Construction Subcontractor Orders Software

Managing subcontractor agreements with folders and spreadsheets leads to data duplication and time-consuming updates. Planyard simplifies this process, offering a real-time overview of all subcontracts and project financials.

Planyard construction budgeting software showing the budget overview screen with real-time updates on project costs, purchase orders, and invoices.

Simplified Subcontract Registration and Organisation

Planyard’s subcontractor management software simplifies the tracking of subcontracts for all project stakeholders. For each subcontract, Planyard allows you to track variations, valuations, payment summaries, retention, and invoices.

Empower your entire team—quantity surveyors, site engineers and others—to easily manage subcontracts. Set up a contract sum breakdown to track work progress directly through valuations. Mark retentions for automatic calculations during invoicing and payment processing, ensuring accuracy every step of the way.

Track the Budget Commitments in Real-Time

Once a subcontractor order is registered, Planyard automatically updates your budget with the committed costs. If any item exceeds the budget, it is highlighted to ensure that overruns are detected early and unaccounted costs are avoided.

Structuring your budget by project phases lets you see profitability as soon as all orders are placed. This allows you to track the performance of initial phases during the first project cost control meeting.

Upload your project budget and follow the financial progress in real-time

No credit card required. No sales or IT support needed.

Quick Subcontractor Variation Registering

Allow quantity surveyors and site engineers to register variations immediately upon agreement with the subcontractor.

Easily add adverse value variations to deduct penalties or account for subcontractor use of site services like electricity or waste removal. Assign variations to specific budget items or client variations, and track the subcontractor order’s financial performance and committed costs in real-time.

Easily Process Invoices for the Subcontractor Order

To process a subcontractor invoice, the quantity surveyor selects the corresponding order, checks committed and remaining amounts, and verifies that the invoiced amounts match what was ordered. Prepayments can be deducted directly during the approval process, with Planyard automatically calculating retention for accuracy.

Once approved, Planyard updates the budget, payment summary, and retention, stores the invoice under the costs tab, and creates a ready-to-process invoice in your accounting system, such as Xero, Quickbooks, MYOB, Sage, and more.

Upload your project budget and follow the financial progress in real-time

No credit card required. No sales or IT support needed.

Easy Retention Releasing Process for Warranty Period Projects

As Planyard automatically books the retention for the subcontractor orders, you’ll have a straightforward process for tracking and releasing the retention for the project subcontractor orders.

Automating the Subcontractor Valuations Helps Save Time

Planyard users can automate the subcontractor valuation process. After registering the subcontractor order and contract sum breakdown, send a valuation template via email. Subcontractors can then click a link to submit valuations and suggest variations.

This digital process streamlines managing multiple subcontractor applications, as subcontractors handle the data entry, saving quantity surveyors from time-consuming manual spreadsheet tracking.

Customers testimonials

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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Sharon Brown, Financial Controller
Sharon Brown Financial Controller  ·  Empower Renewables  ·  Dublin, Ireland

"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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Claire Hill, Quantity Surveyor
Claire Hill Quantity Surveyor  ·  Brown & Bancroft Interiors  ·  Bolton, United Kingdom

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

"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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Graham Eastwood, Office Manager
Graham Eastwood Office Manager  ·  Karringtons Ltd  ·  Kent, United Kingdom

"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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Grant Collins, Quantity Surveyor
Grant Collins Quantity Surveyor  ·  Skyler Contracting  ·  Kent, United Kingdom

"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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Ian Holford, Managing Director
Ian Holford Managing Director  ·  Higgihaus Developments  ·  Bristol, United Kingdom

"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."

Paul Howarth, Experienced FD/Consultant
Paul Howarth Experienced FD/Consultant  ·  Live Management Accounts

"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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Paul Treweek, Quantity Surveyor & Estimator
Paul Treweek Quantity Surveyor & Estimator  ·  DPTQS Ltd  ·  Cornwall, United Kingdom

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