For small construction businesses, managing budgets efficiently is pivotal yet challenging. Most companies still depend on spreadsheets for this vital task—a method that proves both time-consuming and error-prone. Revolutionising small business budget management, construction management software for small businesses provides automated tools and real-time data that streamline budget management. 

So, to help you on your way, this article will highlight the six best software options that are specifically designed to enhance project financial efficiency, allowing small businesses to transition from traditional spreadsheet budgeting to advanced financial management systems. Explore how these tools can optimise budget tracking and lead to more accurate and streamlined budgeting workflows.

Overview of Top Picks for Construction Management Software for small business

Planyard – Tailored for small to medium-sized construction companies, Planyard excels in financial management, offering robust features for budget-related workflows, budget tracking and cost control, directly integrating with major accounting software.

Contractor Foreman – Ideal for smaller contractors, this software offers an all-in-one solution, featuring tools for project management, estimating, and invoicing, all accessible via mobile devices.

Clear Estimates – Best suited for small to medium businesses, Clear Estimates provides easy-to-use estimating software enhanced by a vast library of templates, making it quick and effective for preparing detailed project bids.

Builder Prime – The software is designed for home improvement contractors. Builder Prime integrates CRM with project management, helping businesses streamline operations and enhance customer relations through advanced marketing tools.

STACK – A powerful estimating and takeoff software that simplifies creating accurate project estimates, STACK is known for its efficiency, helping contractors save time and reduce errors in the bidding process.

JobProgress – This workflow manager is designed for home improvement professionals, offering comprehensive tools for managing projects, customers, and business development from a single platform.


Introduction to Planyard

Planyard construction software for small business is designed together with industry professionals to streamline project financial management. The software especially tends to the needs of small to medium-sized businesses. 

With critical workflows (eg., purchase orders, contract management, invoice management, tendering) being directly integrated with the project budget, Planyard facilitates huge time savings while also improving accuracy in project financials and forecasts. 

By utilising Planyard, construction companies can eliminate the need for multiple spreadsheets through smart workflows and integrations with accounting systems.

Key Features

  • Automated Budget Management: Planyard updates your budget in real-time, providing a clear view of financial health without manual data entry.
  • Integration: Works seamlessly with popular accounting software like Xero, ensuring that financial data is synchronised across platforms.
  • User-friendly Interface: Designed to be intuitive, allowing users to navigate and utilise its features without extensive training easily.


  • Efficiency: Reduces the time spent on budget tracking and financial reporting, allowing teams to focus on more value-added activities. Users have testified to saving several days every month. 
  • Accuracy: Additionally, the tool will help minimise errors associated with manual data entry, improving overall financial accuracy. Planyard will prevent over-billing and will provide an overview of all payments for purchase orders and contracts. 
  • Quick ROI: By minimising manual errors and reducing time spent on financial processes, Planyard facilitates a rapid return on investment, helping firms quickly realise financial benefits.

Ideal for

Small to medium-sized construction firms looking for a robust and cost-effective yet straightforward solution to manage finances and integrate with existing accounting tools.

Contractor Foreman

Introduction to Contractor Foreman

Contractor Foreman is an all-in-one construction management software tailored for small to medium-sized contractors. It combines project management, financial management, and customer relationship management in one platform.

Key Features

  • Comprehensive Project Management: Includes tools for scheduling, contract management, and real-time project tracking.
  • Financial Tools: Offers capabilities for invoicing, budgeting, and financial reporting to streamline the financial aspects of construction projects.
  • CRM Features: Helps manage customer relationships, from lead tracking to project delivery, enhancing customer satisfaction.


  • Cost-effective: Provides a broad range of features at a competitive price, making it accessible for small businesses.
  • Reporting: Delivers detailed reports that help managers make informed decisions and keep projects on track.
  • Mobile Access: Ensures team members can access information and manage tasks on the go, enhancing flexibility and responsiveness.

Ideal for

Small contractors who need a versatile, software solution that covers a wide range of construction management functions without compromising on quality.

Clear Estimates

Introduction to Clear Estimates

Clear Estimates is an estimating software designed for small to medium-sized construction businesses. It simplifies the creation of detailed and accurate project estimates, streamlining the bidding process and enhancing project planning efficiency.

Key Features

  • Detailed Estimating Tools: Allows users to quickly generate precise project estimates using an extensive library of pre-built templates.
  • Bid Management: Streamlines the process of managing and responding to bid requests, ensuring timely and competitive proposals.
  • Professional Proposal Generation: Enables the creation of polished and professional proposals that can be customized to meet specific client needs.


  • Increased Accuracy: The comprehensive template library and automated calculations help reduce errors, ensuring estimates are both accurate and reliable.
  • Enhanced Efficiency: Automated tools and an intuitive setup speed up the estimating process, allowing for quicker turnaround on bids and proposals.
  • Scalability: Flexible pricing and feature options make it easy for businesses to scale up as they grow, ensuring that their software keeps pace with their needs.

