How Planyard helps you register subcontract orders in minutes, not a page of steps
Raise a subcontract order straight from the budget, upload the legal documents once, and set retention automatically for every future valuation.
Schedule a demoNo clean answer to 'what have we actually committed to subcontractors on this job right now?'
Subcontract documents - the agreement, insurance, RAMS - live in a different folder to the numbers.
Retention gets tracked by memory or a side spreadsheet, and releases get missed.
Costs land on a credit card or invoice because there's no single purchase order process.
"Everything has a PO linked to a job number. No one does a job without a purchase order, so when I look at margin I know it’s the true margin."
Read moreRaise a subcontract order straight from the budget, upload the legal documents once, and set retention automatically for every future valuation.
Schedule a demoRaise the order straight from your project budget - no re-typing quantities or costs.
Upload the contract, work safety agreement and other legal documents once.
Set 5% once on the order, and every future valuation books it without anyone doing the maths.
The budget shows the commitment the moment the order is raised.
"The transition from making the decision to getting our first project live in the system took only about one day of work. Even for a large, complex project, we were able to get everything fully set up and operational within that single day."
Read moreOpen a subcontract order and see its full financial performance in one dashboard – schedule of values, variations, retention booked, prepayment settled, and what’s left to pay.
Schedule a demoSchedule of values, variations, retention, prepayment and invoices, all live.
Prepayment invoices link directly to the order and settle automatically at the next approved valuation.
What's booked, released and due across every project and subcontractor, with release dates you set.
Every deduction and release is calculated and logged on the order itself.
"CVRs are so much easier to manage because the information is there and it’s live. It’s reduced mistakes as well because we have the information there at our fingertips and it never gets forgotten about. So it’s saved time and money, really."
Read moreApproved invoices flow straight into Xero, QuickBooks, Sage or MYOB – no re-keying, no duplicate data entry.
"The implementation process is remarkably quick, allowing you to gain a firm handle on your project budgeting and financial management almost immediately. Having that level of control is absolutely critical for any project; that’s what I’d say."
Read moreWe've got your questions covered. If you can't find the answer below, then feel free to contact us via the chat.
Software for registering, tracking and managing subcontract orders – including legal documents, schedule of values, variations, retention and prepayment – connected directly to your project budget.
Yes. As soon as an order or variation is raised, it appears as a committed cost in your budget in real time.
Yes. Upload the subcontract agreement, work safety agreement and any other documents once, and they stay attached to the order.
Set a retention percentage (e.g. 5%) once on the subcontract order, and it’s calculated automatically on every valuation from then on – with a portfolio-wide dashboard showing what’s booked, released, and due.
Yes. Subcontractors get a link to submit progress against the order’s schedule of values, and can’t bill past what’s contracted.
Yes. Share a limited role with site engineers or QSs so they can register subcontract orders and variations without full account access.