Looking for a construction add-on that works with Xero? Planyard has you covered.
Track your construction project budget and project profitability on Planyard. Our add on sends the cost information automatically to Xero for your accountant to pay out.
Free 14-day full-featured trial. Full access. No credit card required.
Manage your construction profitability on the job and project level. Every time you approve costs, the budget gets updated automatically. This means that the project profitability is always up to date without any manual work.
You can always go back to look at the breakdown of all jobs. This detailed overview lets you find out whether mistakes were made at the estimation or design stage and learn from them.
When you have connected Xero and Planyard, all of your contacts will be loaded into Planyard. This syncing happens every time you log onto Planyard, so you can be sure that you always have the same contacts in both systems.
Since you can leave ratings for contacts on Planyard, you can be sure that the companies you work with are not problematic. Your colleagues can share their experiences as well, making sure that you don’t run into problems again.
Since you have all of your subcontracts and purchase orders in Planyard, it also makes sense to approve the costs for them there first. When you approve a cost, you see exactly how much has already been paid out in the past. Having this information on a job and contract level makes sure that you do not pay your subcontractors more than agreed.
When you approve a cost, the project budget gets updated automatically to reflect the current status. This means that you can easily compile a report for the management about the current project status.
As soon as you approve your invoice, it gets automatically sent to Xero. The quantities and price from Planyard will be sent to Xero together with the original invoice document.
When the accountant receives the invoice, they only need one click to approve the invoice and pay out the expense. This workflow ensures that no invoices get paid out above what was initially agreed with the supplier. This is because the project team knows best whether an invoice is in the correct amount or not.
“I would say that Planyard is a great way to easily and conveniently track your job costs in one place. It keeps track of all of the documents and the numbers in one place. If there’s some problem with the budget, it just tells you what you need to fix and you’ll be fine. It really just kind of thinks a step ahead for you.”
“Planyard is a live overview of your project. How they are performing financially and it is basically a CVR that is live all the time. I have saved a lot of time! It’s so much easier now that I am less reliant on Excel. When we’ve been awarded a project and we’ve uploaded the project on Planyard, I don’t need to look at spreadsheets anymore.”
No credit card required. No sales or IT support needed.