounting automatically in sync.

Works for the management.

Standardize your cost management processes and ensure compliance across the company.

  • Get a real-time overview of your entire project portfolio.
  • Keep all the data in one tightly integrated system.
  • Forecast profitability and cash flow.

Planyard integrates with your existing tools

Xero logo on Planyard
Outlook logo on Planyard
Directo accounting integration
Google Chrome
Gmail logo on Planyard
Plangrid
Download on the App Store

Work from anywhere with our mobile apps

First class support during and after implementation

Dedicated account manager

Email and chat support

Support center with how-to artiles and videos

Functions

Bid collection

Easily prepare and send bid requests to subcontractors. Quickly evaluate RFQs next to each other, request bids adjustment via multi-round bidding, and convert the winning bid to a contract with one click.

Budget management

Full overview of all the transactions related to your budget. Drill down to job phase or line-item level to see whether you are on track to profitability.

Contract and change order management

Link contracts with the budget, pay applications and invoices. Manage change orders as part of contracts.

Progress reporting

Collect progress reports from subcontractors. Avoid errors through automatic interlinking of progress with previously done work and the budget. Approve them with one click.

Invoices management

Stay on top of your project invoices without creating folders, printing papers or sending back and forth emails.

Subcontractor billing

Let subcontractors invoice you after you’ve approved their progress reports. Connect invoices automatically to the right job and project.

Approval workflows

Send subcontractor progress reports for a round of additional approvals within your team.

Forecasting

Stay on top of your project costs and profitability forecasts in real time at every stage of the project.

Cash flow control

Track your projects’ month-over-month cash flow and take immediate action when you see that the monthly approved expenses are about to exceed the income for a given project.

Our customers about us

Bonava logo
Hitachi ABB
Kaamos Group logo

Intra Interieur

“I wanted to escape the spreadsheets, escape the manual data entry, and look for ways to stay on top of the budget numbers. It’s challenging within a development company to keep on top of your numbers.

So I came across Planyard in a search to improve the budget management processes and, to make my own life easier.

Planyard does that, and it takes your project budget and puts it very clearly on screen for you so you have a live real-time picture of where your project budget is at any given point.”

Ian Holford

Manager, Higgihaus Developments

Bristol, UK

“I have been working on cloud accounting tools like Xero and QuickBooks which are excellent, but they don’t have a specific construction-based costing tool.

Construction companies rely on expensive quantity surveyors and project managers to do a lot of data input on packages such as Excel which takes them away from focusing on value-added activities and driving the profit growth.

When I came across Planyard, I was relieved that there was finally a solution to this problem. Quotes, subcontract orders, purchase orders, invoices, progress bills, etc are put on the system and it’s linked directly to the budget, CVRs, subcontractors, and the suppliers. This is making people’s lives a lot easier. Data is at hand, it’s automated and it gets everyone away from the out-dated requirement to fill out spreadsheets.”

Paul Howarth

ACMA & CGMA, Director, Live Management Accounts Ltd

Manchester, UK

“I would say that Planyard is a great way to easily and conveniently track your job costs in one place. It keeps track of all of the documents and the numbers in one place.

If there’s some problem with the budget, it just tells you what you need to fix and you’ll be fine. It really just kind of thinks a step ahead for you.”

Jordan Cohen

Partner, TITN Development

Florida, US

“We save four working days each month per project manager. The biggest efficiency booster came from getting rid of duplicate data entry.”

Marek Korbelainen

Head of Construction, Kaamos Group

Tallinn, Estonia

“We wanted to know before a project finished whether we were going to make a profit or not. Planyard has allowed us to do that. We can see exactly which jobs are profitable and which ones are not, so that we can make changes on the go.”

Tomy Saaron

Member Of The Board, Hausers

Tallinn, Estonia

A selection of projects built using Planyard

Your data is safe with us

Kept in Google Cloud

Google Cloud Compute corresponds to the highest security standards. Your data is hosted physically in Google’s European servers.

Regular backups

We back up your data regularly. This means that if someone in your company accidentally deleted something big, you can restore it.

2-factor authentication

Two-step verification (password + a second factor such as a phone confirmation) reduces the risk of someone gaining access to your data.

Access rights control

Access can be limited on a company and project level. Not everyone needs to see everything.

Export

You can always take your data with you. Whether this is for additional analysis or moving to a new tool.

Just upload the budget of your starting project and stay organised

* Free 1-2 hours training session
* Dedicated account manager
* Upload your budget and get organized
* Free tutorial videos
* No lengthy training or implementation required

1.1€+ bln

Managed through Planyard

1000+

Users

100+

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