--- title: "Planyard Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Planyard Software - reviews, pricing plans, popular comparisons to other Contractor Management products and more." source_url: "https://www.capterra.com/p/182439/Fizure/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Planyard Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Planyard ## What is Planyard? Planyard makes construction contractors' financial management incredibly easy. Designed by industry pros, we help you ditch messy spreadsheets, eliminate duplicate data entry, and regain control of your margins. Management gets a real-time financial overview of the entire portfolio, providing the peace of mind needed to focus on growth rather than manual admin. Why construction teams choose Planyard: \* Speed: Get started in just 1–2 hours as your next project begins. \* Accuracy: Standardized estimating, budget management, and forecasting without manual errors. \* Automation: Streamline subcontractor billing, pay applications, and RFQs. \* Connectivity: Seamlessly sync project costs with Xero, QuickBooks, Sage, and MYOB. Stop wasting days on manual paperwork. Get real-time oversight of your project profitability with software built for the job site, not just the back office. ## What is Planyard used for? [Construction Accounting](https://www.capterra.com/construction-accounting-software/)[Contractor Management](https://www.capterra.com/contractor-management-software/)[Construction Management](https://www.capterra.com/construction-management-software/) Top alternative Featured Overall rating Based on 18 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $50 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Planyard?[Manage this product listing](https://www.g2.com/products/planyard/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Planyard 4.7 (18) VS. [4.7 (484)](https://www.capterra.com/p/182990/GCPAY/reviews/) Starting Price $50 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (18) Ease Of Use 4.7 (420) Value For Money 4.5 (14) Value For Money 4.6 (358) Customer Service 4.9 (17) Customer Service 4.8 (413) ## Planyard alternatives [4.5 (2,680)](https://www.capterra.com/p/56250/Procore/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.7 (288)](https://www.capterra.com/p/133101/Premier/reviews/) Starting price $125.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.5 (110)](https://www.capterra.com/p/135791/Knowify/reviews/) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [FOUNDATION](https://www.capterra.com/p/2032/FOUNDATION/) [4.3 (420)](https://www.capterra.com/p/2032/FOUNDATION/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/2032/FOUNDATION/) [View all alternatives](https://www.capterra.com/p/182439/Fizure/alternatives/) ## FAQs about Planyard Overview ### Which roles and teams benefit most from Planyard? Planyard is most used by construction project managers, construction managers, quantity surveyors, and estimators who track project budgets, quotes, commitments, and job costs. Commercial, finance, and accounts teams manage purchase orders, invoices, and profitability, while directors and business owners monitor financial performance and delivery across projects. Answer based on 18 reviews Overview ### What company size and industries is Planyard built for? Planyard is built for small construction teams, which represent 94% of reviewers, especially those moving beyond spreadsheets without a heavy ERP setup. Construction accounts for 56% of reviewers, followed by civil engineering at 22% and accounting at 6%. It also serves midsize businesses, representing 6% of reviewers. Answer based on 18 reviews Features and Usability ### What are the key features of Planyard? Planyard includes project accounting, budget tracking, and job costing for construction financial control. It also offers accounts payable, invoice management, purchase order management, and approval process control. Additional features include bid management, subcontractor management, real-time reporting, compliance tracking, and document storage. Integrations ### Which third-party tools and platforms does Planyard integrate with? Planyard integrates with accounting and construction platforms including MYOB Business, Procore, QuickBooks Online, QuickBooks Online Advanced, Sage 200, Sage 50 Accounting, Sage Accounting, and Xero. These native connections cover core financial and project workflows across small business and enterprise environments. Getting Started and Support ### What training and onboarding options does Planyard offer? Planyard provides in person training, live online sessions, webinars, documentation, and videos. These formats cover guided instruction, virtual group learning, self-paced reference material, and video-based walkthroughs for teams that need help learning the product. Getting Started and Support ### What customer support options does Planyard offer? Planyard provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. Support is organized across direct contact and self-service resources, giving users multiple ways to seek help with setup or product questions. ## Features AI summary Based on 1,114 Contractor Management reviews Capterra data shows that buyers of contractor management software rank the following features as their top priorities: - **Billing & Invoicing** (**57%** of reviewers rated this feature as critical) - **Multiple Projects** (**54%**) - **Job Management** (**46%**) Planyard supports all three of the features reviewers rate highest: **Billing & Invoicing**, **Multiple Projects**, and **Job Management**. Together, these capabilities help businesses keep project finances accurate, oversee several jobs at once, and stay on top of day-to-day work, allowing teams to manage contractors more efficiently and maintain better control over project delivery. Billing & Invoicing 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Job Management 4.