Features for site personnel
Organize invoices when and where they happen
Submit invoices to the right project when and where you receive them.
- Every project has a unique email address for collecting subcontractors and vendor invoices.
- Our Microsoft Outlook Add-In helps you organize invoices while browsing email.
- Use mobile apps to scan and upload paper receipts and invoices.
- Our Google Chrome Extension for Gmail enables organizing invoices without leaving your browser screen.
Approve invoices and progress reports
Assign progress reports and invoices to be reviewed by relevant stakeholders right after they get sent to Planyard by subcontractors.
When a review process is started, an email with links to Planyard are sent out to participants. They will then see all the documents that need approval together with the details.
All documents can be commented on - these notes get stored next to the files simplifying the whole approval process.
No more back and forth emails and nothing gets lost in communication.
First class support during and after implementation
and support chat
inside the app
with how-to articles
Your data is safe with us
Kept in Google Cloud
Google Cloud Compute corresponds to the highest security standards. Your data is hosted physically in Google's European servers.
We back up your data regularly. This means that if someone in your company accidentally deleted something big, you can restore it.
Two-step verification (password + a second factor such as a phone confirmation) reduces the risk of someone gaining access to your data.
Access Rights Control
Access can be limited on a user and project level. Not everyone needs to see everything.
You can always take your data with you. Whether this is for additional analysis or moving to a new tool.
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West coast: 9am-1pm
AU: (08) 6102 5675