Construction valuation software that makes sense. With just a few clicks, you can send the valuations to the clients and fully automate the subcontractor valuation and billing process.
You don’t have to do manual work to check the past progress since Planyard does it for you.
You’ll receive a notification email when a subcontractor submits a valuation.
There are also indications throughout Planyard. This means you can see valuations waiting for approval under the project dashboard.
You will not lose any progress reports in your email mailbox anymore.
Planyard enforces valuation comparisons to estimated costs, previous commitments, and the contract. All of this information is displayed on the same screen.
You will see a warning if an expense exceeds the contract, commitment, or set goal.
The only thing you have to do is check whether the subcontractor’s submission corresponds to the actual monthly progress.
No credit card required. No sales or IT support needed.
If needed, send valuations for an additional round of approval to site engineers, management, or accounting. For free, you can add an unlimited number of users to Planyard.
You will know precisely who has approved the valuation and who is still on hold.
If the approval doesn’t go well, the subcontractor receives an email with a link to re-submit the valuation. You can also include an explanation note in the email.
If you accept the submittal, the subcontractor will receive an email with a link to upload an invoice.
You can open the subcontractor invoice and compare it with the original valuation in the same view with one click.
The whole valuation process, from subcontractors submitting valuations to approving the corresponding invoices, takes just a couple of clicks.
This means that the budget, contract, variations, and valuations are automatically updated—all without you having to do any data entry.
No credit card required. No sales or IT support needed.
You must check and enter your data in Planyard. Approved invoices are sent to accounting automatically. They are sent together with a document showing the valuation for better context.
Due to this, these pre-approved invoices significantly reduce the manual work for accountants.
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."
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"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."
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"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."
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"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."
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"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."
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"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."
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"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."
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No credit card required. No sales or IT support needed.