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Manage and track all job information and associated tasks Project Tracking 4.8 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Monitor the progress of projects from start to finish Accounting Integration 4.6 (7) 85.71% of 7 reviewers that rated this feature as important or highly important Integrate with a third-party accounting system Accounts Receivable 5.0 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Track outstanding invoices and the money owed from clients Change Order Management 5.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs Planyard 71 features ### All Features - Access Control: Regulate who can view information within the system - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Accounts Payable: Track money owed to a company's creditors/suppliers - Accounts Receivable: Track outstanding invoices and the money owed from clients - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Bid Management: Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison - Billable Items Tracking: Track the list of items required to be billed/invoiced to clients - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Bills of Material: Material list of manufacturing parts and associated costs - Budget Control: Manage and monitor spending to align with the financial constraints or goals - Budget Tracking: Track actual spending to ensure it's in line with the planned budget - Budgeting/Forecasting: Create budgets based on historical data and future projections - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Change Order Management: Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commercial: Specialized for organizations who focus on commercial projects and processes - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Contract/License Management: Track, store, and access client contracts or licenses - Contractor Database: Easily track all contractor information in one centralised location - Contractor Management: Specialized for general contractors/sub-contractors (those who conduct work on a contract basis) - Cost Database: Collection of data related to the costs associated with various items, products, services, or activities - Cost Estimating: Forecast the cost and resources required to complete a project - Cost-to-Completion Tracking: Forecast of the expenses necessary for project completion - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Document Storage: Store and organize documents in a centralized system - Equipment Tracking: Track the location of specific equipment at all times - Estimating: Estimate expected cost based on various factors before a project begins - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For AEC Industry: Primarily serving architecture, engineering, and construction industry professionals - For Residential: Specialized for organizations who focus on residential projects - Forecasting: Form predictions based on past and present data/trends - General Ledger: Centralized accounting record which tracks all financial transactions - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Job Costing: Calculate total itemized costs, including initial costs and any changes - Job Management: Manage and track all job information and associated tasks - Job Tracking: Track and visualize the status of an ongoing job and the time spent on tasks or projects - Multiple Projects: Ability to handle several projects simultaneously - Percent-Complete Tracking: Level of completion within a task - Procurement Management: Organize and manage all processes/procedures involved in purchasing goods and/or services - Progress Reports: Document and report the progress of ongoing projects - Project Accounting: Manage and track financials on a project-to-project basis - Project Billing: Business model that bills clients an amount based on the project/task/job performed - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Tracking: Monitor the progress of projects from start to finish - Proposal Management: Creating, submitting, and tracking a sales proposal or bid submitted in response to a request for proposal. - Purchase Order Management: Create, send, and track purchase orders and their statuses - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - RFI & Submittals: Organizes and stores history of RFIs (request for information) & submittals, tracks date/time and whether a response has been received - RFP Management: Manage and process incoming documents detailing requests for proposals - Side-by-Side Comparison: Compare two documents or content pieces side by side - Subcontractor Management: Track information, qualifications, and contact details of subcontractors - Supplier Management: Manage all supplier data and operations - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Timesheet Management: Track the amount of time spent on a job or task - Version Control: Track revisions and updates made to files and navigate between different versions - Work Order Management: Creating, assign, and track jobs and/or tasks for work orders - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.6 (18) 4.6 Based on 18 reviews ## Pricing Value for money 4.5 (14) Free Trial Free Version Basic $50.00 Per User,Per Month Value for money 4.5 (14) 4.5 Based on 14 reviews ## Integrations [ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Procore](https://www.capterra.com/p/56250/Procore/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[ Sage Accounting](https://www.capterra.com/p/168740/Sage-One-UK/)[ Sage 50 Accounting](https://www.capterra.com/p/174753/Sage-50cloud/)[ MYOB](https://www.capterra.com/p/183867/MYOB-Business/)[ Sage 200](https://www.capterra.com/p/227604/Sage-200cloud/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (17) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (17) 4.9 Based on 17 reviews ## User reviews Overall rating 4.7 Based on 18 reviews Filter by rating Counts reflect reviews available in this feed. 5(13) 4(5) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful RE Reviewer Commercial Manager Used the software for: Less than 1 year ### "Four clicks to a cost report, and the whole team picked it up in a week" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 8, 2026 Planyard is a great tool for our cost management, assisting with budget tracking, and subcontract account management whilst integrating with our accounting software. It is quick, easy and a pleasure to use. Pros The simplicity. Our old system needed a full page of handwritten steps to raise a subcontractor order and the same again for a cost report. It froze, it took an age to load the next page, and if something went wrong you'd lost half a day. On Planyard my cost report is four clicks and it's all on one screen. Purchase orders, subcontractor payments and cost reporting sit in one place instead of three or four, and I get the same commercial output I always needed without clicking all over the place to do one action. The learning curve is short. When you first sit down you think there's a lot to take in, then you start doing it and it just goes in. New QSs need a couple of goes at uploading a payment or raising an order and they're away. We migrated all our ongoing projects in about a week, and most of that was us working out the best way to bring the historic figures across rather than fighting the software. Support is a hundred times better than what we had. \[sensitive content hidden\] set the foundations and has answered everything since. When we've asked for something to suit how we work, they've listened and done it. Cons Very little. Costs are allocated by invoice date, so a late-dated invoice can land in a month we've already reported. A brought-forward figure on the cost report would be a nice addition. I'd also like the option to issue a payment notice without the subcontractor having to accept it first. Neither has slowed us down. The bigger gap was on our side: we'd only scratched the surface of what it can do, and the Planyard team has since walked us through the rest. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Finance Manager Used the software for: Less than 1 year ### "Real-time financial visibility for our projects" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 5, 2026 Migration was easier than we feared. We moved all our live projects across at once, about a week including the historic cost-to-date figures, and when we hit a snag on retention and discount deductions from the old system, our account manager went away and came back with a working solution. Overall great support, proven time and cost saving, easy to use, flexible and able to grow as we do and we now see real numbers in real time. Pros Visibility from one screen. I can see everything from a purchase order being raised through to supplier and subcontractor payments, retention and sales invoices at a glance, and the numbers are today's. Cons Only small things. Retention releases don't yet link through to Xero, so that's a manual entry for now. I'd like the payment date shown on payment notices, and a short note when updates are applied so we know what's new. All of these have been raised with the Planyard team and taken on board. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Finance manager Used the software for: Less than 1 year ### "A Game Changer for Construction Budget Control" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 16, 2026 Overall, Planyard has been a game changer for both our Quantity Surveying and Finance teams, and we are very happy with our decision to implement it. Pros When we were looking for a platform to help us track project budgets in more granular detail than Xero allows, we arranged demos with several software providers. After reviewing the options, we ultimately chose Planyard, and we have now been using it for nearly a year. I recognise that we are not yet using all the available features, but that is mainly due to our own internal processes rather than any limitation of the software. One of the key things that stood out during the demonstrations was how easy the budget screen is to understand. For a UK construction business, handling CIS deductions correctly was a major consideration for us. In Xero, labour needs to be coded as CIS labour for HMRC purposes, but we also wanted to track labour costs against specific budget categories such as demolition, internal walls, groundworks, etc. Planyard allows us to do exactly that. The labour cost can be allocated to the correct project budget category, while on the Xero side it can still be coded as CIS labour for HMRC compliance, with the CIS tax deduction handled in Xero. This was a big win for us. Another feature I really appreciate is how Purchase Orders link directly to the committed cost column in the budget. This means that even before the invoice arrives, we already know how much of the budget has been committed and how much remains available for each element of the project. With Xero, raising a purchase order was easy, but it didn’t properly handle part-invoicing against a PO. We had to manually calculate and adjust the remaining balance ourselves. In Planyard, this is handled automatically, which saves a lot of time and eliminates errors. The RFQ feature is also heavily used and loved by our project manager. It allows us to compare quotes side by side and against the target budget. It even shows how much profit we would make depending on which supplier