Send payment application templates automatically, let subcontractors submit progress against their contract, and approve, reject or query it all before anything needs re-typing into a spreadsheet.
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Every month means chasing a dozen subcontractors for progress claims - some by email, some as PDFs, none in the same format.
A subcontractor has invoiced more than what's actually left on their contract, and it was only caught after the fact.
Retention and prepayment deductions get calculated by hand, and it's easy to get one wrong.
Approved valuations still have to be manually re-keyed into the accounting system before anyone gets paid.
Trusted by UK QSs and commercial managers processing hundreds of subcontractor valuations a month
"What I really like about Planyard is that you can take that zip file, unzip it, and essentially just dump all the invoices in at once. The system goes through and automatically picks out invoice numbers, dates, and other key details. Then, just assigning the cost codes is so much faster. The amount of stress that saves me is something I don't think I could even quantify."
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"What struck us was how easy it was. If it were hard for me to use, how can I expect my QSs or subbies to use it? With Planyard you just click send valuation, upload invoice, apply percentages to your section - it just works."
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One click sends every open subcontract order its payment application template. Subcontractors submit through a link – no login, no spreadsheet, no account needed.
Schedule a demoPayment application templates send automatically from the subcontract order, or subcontractors request their own via a personal link.
Subcontractors enter progress by percentage, unit or value against their contracted schedule of values.
The system won't let anyone bill more than what's left on the contract.
Agreed variations can be added directly to the valuation by the subcontractor, instead of arguing about them after submission.
"When everything is set up, it’s just a few clicks and the process is complete. It automatically sends the document and tells the subcontractor exactly what amount to invoice for, making the entire valuation process incredibly easy."
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Every submission lands in one review queue, with retention and prepayment already calculated against what you agreed.
Try it freeApprove, reject, or route to a site engineer or finance for internal sign-off before it's confirmed.
Retention and prepayment settlement calculate automatically on every valuation - no manual maths.
Approved valuations generate a payment application PDF showing value, retention and variations in one document.
Every submission and approval stays logged against the subcontract order.
"We had to get our accountant on board and interface it with Xero, so invoices hit the right job number. Now an invoice gets uploaded in Planyard, I sign it off, and it drops into my Xero payment schedule in three or four weeks - it’s perfect."
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Once you approve, the subcontractor uploads their sales invoice against the same link – and it’s ready for accounting the moment it matches.
Schedule a demoSubcontractors upload their sales invoice directly against the approved valuation, so totals match before it goes further.
Approved invoices push into Xero, QuickBooks, Sage or MYOB - no manual re-entry.
Real-time retention booked, prepayment settled, and remaining contract value.
From approval to payment without a single number re-typed.
Approved invoices flow straight into Xero, QuickBooks, Sage or MYOB – no re-keying, no duplicate data entry.
"Timewise, on a single project, I'd probably save 6 to 8 hours—essentially a full day every month. When it comes to processing monthly payments, it saves me a solid day, perhaps even a day and a half, just in sorting through the invoices. Saving a day and a half of my time means the system pays for itself time and time again."
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We've got your questions covered. If you can't find the answer below, then feel free to contact us via the chat.
Software that automates sending, submitting, reviewing and approving subcontractor progress claims – also called payment applications or valuations – linked directly to the subcontract order and budget.
They receive a link by email – no account or login required – and enter progress against their contracted schedule of values directly in the browser.
No. The system won’t let a subcontractor enter more progress than what’s contracted, so overbilling is prevented at the point of submission.
Yes. Both are calculated automatically on every valuation based on what’s set up on the subcontract order.
The subcontractor is notified and can upload their sales invoice against the same approved amount. Once it matches, it’s ready to push to your accounting software.
Yes. You can route submissions to a site engineer, QS or finance team member for approval before it’s finalised.
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