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 tender is won.
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.
No credit card required. No sales or IT support needed.
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 variations, and keep track of payment summaries and invoice processing.
Visualise 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.
Managing the client billing process is straightforward with Planyard’s construction management software. Easily register new client variations, and quickly create valuations. Track every contract update to ensure all project changes are documented and accurately reflected in your project profitability.
No credit card required. No sales or IT support needed.
Keeping your project budgets and overall profitability on track is effortless with Planyard’s construction management software. Every approved cost, variation, 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.
See how Planyard helps businesses like yours succeed - read their stories in our blog.
"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."
Read more
"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."
Read more
"Planyard is exactly what I’m after as a business owner: a good-value system that keeps everything in one place, saves me money and makes sure I’m not losing any money on projects. As a businessman, that’s a no-brainer."
Read more
"I’m confident that we can manage multiple projects effectively. We’re currently running three fairly large ones, and the system makes it very clear and easy to manage all of them at once."
Read more
"I chose Planyard because it stood out as the most straightforward and intuitive option on the market. I really wanted a tool that would simplify our existing processes and make everything more efficient, rather than switching to a system that was far too complicated for us to use on a daily basis."
Read more
"Planyard has completely replaced my CVR process. Cost Value Reconciliation is essentially about tracking your budget against your actual spend to see exactly what remains, and that functionality is the absolute essence of the central core of Planyard."
Read more
"For me Planyard is essentially the go to software for SMBs. There are other software packages out there that are a large investment upfront with a significant monthly cost. These are all potential solutions once you get to a very large business but they are not a solution for SMBs."
"Timewise, on a single project, I'd probably save 6 to 8 hours—essentially a full day every month. When it comes to processing monthly payments, it saves me a solid day, perhaps even a day and a half, just in sorting through the invoices. Saving a day and a half of my time means the system pays for itself time and time again."
Read more
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 centralised 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.