or subcontractor we choose before committing to the price. Once a preferred supplier is selected, the quote can be converted into a Purchase Order with one click, meaning there is no need to re-enter the same information twice. Another feature I find incredibly valuable is the ability to leave comments directly on budget lines. Team members can ask questions, leave notes, and reply within the system. This keeps all discussions tied to the specific cost line. Instead of long email threads where explanations get lost after a few weeks, everything remains documented and easily accessible. One of the biggest operational improvements for us has been reducing the number of spreadsheets that different stakeholders were maintaining separately. Previously, various team members had their own tracking spreadsheets, which often led to inconsistencies and confusion. With Planyard, everyone is now looking at the same set of data, but using it for different purposes — whether that’s QS budget control, project management decisions, or finance reporting. Creating payment applications in Planyard is also extremely straightforward. It automatically shows both the remaining budget on the cost side and the remaining amount that can be claimed from the client, which makes managing valuations and forecasting much clearer. Finally, I have to highlight the customer support team, which has been excellent. Whenever we get stuck, the response time is very quick, and we can usually arrange a follow-up meeting or call within a few days. We have also raised a few limitations we encountered while using the software. What has been refreshing is that the Planyard team genuinely listens to feedback and is actively developing additional features based on our needs. In a previous company, we implemented another system where the developers promised everything could be tailored to us. However, once we started rolling it out, we were left with workarounds and a messy setup that never truly fit our business. Our experience with Planyard has been the complete opposite. They promise improvements and actually deliver them. And when something is not fully there yet, they are clearly working hard to make it happen. Cons The Work Orders feature is still a bit clunky at the moment. However, the developers are actively working on improvements based on user feedback, so I’m confident it will become a much stronger feature in the near future. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Quantity Surveyor Facilities Management Used the software for: Less than 1 year ### "Everything a QS needs without overcomplicating it" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 10, 2026 Very good. I have frequent meetings with the developers and they are extremely responsive to requests for information and suggested upgrades to the system. Pros Planyard gives me the processes of a massive ERP, but the whole setup took a few days just by myself. It links perfectly with Xero and simplifies our purchase orders without complicating anything. I used to work for a UK Tier 1 company and am familiar with complex ERPs that required five professionals just to process a purchase order. When I moved to an SME in Australia, I wanted the same budget processes, but not an ERP. Cons Because I started using planyard a few months through the financial year, I had to manually calculate and input our cost-to-date from our old Xero tracking categories. Fortunately, the system made this manual entry very simple. There is nothing really that I dislike, to be honest. It does exactly what it says on the tin. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Accounts Manager Used the software for: 1-3 years ### "Great software that's allowed us to manage project finances" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 November 13, 2025 Very positive, and it is providing us with pretty much everything we need to manage our projects. I have also been able to train a new employee very quickly because of its useability. Pros It's relatively simple and quick to build your project budget, and it has all the tools that you need to manage the finances for a construction project. The support is really good, with quick response times. Cons It would be nice if there was some flexibility and customisation available on the documents it generates. Currently they look great, but having the ability to collapse cost sections when there is nothing being claimed on a client contract valuation would be nice. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Carlos V. Office Manager Used the software for: Less than 1 year ### "A good construction costing solution with a great customer support" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 21, 2021 With Planyard we found a good solution for submitting quotes, evaluating and comparing prices, placing orders and tracking progress on screen and through reports. It is an excellent tool for cost control and now we can recognize the resources spent, assess the remaining resources and costs and identify the potential deviations. Planyard has become an important tool to manage our projects and to provide information in time to our company's board. Pros It´s an easy-to-use software and provides a clear control of your budget and linking to Xero will allow your accounting to be synchronized with the projects. With recent developments and improved features, it´s easy now to place purchase orders, valuations and manage subcontractors. The invoices upload and approval are accurate and intuitive and as soon as approved the documents are automatically sent to Xero. The Fizure team has been quite remarkable in listening to and improving the product in near real-time in response to feedback from myself and the entire team involved. Super helpful and qualified support team. Cons The consolidation of information, namely the costs invoiced and incurred could be better, but it seems that improving this functionality is already on its roadmap. