Simplify and standardize progress reporting
You can collect progress reports & invoices from subcontractors with this simple construction progress reporting software.
Have the software do most of the tedious calculations for you. Because of this, you can avoid errors in data.
Free 14-day full-featured trial. Full access. No credit card required.
Get notified when progress reports require review
When a subcontractor submits a progress report (sometimes also called commitment, claim or pay application), you’ll receive a notification email. This means that you will never miss any progress report again.
You can also see the progress reports that are waiting for approval in the Planyard construction progress reporting software.
Quickly review and approve progress reports
Planyard automatically compares progress reports to estimated costs, previous progress reports, and the contract. You can see all of this information on the same screen. Because of this, you don’t have to compare data on multiple systems anymore.
You will see a warning if an expense exceeds the contract, progress report, or set goal.
The only thing you have to do is check whether the actual work done by the subcontractor is also what’s in the report.
Double check progress reports with stakeholders
Send progress reports for an additional round of approval to site engineers, management, or accounting if needed. To do this, you can add your whole team to Planyard for free.
You will know exactly who approved the progress report and who is still on hold.
If you approved it, the subcontractor receives an email with a link to re-submit the report. They also receive a note of explanation for why it got rejected. After that, the subcontractor can resubmit their progress report with the fixes.
If you rejected it, the subcontractor will receive an email with a link to upload an invoice. After that, the subcontractor can upload the invoice which is automatically connected to the progress report.
Approve invoices and keep budget automatically updated
Open the subcontractor invoice with a single click and compare it with the original progress report in the same view.
Go through the whole progress reporting process with a couple of clicks, including submitting the report to approving the corresponding invoices.
You didn’t have to fill a single cell and everything gets automatically updated. This includes the budget, contract, change orders, and progress reports.
Keep accounting automatically in sync
Planyard sends the approved invoices accounting automatically together with a document that shows the original progress report for a better context. Because of this, the accountant also gets the full picture right away.
These pre-approved invoices reduce the amount of manual work for accountants greatly.
Try this construction progress reporting software now. Free to try for 14 days.
Our customers about us
“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.”
Manager, Higgihaus Developments
“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.”
“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.”
Member Of The Board, Hausers
Still using Excel for budget management?
There’s a better way.
Spreadsheets are not the best way for managing job costs
- It’s too easy to make mistakes;
- You can’t see behind the numbers;
- It’s hard to standardize and ensure compliance;
- There’s no real-time overview of profitability forecasts;
- It means duplicate work for PMs and accountants.
Planyard saves time and nerves
Follow your budget in real time and take immediate action when errors occur. Job costs are organized, and fully searchable and accessible for forecasting, project management and more.