Construction Purchase Order Software

Managing purchase orders, budget commitments, and payment summaries across spreadsheets leads to time-consuming back-and-forth and double-checking. Planyard standardizes the process, keeping everything up-to-date without double data entry.

Construction project purchase order creating email like feature image Planyard

Simple and Efficient Purchase Order Creating

Planyard’s intuitive purchase order feature makes issuing orders as simple as sending an email, requiring no prior training. Your entire team—project managers, quantity surveyors, and site engineers—can quickly be set up with the appropriate permissions to raise purchase orders.

Planyard also automatically adds standardized terms, such as invoice submission details and purchase order reference numbers, directly to the purchase order PDF for consistency and accuracy.

Track the committed costs on project budget against the estimates

Track the Committed Costs Against the Budget

Once an order is placed, Planyard updates the project budget and flags when committed costs exceed the budget, allowing you to spot risks early and prevent overspending.

If your budget is structured by phase, you can track profitability from the start. By your first cost control meeting, you’ll already know how the initial phases are performing, even before invoices arrive.

Upload the project budget using your own cost codes, and follow the financial progress in real-time

No credit card required. No sales or IT support needed.

Project purchase order example pdf file with the purchase order number and ordered items and quantities

Purchase Order Numbers Make the Invoicing Process Easy

Purchase order numbers simplify the management of purchase invoices. Planyard automatically collects invoices from your accounts payable email. If an invoice includes a purchase order number, Planyard’s OCR extracts key data and matches it with the correct purchase order—eliminating manual sorting and matching.

When it’s time to process the invoice, all relevant information is already extracted, and previous payments are clearly visualized, making the entire process faster and more accurate.

Approving a purchase invoice for the purchase order and reviewing the purchase order payment summary

Avoid Being Overbilled

To process the invoice, the project manager reviews previous payments and remaining balances linked to the corresponding purchase order, ensuring the invoiced amounts match what was ordered.

Once approved, Planyard automatically updates the project budget and purchase order payment summary. The cost is securely stored within Planyard and can be seamlessly synced with accounting systems such as Xero, QuickBooks, MYOB, Sage, or others—ready for processing.

Upload the project budget using your own cost codes, and follow the financial progress in real-time

No credit card required. No sales or IT support needed.

The list of all open purchase orders with the order payment summaries and how much is remaining to be paid

No More Unexpected Project Late-Stage Invoices, Messing up the Margins

All your project purchase orders are now in one list, giving you a clear overview of the total value, payments made, and outstanding balances.

At the end of the project, easily verify that all bills are paid and orders are closed. With everything in order, you can confidently take a break, knowing you’ve met the project’s financial targets.

Read success stories from our customers

See how Planyard helps businesses like yours succeed - read their stories in our blog.

"Planyard's integration with Xero has streamlined our project financials, providing clear insights and saving us valuable time. It's easy to use and keeps all commitments organized for seamless financial tracking."

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Sharon Brown, Financial Controller, Dublin, Ireland

"Planyard saves us 3-4 days per project by simplifying financial tracking and cutting out double data entry. It’s user-friendly and lets us focus on our main tasks."

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Jason Escobar, Project Manager, Oxenfrod, Australia

"Planyard is basically a live CVR and saves time by making Excel unnecessary. Once a project’s set up, I can rely on Planyard to stay organized without spreadsheets."

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Claire Hill, Quantity Surveyor, Bolton, UK

"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."

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Jordan Cohen, Project Director & Partner, Florida, US

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