Construction Management Software for Small Contractors

Quick Cost Estimating and Client Quoting

Build accurate cost estimates faster with Planyard’s spreadsheet-like interface—without the risk of Excel errors. Add markups, collaborate with your team for double-checks, and reuse past estimates or cost data to save time. Send professional, branded quotes in one click, keep track of quote versions, and manage every quote in a structured sales pipeline. Seamlessly transition to project cost tracking once the bid is won.

Real-Time Budget Tracking and Invoice Management

Planyard streamlines budget tracking and simplifies invoice management. Collect invoices directly from your inbox, and easily label them against the correct project and budget items—no repetitive data entry needed. Planyard automatically updates the budget, securely stores the invoices, and seamlessly processes them to accounting either via email or via the integration to tools like QuickBooks and Xero, eliminating manual entry for your accounting team.

Streamline Purchase Orders

Planyard’s construction cost tracking software simplifies issuing and tracking purchase orders. Its email-like interface makes creating POs easy, allowing you to track prepayment invoices, manage change orders and variations, and keep track of payment summaries and invoice processing.

Visualize financial risks as you raise orders—not when the final invoice arrives and it’s too late to take action. Eliminate the risk of negative financial surprises at project end.

Simplified Client Payment Applications and Billing Process

Managing the client billing process is straightforward with Planyard’s construction management software. Easily register new client change orders and variations, and quickly create payment applications. Track every contract update to ensure all project changes are documented and accurately reflected in your project profitability.

Real-Time Budget and Profitability Tracking

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.

Easy to Implement for Small Teams

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.