Planyard Construction Software Knowledge Base

Back to home

Planyard Construction Software Knowledge Base

Estimating

Estimating

Detailed information and step-by-step guides on creating and managing project estimates in Planyard.

Basic Features

Introduction to cost estimating in Planyard (Video Guide)

How do I set up my company account for estimating? (Company profile, Sales pipeline, Quote expiry, Quote notes, Default VAT, Item break down)

How do I create a new client bid request?

How do I add items to my estimate?

How do I add costs to items in my estimate?

How do I add markup to an Estimate?

How do I create a quote from an estimate?

How do I use the estimation pipeline view?

How do I give users access to the estimation feature?

See more

Advanced features

How do I utilize estimation templates?

How do I create and manage estimate versions?

How do I add budget codes to the company account?

How do I add sales tax to my estimate?