Planyard Account Setup and Implementation
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      1. Planyard Construction Software Knowledge Base
      2. Getting started with Planyard
      3. Planyard Account Setup and Implementation

      Essential Functionality Getting Started 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.

      1. Cost Estimating & Client Quoting

      • Here’s a 4-minute guided video on quickly getting started.

      • Go to Company → Settings to enter your company details—these will be automatically added to your PDF quotes.

      • Review and update your quote terms template under Company → Company-wide features → Client quote terms.

      • Customize your estimating pipeline under Company → Company-wide features → Budgeting pipeline stages & Client quote terms.

      2. 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.

      Three-step Guide to Get Started Quickly

      1. Upload your starting project budget using one of our Simple (download sample or see 3-min guide) or Complex with multiple subcategories (download sample or see 3-min guide) templates. 

      2. Best ways to link vendor and subcontractor invoices to your projects:

        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

      3. 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)