Start from templates & your cost library
Use prefilled templates and a structured library of materials and labour to price consistently. Duplicate past projects when scopes repeat, then fine-tune.
QuickBooks Construction Bids & Proposals
Send accurate, branded offers your clients can accept—without spreadsheets or re-typing. Planyard helps you assemble quotes from templates and a structured cost library, export polished PDFs, and keep a full audit trail from first draft to acceptance—all while keeping your QuickBooks data clean.
- Build from templates and a reusable cost library
- Export professional, client-ready PDFs
- Convert accepted proposals into budgets & POs → approvals → QuickBooks
Free 14-day full-featured trial. No credit card required.
Read success stories from our customers
See how Planyard helps businesses like yours succeed - read their stories in our blog.
"Our previous systems didn't track job costs in a way that aligned with how our projects actually run. We needed a tool to handle purchase orders and provide a clear view of every project—showing exactly where we stood at any moment, what costs were still to come, and exactly where we had already spent."
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"In the past, it would take me an entire week just to set up a spreadsheet for a single project. Now with Planyard, that same setup takes maybe an hour. There’s no reason to spend a week building a manual system from scratch when you can get everything ready to go in a fraction of the time."
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"When I have been working on cloud accounting like Xero and Quickbooks they don’t have a specific construction-based costing tool. You have project management costing tools but they are not aimed at the level of what construction companies need so I came across Planyard and I was like finally there is something that solves the problem."
"Planyard is exactly what I’m after as a business owner: a good-value system that keeps everything in one place, saves me money and makes sure I’m not losing any money on projects. As a businessman, that’s a no-brainer."
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"Planyard has been one of the easiest systems to implement. Honestly, I don't find it difficult at all to onboard new users or projects onto the system."
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"I don’t need to worry about that piece of paper or invoice again. It’s not only set up correctly against the budget, but it’s also been sent off to accounts, so I don’t have to send any more emails or do any more work for those invoices to be received by the bookkeeper or the accountant."
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Trusted by construction companies globally
Create professional construction quotes & proposals
Everything you need to price clearly, present professionally, and win work—fast.
Templates
Start from standardised structures—no blank-sheet estimating
Cost items
Pull materials/labour from your library for consistent pricing
Duplicate past projects
Reuse winning estimates when scopes are similar to save time
Pricing rules
Apply markups/overheads in one place for controlled margins
Build clear, client-facing offers
Present scope, inclusions, and options in a proposal your client can understand. Export as a polished PDF for submission.
Branded PDF export
Generate professional proposal documents in one click
Options & alternates
Show value-engineered choices without creating extra versions
Terms & validity
Add payment terms, retention, and expiry in plain language
Tax display
Show VAT/sales tax cleanly, aligned with your QuickBooks setup
Upload your project budget and follow the financial progress in real-time
No credit card required. No sales or IT support needed.
Control margins & pricing transparency
Protect your markups while giving clients clarity on what’s included.
Markups & overhead
Apply consistent markups across categories or lines
Unit rates
Keep a stable set of rates from your library for repeat work
Allowances & contingencies
Flag provisional sums and allowances clearly
Presentation controls
Hide internal notes; show only what the client needs
Track versions & acceptance
Keep a tidy audit trail from first quote to signed proposal.
Version history
See who changed what, and when
Client acceptance
Record acceptance and move straight to delivery
Change requests
Revise lines and reissue—without losing the paper trail
Notes
Capture clarifications next to the exact line item
From accepted proposal to delivery & QuickBooks
One flow from proposal → budget → POs → approvals → QuickBooks—so numbers stay consistent from bid to final account.
Convert to a live control budget
Turn accepted proposal lines into a workable cost breakdown with owners and codes—no re-typing.
One-click conversion
Move from proposal to budget instantly
Cost codes
Map lines to the right codes from day one
Baseline
Freeze the original budget for change control
Accountability
Assign line owners and thresholds
Raise purchase orders from the budget
Commit spend against the accepted scope before invoices arrive.
PO from lines
Create POs that inherit the correct codes
Delivery capture
Record GRNs or valuations against each PO
Tolerances
Flag price/quantity variances automatically
Commitment tracking
See committed vs remaining at-a-glance
Upload your project budget and follow the financial progress in real-time
No credit card required. No sales or IT support needed.
Approvals and 3-way matching before accounting
Capture invoices (email-in/OCR), match to PO and delivery/valuation, and route for project approvals—then post to QuickBooks.
Email-in/OCR
Turn PDFs/photos into structured data—no re-typing
3-way match
PO ↔ delivery/valuation ↔ invoice; block mismatches
Project approvals
Site/QS/Finance routes or ad-hoc
Approval-only sync
Only fully approved invoices post to QuickBooks.
What syncs to QuickBooks Online
Planyard posts ready-to-pay bills with correct coding and documents—keeping ledgers and job reports clean.
Approved bills only
Nothing syncs until coding, matching, and approvals are complete
Vendor, GL account, Class, tax & currency
Bills arrive already tagged for reporting
Invoice PDF + references
The original PDF and PO/valuation refs travel with the bill
Notes & comments
Reviewer context is preserved for audit/month-end
Construction Software Integrating with QuickBooks
Planyard is construction software integrating with QuickBooks: it connects quoting and proposals with delivery and approvals, then syncs only clean, approved data to QBO—so Finance’s reports stay accurate while the project team moves fast.
