Essential setup guide

Planyard’s essential features eliminate spreadsheets by streamlining cost estimating, client quotes, invoice processing, and real-time budget tracking with automated budget updates and seamless accounting integration.

Cost estimating & Client quoting

This 4-minute tutorial video will give you an introduction on how to utilize the estimation feature.

Company information and branding

Company information and branding are automatically included in the quote PDF exports.

1. Go to Company in the top menu row.
2. Click Settings and fill in your company details. The information will automatically appear on the PDF quotes you send to customers.

Quote terms, pipeline, VAT (GST) & default expiry date

1. From Settings navigate to the Company-wide features tab.
2. In the top of the list, you’ll find options to review and adjust:
   • Pipelinestages
   • Client quote terms template
   • Client quote default expiry days
   • Default VAT

Project budget control & Invoice processing

Watch this 2-minute intro video to learn how to process subcontractor and vendor invoices with automated budget updates and seamless accounting integration.

How to collect vendor and subcontractor invoices onto Planyard

1. Auto-import invoices via your accounts payable email (most popular).
2. Process invoices directly from Outlook or Gmail while browsing email.
3. Scan paper receipts via mobile—anytime, anywhere. iPhone & Android

Start your next project on Planyard

1. Navigate to Projects in the top menu row.
2. Click Create project in the top right corner.
3. Add your project information and click Create project.
4. Watch the 1–2 minute video guides on uploading your initial project budget from a spreadsheet.

Automate invoice processing to accounting

1. Integrate with Xero, QuickBooks, Sage, or MYOB to eliminate manual data entry.
2. Or let Planyard automatically send project manager- or quantity surveyor-approved invoices directly to your accountant’s email. (Fit while just testing)