Essential Functionality Setup Guide

Planyard’s essential features eliminate spreadsheets by streamlining cost estimating, client quotes, invoice processing, and real-time budget tracking with automated budget updates and seamless accounting integration.

1. Cost Estimating & Client Quoting

2. Project Budget Control & Invoice Processing

  • Watch this 2-minute intro video to learn how to process subcontractor and vendor invoices with automated budget updates and seamless accounting integration.
  1. Start your next project on Planyard: Go to Planyard → Projects → Create Project, then follow the short 1–2 minute video guides to upload your starting project budget from a spreadsheet.
  2. Best ways to link vendor and subcontractor invoices to your projects:
    1. Auto-import invoices via your accounts payable email (most popular).
    2. Process invoices directly from Outlook or Gmail while browsing email.
    3. Scan paper receipts via mobile—anytime, anywhere. iPhone & Android
  3. Automate invoice processing to accounting:
    1. Integrate with XeroQuickBooksSage, or MYOB to eliminate manual data entry.
    2. Or let Planyard automatically send project manager- or quantity surveyor-approved invoices directly to your accountant’s email.(Fit while just testing)