Log in Planyard: Create a new account or log in via your existing account.
Invite your team to Planyard and set up the user rights (Here's how)
How to collect the purchase invoices and assign for approval - auto-import from your accounts payable email (See here), use Planyard Outlook Add-in or Gmail Add-on, or instead use the Android app here and iPhone app here.
Sending the approved invoices over to accounting via built-in integration with Xero or Quickbooks (see here) or via email ( Company => Integrations => Connect to email, and enter the corresponding email)
Here's the list of videos that help your team to learn to use Planyard:
How to run subcontractor bid requests (RFQs') and how to compare the bids (See here)
How to manage the subcontracts and variations (Also called Change-orders) (See here)
Purchase orders creating and sending to the vendors (See here)
Digitize subcontractor progress payments process(Also called Valuations or claims) (See here)
Approving the purchase invoices (See here)
Analyzing the budget and revising the cost forecasts (See here)
Subcontractors management: Companies and contacts management, categorization, subcontractor performance management, relationship management: Included with every plan.
Estimating: This feature is currently in B version (cost codes library, price list management, item cost analysis, bidding, quantity calculations, specifications) => To review the estimating tool, please contact our customer success manager via firstname.lastname@example.org