Subcontractor orders software

See committed costs the moment you raise the order

Register subcontract orders straight from your budget instead of a folder of contracts and a separate spreadsheet.

Free 14-day full-featured trial. No credit card required.

Integrates with

Subcontract order dashboard showing committed costs updating the moment the order is raised

Who this is for

No answer on committed costs

No clean answer to 'what have we actually committed to subcontractors on this job right now?'

Documents separated from numbers

Subcontract documents - the agreement, insurance, safety documents - live in a different folder to the numbers.

Retainage tracked by memory

Retainage gets tracked by memory or a side spreadsheet, and releases get missed.

Costs landing unannounced

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."

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

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 retainage automatically for every future payment application.

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Select budget items in bulk

Raise the order straight from your project budget - no re-typing quantities or costs.

Legal documents stored on the order

Upload the contract, work safety agreement and other legal documents once.

Automatic retainage

Set 5% once on the order, and every future payment application books it without anyone doing the math.

Committed costs update instantly

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."

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

Track retainage, prepayment and every invoice against the order automatically

Open a subcontract order and see its full financial performance in one dashboard – schedule of values, change orders, retainage booked, prepayment settled, and what’s left to pay.

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One live dashboard per order

Schedule of values, change orders, retainage, prepayment and invoices, all live.

Prepayments settle themselves

Prepayment invoices link directly to the order and settle automatically at the next approved payment application.

Portfolio-wide retainage view

What's booked, released and due across every project and subcontractor, with release dates you set.

Nothing tracked by memory

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."

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Claire Hill, Estimator and quantity surveyor
Claire Hill Estimator and quantity surveyor  ·  Brown & Bancroft Interiors  ·  Bolton, United Kingdom

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.

"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."

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

Karringtons gets a fully set-up subcontract order live the same day a contract is signed.

Down from the two to three weeks it used to take to rebuild the spreadsheet after every change order.

Karringtons Ltd
Kent, United Kingdom
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Get your next subcontract order live the same day the contract's signed