Does Planyard track subcontractor insurance and SWMS?

No. Planyard covers tenders, subcontracts, progress claims and performance ratings, but not compliance documents. Use a compliance or health and safety tool alongside it for insurance certificates, SWMS and accreditations.

Do subcontractors need a Planyard account?

No. Subcontractors get a link by email and submit their bids and progress claims through it. They do not need to create a login.

Does it work with Xero and MYOB?

Yes. Approved subcontractor invoices sync to Xero, MYOB or QuickBooks from the Essential plan, so nobody re-keys them. Your accounting system handles GST and BAS.

How much does contractor management software cost?

Planyard is priced per project manager per month. RFQs, subcontracts and subcontractor progress claims are on the Ultimate plan at $333 (ex GST), and Essential at $166 covers budgets, actuals and the accounting sync. Every plan starts with a 14-day free trial.

Head contractor management software

Planyard is head contractor management software. Send tenders, issue subcontracts and collect progress claims from your subcontractors through one link.

Every approved cost lands on the project budget, so you see what each package will cost before the job ends.

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Planyard construction accounting software dashboard

Tenders, subcontracts and progress claims in one place

Buyers, quantity surveyors, project managers and site engineers work from the same subcontract records. Send an RFQ to the subcontractors you choose and their bids come back side by side, checked against your budget. More on this on the construction subcontractor bidding software page.

Subcontractors submit bids and monthly progress claims through a link, with no account to set up. They value their work against the contracted schedule of values, so nobody can claim more than is left on the subcontract. See how it works in our subcontractor payment application software.

When you approve a progress claim, the cost moves onto the budget line and the invoice syncs to Xero, MYOB or QuickBooks. Your accounts team stops re-keying subcontractor invoices.

One database for every subcontractor you work with

Categorise subcontractors by trade, rate them after each job, and keep their bids, contract documents and invoices on one company record. When the next package goes out to tender, you invite the ones who performed. The subcontractor database software page has the detail.

Planyard does not track insurance certificates or SWMS, so keep a compliance tool for those. For orders, variations and retention across the whole subcontract, see our subcontractor management software.

Brown & Bancroft, a UK contractor, sends claim links to its subcontractors and many of them upload their claims without help. Read the Brown & Bancroft case study.

What customers say

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

"A lot of the other subbies have just jumped straight onto it and clicked the link we sent them. They’ve been able to upload their valuations themselves."

Claire Hill Estimator and quantity surveyor · Brown & Bancroft Interiors · Bolton, United Kingdom

"It looks more professional. The subbies are happier because nothing gets lost in translation. It's very easy for them. So, it's just very easy for everyone."

Lee Covington Owner · E&N Group Ltd · London, United Kingdom

"One of my subbies is not very tech literate and English isn’t his first language, and he still nailed it first time."

Lee Covington Owner · E&N Group Ltd · London, United Kingdom

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Frequently asked questions

We've got your questions covered. If you can't find the answer below, then feel free to contact us via the chat.

For a head contractor, it is software that runs the commercial side of working with subcontractors: tenders, subcontracts, variations, progress claims and retention. Planyard ties each of these to the project budget, so you can see the committed and forecast cost of every package.