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

      Cost Estimating Functionality Getting Started Guide

      Here’s a quick guide to help you get started with Planyard’s cost estimating and client quoting features.

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

      Quick Setup:

      • Set Up Company Details: Go to Company → Settings and fill in your company details. These will automatically appear on the PDF quotes you send to customers.

      • Review & Update Quote Terms: Navigate to Company → Company-wide features → Budgeting pipeline stages & Client quote terms to customize your default quote terms.

      • Learn More: Explore the knowledge base for a detailed guide on using the estimating functionality effectively.