Automate collecting the subcontractor payment applications.

Planyard streamlines the collecting and reviewing process of subcontractor payment applications, also known as progress claims or subcontractor valuations. Filling in the simple online payment application is easy for the subcontractors. It allows the project team to make work life easier by managing the process spreadsheets and data entry free.

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Screenshot of Planyard’s construction budgeting software showing a detailed budget table with categories, target budgets, revised budgets, committed costs, and variances.

Send the payment application template to the subcontractor via email

Project managers or site engineers can quickly request the payment application for any open subcontract order on Planyard. Select the corresponding subcontractor orders and click “Send payment application template.” Planyard automatically emails the payment application template to the subcontractor.

In addition, you can let subcontractors issue the payment applications at any time via the payment application submission link, which you may enter on your website or the subcontractor’s legal agreement.

Easy payment application submission for the subcontractors

The subcontractor receives a simple personal email from the project manager to submit the payment application with a big blue button saying, «Submit the payment application.»

The payment application template opens automatically on the browser screen with a click on the button. The subcontractors do not need to create accounts or log in anywhere; they do not need to be trained to submit the payment application.

The payment application web form provides a real-time overview of the subcontract order schedule of values, how much is previously committed, and how much remains in the contract.

The subcontractors can easily submit the month’s progress along with the new change orders and variations and easily deduct the prepayment.

Planyard does not allow the subcontractors to overcommit the contracted items, thus preventing overbilling.

The subcontractor submitting the payment application email letter
Payment application reviewing by the project managers and site engineers

Spreadsheets free payment application review process for the project team

The Planyard displays a simple red notification on the project menu indicating that a new subcontractor payment application has been submitted for review.

The project manager can immediately see the subcontractor-submitted change orders and variations with a click. You can decline or link them with the budget item, automatically updating the corresponding item’s committed costs in the project budget view.

Open the payment application, review the current month’s progress, and «Approve» or «Reject and change» the subcontractor payment application.

You can use the internal approval workflow to request that the site engineers, finance team, or your client review and approve the subcontractor payment application.

Once everything is correct, we click «Approve» and send an automatic confirmation message to the subcontractor. The whole process, including updating the budget and subcontractor order financial performance and managing the variations and change orders, is spreadsheets and duplicate data entry free.

Automatic payment application report

The subcontractor received another simple email confirming the month’s progress was approved. Planyard automatically calculated and created the attached PDF payment application report with automatic calculations.

The payment application PDF report states the current payment application total value, how much retention is booked, how much prepayment is settled, and how much needs to be invoiced.

There is another blue button in the emails where the subcontractor can load the purchase invoice so it gets automatically linked to the correct payment application and the subcontractor order, and we have less manual invoice sorting. You can also manually link the payment application to the order for the right subcontractor.

Payment application pdf report sample
Processing the purchase invoice for the subcontractor payment application

Processing the purchase invoice for the payment application

Once the project team logs on to Planyard, they see a simple red notification on top of the Costs tab indicating a new purchase invoice waiting for review.

One-click to open the invoice, and you will immediately see the invoice on the right side of the browser screen and the submitted payment application schedule of values and totals on the left side.

It’s easy to double-check that the invoice total matches the payment application totals. Once everything is correct, just hit approve.

Data entry free subcontractor billing and budget updating process

Once the project manager approves the invoice, Planyard processes it through the integration into accounting systems such as QuickBooks, Xero, Sage, MYOB, or email, which means there is no repetitive data entry work for the accounting team.

In addition, Planyard automatically updates the project budget and the subcontractor order and allows tracking of their financial performance, payment summary, all variations and change orders, how much retention is booked and released, and whether the prepayment is settled in real-time. The subcontractor order is interlinked with the bid request and all the invoices we have approved for the subcontract order. So, several transactions happen automatically, saving the project team’s time from manual repetitive reporting.

We can be sure that we stay within the budget, the subcontractors can not overbill us, it’s a whole digital process, and we saved quite a bit of time.

Planyard automatically updates the project budget once the payment application is submitted

Våre kunder sier

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Intra Interieur

«Jeg ønsket å unnslippe regnearkene, unnslippe den manuelle datainføringen og se etter måter å holde meg på toppen av budsjettnummerene. Det er utfordrende i et utviklingsselskap å holde oversikten over tallene dine.

Så jeg kom over Planyard i et søk for å forbedre budsjettstyringsprosessene og for å gjøre mitt eget liv enklere.

Planyard gjør det, og det tar prosjektbudsjettet ditt og setter det veldig tydelig på skjermen for deg, slik at du får et sanntidsbilde av hvor prosjektbudsjettet ditt er til enhver tid. «

Ian Holford

Sjef, Higgihaus Developments

Bristol, Storbritannia

«Jeg har jobbet med skyregnskapsverktøy som Xero og Quickbooks, som er gode, men de har ikke et spesifikt konstruksjonsbasert kostnadsverktøy.

Byggefirmaer er avhengige av dyre kvantitetsmålere og prosjektledere for å gjøre mye datainngang på pakker som Excel, som tar dem fra å fokusere på verdiskapende aktiviteter og drive resultatveksten.

Da jeg kom over Planyard, ble jeg lettet over at det endelig var en løsning på dette problemet. Sitater, bestillinger fra underleverandører, innkjøpsordrer, fakturaer, fremdriftsregninger osv. Settes på systemet og det er koblet direkte til budsjettet, CVR, underleverandører og leverandører. Dette gjør menneskers liv mye lettere. Data er tilgjengelig, det er automatisert og det får alle vekk fra det utdaterte kravet om å fylle ut regneark. «

Paul Howarth

ACMA & CGMA , direktør, Live Management Accounts Ltd

Manchester, Storbritannia

«Jeg vil si at Planyard er en flott måte å enkelt og bekvemt spore jobbkostnadene dine på ett sted. Den holder styr på alle dokumentene og tallene på ett sted.

Hvis det er et problem med budsjettet, forteller det deg bare hva du trenger å fikse, så går det bra. Den tenker egentlig bare et skritt foran for deg.»

Jordan Cohen

Partner, TITN Development

Florida, USA

“Med Planyard sparer vi fire arbeidsdager hver måned per prosjektleder. Effektivitetsforbedringen vi opplevde skyldes at vi ble kvitt doble datainnføringer.”

Marek Korbelainen

Byggeleder, Kaamos Group

Tallinn, Estland

„Vi ønsket å vite om vårt prosjekt kom til å være lønnsomt eller ikke før det var ferdig. Oversikten over hvilke jobber som er lønnsomme og ikke, tillater oss å gjøre endringer underveis.”

Tomy Saaron

Styremedlem, Hausers

Tallinn, Estland

Bruker du fortsatt Excel for budsjettadministrasjon?
Det er en bedre måte.

Regneark er ikke den beste måten å håndtere jobbkostnader på
  • Det er for lett å gjøre feil;
  • Du kan ikke se bak tallene;
  • Det er vanskelig å standardisere og sikre samsvar;
  • Det er ingen sanntidsoversikt over lønnsomhetsprognoser;
  • Det betyr duplikatarbeid for PM og regnskapsførere.
Planyard sparer tid og nerver

Følg budsjettet ditt i sanntid og ta øyeblikkelig handling når det oppstår feil. Jobbkostnader er organisert, og fullt søkbare og tilgjengelige for prognoser, prosjektledelse og mer.