Streamline your construction expense approval workflow with Planyard. Set up seamless approval flows for all expenses, reducing back-and-forth for your site personnel and ensuring compliance with ease.
You can submit invoices to the right project as soon as you receive them. Each project has a unique email address for collecting subcontractor and vendor invoices.
Use our Microsoft Outlook Add-In or Google Chrome Extension for Gmail to organize invoices directly from your email, or scan and upload paper receipts with our mobile apps.
Once the subcontractor order is registered, Planyard updates the committed costs column in the budget, highlighting if the item’s cited costs exceed the budget. This allows us to visualize the risks of item over-expenditure before the invoices arrive and allows accurate forecasting.
If the construction phase structures your budget, you’d see if a phase is profitable as you raise the orders, not once the invoices arrive, when it’s slate to take action.
So, at the first project cost control meeting, you can track the performance of the first job phases as the orders are placed.
“I would say that Planyard is a great way to easily and conveniently track your job costs in one place. It keeps track of all of the documents and the numbers in one place. 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.”
“Planyard is a live overview of your project. How they are performing financially and it is basically a CVR that is live all the time. I have saved a lot of time! It’s so much easier now that I am less reliant on Excel. When we’ve been awarded a project and we’ve uploaded the project on Planyard, I don’t need to look at spreadsheets anymore.”
No credit card required. No sales or IT support needed.