Planyard’s construction management software for small contractors helps save time and manage project finances accurately. From creating estimates to real-time cost tracking, Planyard eliminates manual tasks and gives you a clear view of your project’s financial health.
For small contractors, building estimates can be time-consuming and prone to errors. Planyard’s software lets you create accurate estimates directly on the platform.
Once approved, they convert into active budgets with a single click—no manual re-entry is needed. This seamless transition keeps your budget aligned with the latest project data from the start.
Planyard’s construction cost-tracking software offers complete flexibility for setting up your project budgets. Build budgets directly from estimates or upload existing templates.
Use your own cost codes and line items to create a budget structure that suits your project budget management needs. This way, every project is tracked precisely, giving you control and clarity over your costs.
Planyard’s construction cost tracking software simplifies issuing and tracking purchase orders and subcontractor agreements. Create POs directly within the platform and link them to your project budget for instant updates.
Track committed costs, manage change orders, and monitor payments, ensuring every agreement aligns with your financial plan. Enjoy streamlined workflows while gaining real-time visibility over your commitments—all in one place.
Managing invoices is critical, but manually tracking and matching them is time-consuming and error-prone. Planyard’s construction invoice management software automates this process, keeping everything organized and accurate.
Invoices are automatically collected, scanned with OCR technology, and matched to the correct supplier and purchase order or subcontract. With built-in accounting integration, approved invoices are seamlessly pushed to your accounting software—saving hours of manual work and reducing errors.
Managing client contracts is straightforward with Planyard’s construction management software. Easily create detailed progress reports to keep clients informed, and handle change orders without disrupting your budget.
Track every contract update and ensure that all project changes are documented and reflected in your financials.
Keeping your project budgets and overall profitability on track is effortless with Planyard’s construction management software. Every approved cost, change order, and invoice is instantly reflected in your budget—whether it’s for a single project or your entire portfolio.
See exactly where your financials stand and identify cost variances early, helping you stay profitable and make informed decisions without sifting through spreadsheets.
Planyard’s construction management software is built with small teams in mind. It’s quick to set up, easy to use, and doesn’t require extensive training or IT support.
With an intuitive interface and a focus on financial management, Planyard helps you get started fast—so you can start seeing value right away without the steep learning curve of complex systems.
"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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"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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"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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"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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We've got your questions covered. If you can't find the answer below, then feel free to contact us via the chat.
Planyard’s Construction Management Software for Small Contractors is designed to help small contracting businesses streamline project budget management and manage costs effortlessly. It provides a centralized platform to track expenses, control budgets, and ensure project profitability without the hassle of spreadsheets.
Planyard helps small contractors by:
Yes, Planyard is specifically designed to make budget management easier by:
Yes, Planyard allows small contractors to:
Planyard improves profitability by:
Absolutely. Planyard is built with a user-friendly interface, making it accessible for contractors with minimal technical expertise. As it is cloud-based, you can just sign up and try it out. No complex implementation is needed. Its straightforward setup and guided onboarding ensure a smooth start.
Yes, Planyard integrates seamlessly with popular accounting software like Xero and QuickBooks, ensuring a smooth workflow between project management and financial accounting.
Planyard saves time by:
No credit card required. No sales or IT support needed.