Sending client proposals: Planyard vs QuickBooks alone
| Capability | QuickBooks Alone | QuickBooks + Planyard |
|---|---|---|
| Proposal/estimate templates & cost library |  Basic/none |
 Built-in templates & reusable cost items |
| Duplicate past project estimates | Manual copy |
One-click duplicate & edit |
| Branded, multi-section PDF proposals | Basic documents |
Polished, client-ready PDFs |
| Version tracking & acceptance trail | Limited |
Full history with notes |
| Convert accepted offer → budget & POs | Manual re-typing |
One-click conversion; codes preserved |
| Approvals & 3-way match before posting | Not enforced |
Enforced with variance blocks |
| Sync to QuickBooks (vendor/COA/Class/docs) | Manual uploads/tagging |
Approved bills post fully coded with PDF |
Contractor success stories
"Planyard is exactly what I’m after as a business owner: a good-value system that keeps everything in one place, saves me money and makes sure I’m not losing any money on projects. As a businessman, that’s a no-brainer."
"Planyard takes your project budget and puts it very clearly on screen, allowing you to account for all your costs, invoices, and receipts as you process them before they even reach the accounting department. This gives you a live, real-time picture of exactly where your project budget stands at any given point."
"Team members can jump into the system and immediately see exactly where a project stands without getting confused. It’s so self-explanatory and user-friendly that I don’t have to spend weeks training everyone in the company on how to use it; they can just get to work."
"If I were still relying solely on Excel to track and present the financial positions of our projects, I would be losing significant time every single month. By implementing the streamlined processes that Planyard supports, I’m saving at least three to four days of work every month that would have otherwise been spent on manual data entry and reconciliation."
"Using Planyard gives me a lot more certainty that the figures we are looking at are accurate and reflect the true status of the budget."
"It’s a fantastic visualizer; you can jump onto Planyard at any point and instantly see exactly how the job is performing straight away."
Pricing for QuickBooks proposal add-on
Start with estimating and budget conversion; add purchasing, approvals, and 3-way match as you standardise processes.
USD
EUR
GBP
AUD
CAD
Estimating
$52
€49
£40
$82
$74
/ month / project manager
Cost estimating
Essential
$105
€99
£82
$166
$149
/ month / project manager
$43
€40
£33
$49
$60
Usually selected for: site engineers, clients, estimators or auditors.
for supporting staff
Perfect for support roles or stakeholders—gain access to essential project features and view key financial data without full platform permissions, enabling users to stay informed and contribute without hands-on tasks.Usually selected for: site engineers, clients, estimators or auditors.
Estimating and budget control
- Everything in Estimating
- Track budgets and actual spend
- Manage purchase invoices automatically
- Reuse active project cost data for estimating
- Sync invoices to Xero and QuickBooks
Professional
$158
€149
£123
$250
$225
/ month / project manager
$43
€40
£33
$49
$60
Usually selected for: site engineers, clients, estimators or auditors.
for supporting staff
Perfect for support roles or stakeholders—gain access to essential project features and view key financial data without full platform permissions, enabling users to stay informed and contribute without hands-on tasks.Usually selected for: site engineers, clients, estimators or auditors.
Estimating, cost control and purchase orders management
- Everything in Essential
- Issue and manage purchase orders
- Track committed cost on the budget
- Forecast project profitability in real-time
- Create cashflow forecasts
- Manage client contracts and progress reports
Ultimate
$210
€199
£164
$333
$300
/ month / project manager
$43
€40
£33
$49
$60
Usually selected for: site engineers, clients, estimators or auditors.
for supporting staff
Perfect for support roles or stakeholders—gain access to essential project features and view key financial data without full platform permissions, enabling users to stay informed and contribute without hands-on tasks.Usually selected for: site engineers, clients, estimators or auditors.
Full functionality
- Everything in Professional
- Automate subcontractor and vendor quoting
- Track subcontracts and progress
- Manage subcontractor change orders
- Collect subcontractor payment applications
Frequently asked questions
We've got your questions covered. If you can't find the answer below, then feel free to contact us via the chat.
Yes—create from templates, pull items from a cost library, and reuse past projects to price faster and more consistently.
Yes—convert to a live budget, raise POs, run approvals with 3-way match, and then post only approved, coded bills to QuickBooks with vendor, COA, Class and the invoice PDF attached.
Yes. Planyard integrates with QBO and posts only approved, coded bills with vendor, Chart of Accounts, Class, tax/currency, and the invoice PDF attached.
No. Planyard is the project-side control layer (estimating, budgets, POs, approvals, 3-way match). QuickBooks remains your accounting system.
Yes. Configure project-specific or ad-hoc routes (e.g., Site → QS → Finance) with value thresholds. Only fully approved invoices sync to QuickBooks.
Yes. Planyard matches PO, delivery/valuation, and invoice; price/quantity variances are blocked before anything posts to QuickBooks.
No re-typing. Email-in and OCR turn PDFs/photos into structured data, auto-link to the right PO, and move into approvals.
A complete bill: vendor, GL account, Class, tax/currency, the invoice PDF, and PO/valuation references—plus approver notes for audit.
QuickBooks applies CIS and reverse charge VAT on posted bills; Planyard ensures clean vendor linkage and coding so outcomes are correct and HMRC reporting stays straightforward.
Upload your project budget and follow the financial progress in real-time
No credit card required. No sales or IT support needed.