How Planyard helps you collect subcontractor valuations without the chase
One click sends every open subcontract order its valuation template. Subcontractors submit through a link – no login, no spreadsheet, no account needed.
Schedule a demoSubcontractor valuation software
Stop the monthly chase for invoices
Send valuation templates automatically, let subcontractors submit progress against their contract, and approve, reject or query it all before anything needs re-typing into a spreadsheet.
Free 14-day full-featured trial. No credit card required.
Integrates with
Who this is for
The monthly chase
Every month means chasing a dozen subcontractors for progress claims - some by email, some as PDFs, none in the same format.
Overbilling caught too late
A subcontractor has invoiced more than what's actually left on their contract, and it was only caught after the fact.
Manual retention maths
Retention and prepayment deductions get calculated by hand, and it's easy to get one wrong.
Double data entry
Approved valuations still have to be manually re-keyed into the accounting system before anyone gets paid.
Get subcontractors submitting valuations without a single phone call
Trusted by UK QSs and commercial managers processing hundreds of subcontractor valuations a month
"What I really like about Planyard is that you can take that zip file, unzip it, and essentially just dump all the invoices in at once. The system goes through and automatically picks out invoice numbers, dates, and other key details. Then, just assigning the cost codes is so much faster. The amount of stress that saves me is something I don't think I could even quantify."
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"What struck us was how easy it was. If it were hard for me to use, how can I expect my QSs or subbies to use it? With Planyard you just click send valuation, upload invoice, apply percentages to your section - it just works."
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Trusted by construction companies globally
Templates send themselves
Valuation templates send automatically from the subcontract order, or subcontractors request their own via a personal link.
Progress against the contract
Subcontractors enter progress by percentage, unit or value against their contracted schedule of values.
Overbilling blocked at submission
The system won't let anyone bill more than what's left on the contract.
Variations included upfront
Agreed variations can be added directly to the valuation by the subcontractor, instead of arguing about them after submission.
"When everything is set up, it’s just a few clicks and the process is complete. It automatically sends the document and tells the subcontractor exactly what amount to invoice for, making the entire valuation process incredibly easy."
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Review and approve without re-typing a single number
Every submission lands in one review queue, with retention and prepayment already calculated against what you agreed.
Try it freeOne review queue
Approve, reject, or route to a site engineer or finance for internal sign-off before it's confirmed.
Automatic deductions
Retention and prepayment settlement calculate automatically on every valuation - no manual maths.
A PDF for both sides
Approved valuations generate a valuation PDF showing value, retention and variations in one document.
Full history on the order
Every submission and approval stays logged against the subcontract order.
"We had to get our accountant on board and interface it with Xero, so invoices hit the right job number. Now an invoice gets uploaded in Planyard, I sign it off, and it drops into my Xero payment schedule in three or four weeks - it’s perfect."
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Get from approved valuation to paid invoice without double data entry
Once you approve, the subcontractor uploads their sales invoice against the same link – and it’s ready for accounting the moment it matches.
Schedule a demoThe invoice has to match
Subcontractors upload their sales invoice directly against the approved valuation, so totals match before it goes further.
Straight into accounting
Approved invoices push into Xero, QuickBooks, Sage or MYOB - no manual re-entry.
The order updates automatically
Real-time retention booked, prepayment settled, and remaining contract value.
No spreadsheet middleman
From approval to payment without a single number re-typed.
Works with the accounting tools you already use
Approved invoices flow straight into Xero, QuickBooks, Sage or MYOB – no re-keying, no duplicate data entry.
"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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DPTQS cut a full day of monthly invoice allocation down to minutes.
Collect every subcontractor valuation without chasing a single email
Frequently asked questions
We've got your questions covered. If you can't find the answer below, then feel free to contact us via the chat.
Software that automates sending, submitting, reviewing and approving subcontractor progress claims – also called valuations or valuations – linked directly to the subcontract order and budget.
They receive a link by email – no account or login required – and enter progress against their contracted schedule of values directly in the browser.
No. The system won’t let a subcontractor enter more progress than what’s contracted, so overbilling is prevented at the point of submission.
Yes. Both are calculated automatically on every valuation based on what’s set up on the subcontract order.
The subcontractor is notified and can upload their sales invoice against the same approved amount. Once it matches, it’s ready to push to your accounting software.
Yes. You can route submissions to a site engineer, QS or finance team member for approval before it’s finalised.
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