{"id":10160,"date":"2025-04-04T10:49:04","date_gmt":"2025-04-04T10:49:04","guid":{"rendered":"https:\/\/planyard.com\/planyard-essential-functionality-setup"},"modified":"2025-05-19T16:34:04","modified_gmt":"2025-05-19T16:34:04","slug":"essential-functionality-setup-guide","status":"publish","type":"page","link":"https:\/\/planyard.com\/en-au\/essential-functionality-setup-guide","title":{"rendered":"Essential Functionality Setup Guide"},"content":{"rendered":"\n<p>Planyard\u2019s essential features eliminate spreadsheets by streamlining cost estimating, principal quotes, invoice processing, and real-time budget tracking with automated budget updates and seamless accounting integration.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">1. Cost Estimating &amp; Principal Quoting<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Here\u2019s a&nbsp;<a href=\"https:\/\/planyard.com\/en-au\/planyard-cost-estimating-and-quoting-training-videos\" target=\"_blank\" rel=\"noreferrer noopener\">4-minute guided video<\/a>&nbsp;on quickly getting started.<\/li>\n\n\n\n<li>Go to\u00a0<a href=\"https:\/\/app.planyard.com\/company\/settings#\/company\/settings\" target=\"_blank\" rel=\"noreferrer noopener\">Company \u2192 Settings<\/a>\u00a0to enter your company details\u2014these will be automatically added to your PDF quotes.<\/li>\n\n\n\n<li>Review and update your\u00a0quote terms template\u00a0under\u00a0<a href=\"https:\/\/app.planyard.com\/company\/settings#\/company\/settings?tab=features\" target=\"_blank\" rel=\"noreferrer noopener\">Company \u2192 Company-wide features \u2192 Principal quote terms.<\/a><\/li>\n\n\n\n<li>Customize your estimating pipeline under\u00a0<a href=\"https:\/\/app.planyard.com\/company\/settings#\/company\/settings?tab=features\">Company \u2192 Company-wide features<\/a> \u2192 Budgeting pipeline stages &amp; Principal quote terms.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2. Project Budget Control &amp; Invoice Processing<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/youtu.be\/oWLReUavnDY\">Watch this 2-minute intro video<\/a>\u00a0to learn how to process subcontractor and vendor invoices with automated budget updates and seamless accounting integration. <\/li>\n<\/ul>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Start your next project on Planyard: Go to Planyard \u2192 Projects \u2192 Create Project, then follow the short 1\u20132 minute video guides to upload your starting project budget from a spreadsheet.<\/li>\n\n\n\n<li>Best ways to link vendor and subcontractor invoices to your projects:<\/li>\n\n<ol class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=2vl0Y8rcoHs&amp;ab_channel=Planyard\" target=\"_blank\" rel=\"noreferrer noopener\">Auto-import invoices<\/a>\u00a0via your\u00a0accounts payable email\u00a0(most popular).<\/li>\n\n\n\n<li>Process invoices directly from\u00a0<a href=\"https:\/\/www.youtube.com\/watch?v=-eJj0xiNqUs&amp;ab_channel=Planyard\" target=\"_blank\" rel=\"noreferrer noopener\">Outlook<\/a>\u00a0or\u00a0<a href=\"https:\/\/www.youtube.com\/watch?v=aYRBl17hUEU&amp;ab_channel=Planyard\" target=\"_blank\" rel=\"noreferrer noopener\">Gmail<\/a><strong>\u00a0<\/strong>while browsing email.<\/li>\n\n\n\n<li>Scan\u00a0paper receipts via mobile\u2014anytime, anywhere.\u00a0<a href=\"https:\/\/www.youtube.com\/watch?v=1QhcGHX49bE&amp;ab_channel=Planyard\" target=\"_blank\" rel=\"noreferrer noopener\">iPhone<\/a>\u00a0&amp;\u00a0<a href=\"https:\/\/www.youtube.com\/watch?v=2eLWF1dFt8Q&amp;ab_channel=Planyard\" target=\"_blank\" rel=\"noreferrer noopener\">Android<\/a><\/li>\n<\/ol>\n<\/li>\n\n\n\n<li>Automate invoice processing to accounting:<\/li>\n\n<ol class=\"wp-block-list\">\n<li>Integrate with\u00a0<a href=\"https:\/\/central.planyard.com\/planyard-xero-integration\" target=\"_blank\" rel=\"noreferrer noopener\">Xero<\/a><strong>,\u00a0<\/strong><a href=\"https:\/\/central.planyard.com\/planyard-quickbooks-integration\" target=\"_blank\" rel=\"noreferrer noopener\">QuickBooks<\/a><strong>,\u00a0<\/strong><a href=\"https:\/\/central.planyard.com\/planyard-sage-accounting\" target=\"_blank\" rel=\"noreferrer noopener\">Sage<\/a>, or\u00a0<a href=\"https:\/\/central.planyard.com\/planyard-myob-integration\" target=\"_blank\" rel=\"noreferrer noopener\">MYOB<\/a>\u00a0to eliminate manual data entry.<\/li>\n\n\n\n<li>Or let&nbsp;<a href=\"https:\/\/central.planyard.com\/connect-accountants-email-for-notifications\" target=\"_blank\" rel=\"noreferrer noopener\">Planyard automatically send<\/a>&nbsp;project manager- or quantity surveyor-approved invoices directly to your accountant\u2019s email.(Fit while just testing)<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Planyard\u2019s essential features eliminate spreadsheets by streamlining cost estimating, principal quotes, invoice processing, and real-time budget tracking with automated budget updates and seamless accounting integration. 1. Cost Estimating &amp; Principal Quoting 2. Project Budget Control &amp; Invoice Processing<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-smallheader.php","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"page_intent":[],"page_type":[],"class_list":["post-10160","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Planyard Essential Setup Guide \u2013 For Small Construction Business Owners<\/title>\n<meta name=\"description\" content=\"Get started with Planyard Essential in minutes. 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