Puedes enviar facturas al proyecto correcto tan pronto como las recibas. Cada proyecto tiene una dirección de correo electrónico única para recopilar facturas de subcontratistas y proveedores.
Usa nuestro complemento de Microsoft Outlook o la extensión de Google Chrome para Gmail para organizar facturas directamente desde tu correo electrónico, o escanea y carga recibos en papel con nuestras aplicaciones móviles.
Una vez que se registra el pedido del subcontratista, Planyard actualiza la columna de costos comprometidos en el presupuesto, destacando si los costos citados del artículo superan el presupuesto. Esto nos permite visualizar los riesgos de sobrepaso de gastos antes de que lleguen las facturas y permite una previsión precisa.
Si la fase de construcción estructura tu presupuesto, verías si una fase es rentable a medida que realizas los pedidos, no una vez que lleguen las facturas, cuando es tarde para actuar.
Así, en la primera reunión de control de costos del proyecto, puedes rastrear el rendimiento de las primeras fases del trabajo a medida que se realizan los pedidos.
Descubre cómo Planyard ayuda a empresas como la tuya a triunfar: lee sus historias en nuestro 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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"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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"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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"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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"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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"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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"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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"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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"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."
"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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