Ideal for

Small to medium construction companies that need a reliable and straightforward solution to enhance their estimating and bidding processes.

Builder Prime

Introduction to Builder Prime

Builder Prime is specifically designed for home improvement and remodelling contractors who seek to streamline their operations from lead management to project completion. This construction management software for small business integrates CRM, estimating, and project management features, making it a comprehensive tool for growing construction businesses.

Key Features

  • CRM and Lead Management: Tracks potential client interactions from initial contact through to project commencement, helping businesses manage relationships and convert leads.
  • Estimating and Quoting: Provides quick and accurate estimates that can be converted into professional quotes, improving the bidding process.
  • Project Management: Enables efficient scheduling, budgeting, and monitoring of ongoing projects, ensuring they stay on track and within budget.


  • Improved Sales Conversion: Tools like integrated CRM and automated follow-ups help increase conversion rates by keeping potential clients engaged and informed.
  • Streamlined Operations: Centralizes all business functions into a single platform, reducing the need for multiple software solutions and minimizing administrative overhead.
  • Customer Satisfaction: Delivers enhanced communication tools that ensure clients are kept up-to-date with project progress, boosting overall client satisfaction and retention.

Ideal for

Home improvement contractors and remodelers looking for a robust software solution that can manage the full lifecycle of a project from lead capture to final billing.

Houzz Pro

Introduction to Houzz Pro

Houzz Pro is a project management platform tailored for home remodeling and design professionals. It offers a suite of tools designed to streamline project workflows, enhance client interactions, and optimise marketing efforts.

Key Features

  • Project Management: Manage timelines, budgets, and project details all in one place to keep jobs on track and clients informed.
  • Marketing and Client Engagement: Built-in tools for marketing, including website development services and targeted local advertising to help businesses attract and retain clients.
  • Online Payments and Proposals: Simplifies the invoicing and payment process, making it easy for clients to view and pay invoices directly through the platform.


  • Enhanced Client Relations: Provides a client dashboard that offers a high level of transparency, improving client satisfaction and streamlining communications.
  • Business Growth: Includes powerful tools for lead management and marketing, helping businesses expand their visibility and client base.
  • Streamlined Operations: Integrates various aspects of business management into a single platform. The software supports cost estimation and project tracking as well as client communication and online marketing.

Ideal for

Remodeling professionals and interior designers looking for a robust tool to manage projects, engage with clients, and promote their services effectively.


Introduction to STACK

STACK is a cloud-based construction estimating software designed to enhance efficiency and accuracy for construction projects. Known for its powerful takeoff and estimating tools, STACK improve the bidding process. This allows contractors to produce fast and precise estimates.

Key Features

  • Cloud-Based Estimating: Enables users to access and manage their estimates from anywhere, fostering collaboration and flexibility.
  • Advanced Takeoff Tools: Offers quick and accurate takeoff capabilities that automatically sync with project plans to reduce errors and save time.
  • Customizable Reports: Allows for the creation of detailed and customizable reports that can adjust to the specific needs of each project.


  • Increased Accuracy: Reduces the likelihood of errors in estimating, ensuring that projects start with accurate budgeting.
  • Efficiency in Workflow: Speeds up the estimating process, allowing contractors to submit more bids in less time.
  • Collaboration Features: Facilitates better team collaboration with tools that allow multiple users to work on the same project simultaneously.

Ideal for

Contractors and construction firms looking for a dependable and powerful estimating software that can handle the complexities of various construction projects.

Quick Summary

This section quickly summarises the standout features and best use cases for each construction management software to aid in decision-making.

Software Highlights:

  • Planyard: Best for financial management integration, ideal for real-time budget tracking and job costing.
  • Contractor Foreman: Great value for small contractors needing robust project management tools.
  • Clear Estimates: Top choice for quick and precise estimations, especially useful for small to medium projects.
  • Builder Prime: Excellent for contractors focused on client relationships and growth through integrated CRM.
  • STACK: Known for speed and accuracy in estimations, suitable for contractors who frequently prepare detailed bids.

Choosing the Right Software:

Consider specific business needs, budget constraints, and the scale of operations when selecting software. Utilising available free trials can also provide valuable hands-on experience to inform your choice.


Choosing the right construction management software for small business is vital for streamlining operations and driving project success. Planyard stands out with its robust, cost effective financial management tools tailored specifically for construction companies like yours. 

We encourage you to see Planyard in action and discover how it can transform your budget management processes. Take the first step towards optimising your project job costing by scheduling a demo with Planyard today. Experience firsthand how Planyard can make managing your construction finances easier and more efficient.