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
- Here’s a 4-minute guided video on quickly getting started.
- Go to Company → Settings to enter your company details—these will be automatically added to your PDF quotes.
- Review and update your quote terms template under Company → Company-wide features → Client quote terms.
- Customize your estimating pipeline under Company → Company-wide features → Budgeting pipeline stages & Client quote terms.
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.
- 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.
- Best ways to link vendor and subcontractor invoices to your projects:
- Auto-import invoices via your accounts payable email (most popular).
- Process invoices directly from Outlook or Gmail while browsing email.
- Scan paper receipts via mobile—anytime, anywhere. iPhone & Android
- Automate invoice processing to accounting:
- Integrate with Xero, QuickBooks, Sage, or MYOB to eliminate manual data entry.
- Or let Planyard automatically send project manager- or quantity surveyor-approved invoices directly to your accountant’s email.(Fit while just testing)