Simplify and automate subcontractor billing
Construction billing software that just makes sense. You can let subcontractors submit their monthly progress reports and invoices online.
You can interlink all documents with your project’s budget for full trackability.
Free 14-day full-featured trial. Full access. No credit card required.
Request subcontractors to submit progress reports online
You can open a contract and send progress reporting requests (e.g. commitment, progress report, claim requests) to subcontractors via email. They will receive a link that takes them to the online progress reporting template.
Subcontractors don’t need an account or password. Even subcontractors who are in trouble with spreadsheets easily submit progress reports via Planyard.
All they have to do is enter their email address to submit a progress report.
Allow subcontractors submit progress reports via a simple construction billing software
Alternatively, all subcontractors who are tied to a contract can request progress reporting links themselves.
They just need to enter their email address. After that, they will receive an email with a link to start submitting a progress report.
When they click on the link they see a simple foolproof form. This makes sure that they don’t break the excel template and cause issues later on.
You can discover many more features that help you with subcontractor management.
Eliminate calculation errors
Your contracted costs and previously approved progress reports are stored in Planyard. Subcontractors can only submit their monthly progress and submit progress reports.
Additionally, you can let the subcontractors submit change orders. When they are approved, they will be automatically linked to contracts and future progress reports.
There is no more risk for errors in the numbers. Due to this, you save time on double-checking the numbers in contracts and previous progress reports.
Try this construction billing software now. Free for 14 days.
Planyard in 2 minutes
Benefits
Know whether a project makes a profit or not before it finishes
Save 3-5 days per month per quantity surveyor
Standardise the processes and ensure compliance
Detect estimating and design errors
Get rid of manual calculations and copy-paste
Don’t let things fall through the cracks
Built for quantity surveyors.
You don’t have to spend weeks learning it. It works the way quantity surveyors actually work.
- Estimate, track and forecast your budget.
- Collect bids, monthly valuations, change orders and invoices from subcontractors.
- Keep everything interlinked.
- Follow your project profitability in real time.
- Keep accounting automatically in sync.
Works for the management.
Standardise your cost management processes and ensure compliance across the company.
- Get a real-time overview of your entire project portfolio.
- Keep all the data in one tightly integrated system.
- Forecast profitability and cash flow.
Planyard integrates with your existing tools
Work from anywhere with our mobile apps
First class support during and after implementation
Dedicated account manager
Email and chat support
Support center with how-to artiles and videos
Functions
Bid collection
Easily prepare and send bid requests to subcontractors. Quickly evaluate RFQs next to each other, request bids adjustment via multi-round bidding, and convert the winning bid to a contract with one click.
Budget management
Full overview of all the transactions related to your budget. Drill down to job phase or line-item level to see whether you are on track to profitability.
Subcontract and change order management
Link contracts with the budget, monthly valuations and invoices. Manage change orders as part of contracts.
Valuations
Collect monthly valuations from subcontractors. Avoid errors through automatic interlinking of progress with previously done work and the budget. Approve them with one click.
Invoices management
Stay on top of your project invoices without creating folders, printing papers or sending back and forth emails.
Subcontractor billing
Let subcontractors invoice you after you’ve approved their valuations. Connect invoices automatically to the right job and project.
Approval workflows
Send subcontractor valuations for a round of additional approvals within your team.
Forecasting
Stay on top of your project costs and profitability forecasts in real time at every stage of the project.
Cash flow control
Track your projects’ month-over-month cash flow and take immediate action when you see that the monthly approved expenses are about to exceed the income for a given project.
Our customers about us
“I wanted to escape the spreadsheets, escape the manual data entry, and look for ways to stay on top of the budget numbers. It’s challenging within a development company to keep on top of your numbers.
So I came across Planyard in a search to improve the budget management processes and, to make my own life easier.
Planyard does that, and it takes your project budget and puts it very clearly on screen for you so you have a live real-time picture of where your project budget is at any given point.”
Ian Holford
Manager, Higgihaus Developments
Bristol, UK
“I have been working on cloud accounting tools like Xero and Quickbooks which are excellent, but they don’t have a specific construction-based costing tool.
Construction companies rely on expensive quantity surveyors and project managers to do a lot of data input on packages such as Excel which takes them away from focusing on value-added activities and driving the profit growth.
When I came across Planyard, I was relieved that there was finally a solution to this problem. Quotes, subcontract orders, purchase orders, invoices, progress bills, etc are put on the system and it’s linked directly to the budget, CVRs, subcontractors, and the suppliers. This is making people’s lives a lot easier. Data is at hand, it’s automated and it gets everyone away from the out-dated requirement to fill out spreadsheets.”
Paul Howarth
ACMA & CGMA, Director, Live Management Accounts Ltd
Manchester, UK
“I would say that Planyard is a great way to easily and conveniently track your job costs in one place. It keeps track of all of the documents and the numbers in one place.
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.”
Jordan Cohen
Partner, TITN Development
Florida, US
“We save four working days each month per project manager. The biggest efficiency booster came from getting rid of duplicate data entry.”
Marek Korbelainen
Head of Construction, Kaamos Group
Tallinn, Estonia
“We wanted to know before a project finished whether we were going to make a profit or not. Planyard has allowed us to do that. We can see exactly which jobs are profitable and which ones are not, so that we can make changes on the go.”
Tomy Saaron
Member Of The Board, Hausers
Tallinn, Estonia
A selection of projects built using Planyard
Your data is safe with us
Kept in Google Cloud
Google Cloud Compute corresponds to the highest security standards. Your data is hosted physically in Google’s European servers.
Regular backups
We back up your data regularly. This means that if someone in your company accidentally deleted something big, you can restore it.
2-factor authentication
Two-step verification (password + a second factor such as a phone confirmation) reduces the risk of someone gaining access to your data.
Access rights control
Access can be limited on a company and project level. Not everyone needs to see everything.
Export
You can always take your data with you. Whether this is for additional analysis or moving to a new tool.
Just upload the budget of your starting project and stay organised
* Free 1-2 hours training session
* Dedicated account manager
* Upload your budget and get organized
* Free tutorial videos
* No lengthy training or implementation required
1.1€+ bln
Managed through Planyard
1000+
Users
100+
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