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.

Julgamento gratuito de 14 dias. Acesso total. Não é necessário cartão de crédito.

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

O que os nossos clientes dizem sobre nós

Logotipo de Bonava
Hitachi ABB
Logotipo do Grupo Kaamos

Intra Interieur

“Queria escapar às folhas de cálculo, escapar à entrada manual de dados e procurar formas de ficar além dos números orçamentais. É um desafio dentro de uma empresa de desenvolvimento manter-se além dos seus números.

Então, deparei-me com o Planyard numa busca para melhorar os processos de gestão orçamental e, para facilitar a minha vida.

O Planyard faz isso, e pega no orçamento do teu projeto e coloca-o muito claramente no ecrã para que tenhas uma imagem em tempo real de onde o orçamento do teu projeto está a qualquer momento.”

Ian Holford

Manager, Higgihaus Developments

Bristol, Reino Unido

“Tenho trabalhado em ferramentas de contabilidade em nuvem como a Xero e quickbooks que são excelentes, mas não têm uma ferramenta específica de custos baseados na construção.

As empresas de construção contam com dispendiosos inspetores de quantidades e gestores de projetos para fazer um monte de dados inputs em pacotes como o Excel, o que os afasta de se concentrarem em atividades de valor acrescentado e impulsionar o crescimento dos lucros.

Quando me deparei com o Planyard, fiquei aliviado por finalmente haver uma solução para este problema. As cotações, as ordens de subcontratação, as ordens de compra, as faturas, as faturas de progresso, etc. são colocadas no sistema e está diretamente ligada ao orçamento, CVRs, subcontratados e fornecedores. Isto está a facilitar a vida das pessoas. Os dados estão à mão, são automatizados e afastam todos da exigência desatualizada de preencher as folhas de cálculo.”

Paul Howarth

ACMA & CGMA, Diretor, Live Management Accounts Ltd

Manchester, Reino Unido

“Eu diria que planyard é uma ótima maneira de rastrear facilmente e convenientemente os seus custos de trabalho em um lugar. Acompanha todos os documentos e números num só lugar.

Se houver algum problema com o orçamento, diz-te o que precisas de resolver e vais ficar bem. Na verdade, pensa um passo à frente para ti.”

Jordan Cohen

Parceiro, TITN Development

Florida, EUA

“Com o Planyard poupamos quatro dias de trabalho por mês por cada gestor de projeto. O maior ganho de eficiência veio de acabarmos com a introdução de dados em duplicado.”

Marek Korbelainen

Chefe de Construção, Grupo Kaamos

Tallinn

“Queríamos saber se íamos ou não íamos ter lucro antes do projeto chegar ao fim. O Planyard permitiu-nos fazer isso. Podemos ver exatamente que trabalhos dão lucro e que trabalhos não dão lucro, e assim podemos fazer as alterações necessárias enquanto os trabalhos estão a decorrer.”

Tomy Saaron

Membro do conselho, Hausers

Tallinn

Ainda a usar o Excel para gestão orçamental?
Há uma maneira melhor.

As folhas de cálculo não são a melhor forma de gerir os custos de trabalho
  • É muito fácil cometer erros.
  • Não se vê atrás dos números.
  • É difícil uniformizar e garantir a conformidade;
  • Não há uma visão geral em tempo real das previsões de rentabilidade;
  • Significa trabalho duplicado para pMs e contabilistas.
Planyard poupa tempo e nervos

Siga o seu orçamento em tempo real e tome medidas imediatas quando ocorrerem erros. Os custos de trabalho são organizados, e totalmente pesmáveis e acessíveis para previsão, gestão de projetos e muito mais.