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Director Used the software for: 1-3 years ### "Planyard for UK construction" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 4, 2025 Really good. Its not embedded in the way our company does business and every person in the company uses it every day. The system has an in built contacts section that sync with our Xero. We're able to categorise contacts and leave notes and reviews for ourselves - so we can build up a solid database of reliable contacts. We can also look at every contact and see all the past purchase orders, invoices etc associated with that contact. This has been a real bonus on top of the cost management and tracking functions of planyard. Xero takes care of our accounts and Planyard manages our day to day cost tracking and reporting. They work seemlessly together and also provide a level of separation between the company finances and the project work. Pros Planyard integrates seamlessly with Xero, avoiding having to enter information in 2 seperate places, reducing the risk of errors and saving time. Also ensures real-time cost tracking that is always as up to date as it can be. Every purchase order, subcontractor payment, and invoice syncs automatically, giving us instant financial clarity. The system is intuitive and built for construction, making cost control simple and effective. For external clients, we can provide access to the Planyard portal, giving them real-time insights into their project costs. It’s a game-changer compared to relying on error-prone and delayed Excel spreadsheets. It has been a real selling point to clients and allows us to demonstrate how we're doing this differently, and better than our competition. Cons No real issues. Any queries we have had have generally been user error and the answers are in their FAQs or help guides. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Paul H. Director - Management Accountant Used the software for: 1-3 years ### "A great construction costing solution" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 30, 2021 When I came across Planyard, I knew that this was the piece of software that I had been looking for, for some time. I use cloud accounting software Xero and Quickbooks but they don’t have specific construction-based costing tools. They have project management costing tools but they are quite basic and don't have the level of detail and functionality that construction companies need. Planyard solves this and its made a massive difference to the service I can provide for my clients. The great thing about Planyard is that it saves so much time through automation, it eliminates potential errors and it provides real time data, so no wasted time! Subcontract orders, purchase orders and other project documents are put through the system and emailed direct to the subcontractors and the suppliers. They then submit their applications and invoices via the portal so the data entry is already done for you! I'm all for an easy life :). There's so much functionality to the software and new bits are added all the time. Pros Its automated so it significantly reduces data entry. It eliminates many potential errors, for example that you would get on Excel. The data is accessible real time to aid cost control and decision making. Expensive QS's/PM's can focus on value added activities rather than filling out spreadsheets. If a QS leaves, the data is there and it's easy for a new QS to take over. Eliminates estimating errors. Better & quicker cost control and sign off of variations from clients. It keeps being updated with new useful features. Cons I didn't find it sooner! Some of the terminology was confusing but this has been updated now. And there is a detailed explanation attached to every box within the software. The support team are also very willing to help if you have any queries. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. IH Ian H. Director Used the software for: 1-3 years ### "Ditch Excel and simplify your budget management and book-keeping for construction projects" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 30, 2021 Planyard has become and invaluable tool to keep on top of budgets, book-keeping and accounting. It also has the capacity to grow with us, having plenty of features that we do not use at the moment, but will clearly be beneficial as we increase the size and scale of our operations. Pros Super helpful and responsive support staff who are the actual developers, not a call centre worker reading from a script. Planyard takes away a lot of the headaches from manual data entry and keeping spreadsheets up to date. Gives a clear and easy visual display of your construction budgets and links to xero so your bookkeeping is in sync with your spending and your budget. Cons There have been a few niggles over time with functionality and usage, but the Planyard team have been quite remarkable at listening and improving the product almost in real-time in response to feedback from myself and others. As the product evolves it becomes better and better suited to the task in hand and is now an essential part of our workflow. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Kadir T. Retail Director Used the software for: Less than 1 year ### "No more excel files with Planyard !!" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 September 5, 2022 generally ok ! Pros Thanks to planyard , i used excel less frequently !! Cons didnt understand some terminology however customer team helped me on this. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. 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