Automate JCT Interim Payment Applications & Valuations

Stop rebuilding spreadsheets every month. Planyard keeps previous, current and remaining amounts aligned with your JCT contracts, subcontracts and budget — so creating interim payment applications and valuations becomes fast, clear and consistent.

  • Generate interim applications from live contract and cost data
  • Collect subcontractor applications through a simple web link
  • Prevent overbilling and double-paying across all contract lines

No credit card required.

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

Trusted by construction companies globally

Who it’s for

Built for contractors, QSs and commercial teams working under JCT contracts who want clean, consistent payment applications and valuations — without chasing subcontractors, rebuilding schedules or reconciling spreadsheets.

A Faster, Clearer Way to Run JCT Interim Payment Applications

From subcontractor submissions to your own interim valuations, Planyard keeps all financial figures aligned with the live contract, variations and budget.

See previous, current and remaining amounts instantly

You always know what’s already been approved, what’s being claimed this period and what’s still left under each line of your JCT contract. The schedule of values stays accurate automatically — without manual formulas.

Clear SOV visibility

See cumulative, this-period and remaining values for every line.

Variation-aware

Contract sums update instantly when variations are approved.

Retention included

Retention is calculated automatically and shown clearly.

Always up to date

No spreadsheet rebuilds or broken formulas each month.

Build clean JCT applications from live project data

When it’s time to prepare an interim application or valuation, Planyard pulls in the latest contract values, variations and progress. You generate a consistent, accurate application without hunting for last month’s numbers.

Generate applications fast

Use live contract and progress data instead of manual summaries.

Consistent formatting

Every application follows the same clear structure.

Accurate figures

Eliminate copy-paste errors and mismatched spreadsheets.

Export-ready PDFs

Produce polished applications ready to send to your client.

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

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

Collect subcontractor applications without email chaos

Subcontractors submit their interim applications or valuations via a simple web link. They see previous approvals and remaining balances, so their claims stay realistic and aligned with the subcontract.

No logins needed

Subcontractors submit applications from any device.

Aligned with contract lines

Claims match the schedule of values and previous approvals.

No overbilling

The system blocks claims above contracted line values.

One review screen

Review and adjust applications clearly with full history.

Keep applications, variations and budgets in sync

Every approved subcontractor application and main contract application updates your contract values and budget automatically. No more reconciling spreadsheets or discovering cost gaps weeks later.

Automatic budget updates

Approved amounts flow directly into the right cost codes.

Variation integration

Contract lines update as soon as change orders are approved.

Consistent upstream/downstream

Main contract apps reflect real subcontractor progress.

Audit-ready history

Every approval and adjustment is stored for reference.

Problems Planyard Solves

Payment applications on JCT projects get messy fast when you’re relying on spreadsheets. Previous approvals disappear into old files, variations don’t line up, subcontractor submissions arrive in random formats and the main contract application never quite matches your budget. Planyard keeps everything connected and consistent — contract sums, variations, valuations and applications.

Spreadsheets vs Planyard for JCT Payment Applications

Benefit Spreadsheets Planyard
Previous/current/remaining values ✖ Manual updates, error-prone ✔ Auto-calculated from contract, variations and progress
Subcontractor applications ✖ Emails, PDFs, inconsistent templates ✔ Web submissions aligned to SOV and approvals
Overbilling prevention ✖ Depends on manual checks ✔ System blocks claims above line values
Main contract application accuracy ✖ Multiple spreadsheets to reconcile ✔ Applications built from live contract and subcontract data
Audit trail ✖ Versions lost in inboxes ✔ Every submission, adjustment and approval logged

Run your next JCT payment cycle the modern way

Start with one project and see how much easier it is to build clean, consistent payment applications and valuations when everything links back to the live contract.

Estimating

£40
/ month / project manager
 

Cost Estimating

Try for free

Essential

£82
/ month / project manager
£33
for supporting staff
Perfect for support roles or stakeholders—gain access to essential project features and view key financial data without full platform permissions, enabling users to stay informed and contribute without hands-on tasks.

Usually selected for: site engineers, clients, estimators or auditors.

Estimating and Budget Control

  • Everything in Estimating
  • Track budgets and actual spend
  • Manage purchase invoices automatically
  • Reuse active project cost data for estimating
  • Sync invoices to Xero and QuickBooks
Try for free

Professional

£123
/ month / project manager
£33
for supporting staff
Perfect for support roles or stakeholders—gain access to essential project features and view key financial data without full platform permissions, enabling users to stay informed and contribute without hands-on tasks.

Usually selected for: site engineers, clients, estimators or auditors.

Estimating, Cost Control and Purchase Orders Management

  • Everything in Essential
  • Issue and manage purchase orders
  • Track committed cost on the budget
  • Forecast project profitability in real-time
  • Create cashflow forecasts
  • Manage client contracts and progress reports
Try for free

Ultimate

£164
/ month / project manager
£33
for supporting staff
Perfect for support roles or stakeholders—gain access to essential project features and view key financial data without full platform permissions, enabling users to stay informed and contribute without hands-on tasks.

Usually selected for: site engineers, clients, estimators or auditors.

Full Functionality

  • Everything in Professional
  • Automate subcontractor and vendor quoting
  • Track subcontracts and progress
  • Manage subcontractor variations
  • Collect subcontractor valuations
Try for free

Read success stories from our customers

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, Dublin, Ireland

"Planyard saves us 3-4 days per project by simplifying financial tracking and cutting out double data entry. It’s user-friendly and lets us focus on our main tasks."

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Jason Escobar, Project Manager, Oxenfrod, Australia

"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, Bolton, UK

"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."

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Jordan Cohen, Project Director & Partner, Florida, US