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About

Build without doing repetitive data entry. Manage your budgets without Excel and back-and-forth emails. Let your subcontractors do the data entry for you. Know whether a project makes a profit or not before it finishes. Detect estimating and design errors. Save 3-5 days per month per project manager. Get rid of manual calculations and copy-paste. Standardize the processes and ensure compliance. Don’t let things fall through the cracks. Know whether a project makes a profit or not before it finishes. Save 3-5 days per month per project manager. Standardize the processes and ensure compliance. Detect estimating and design errors. Get rid of manual calculations and copy-paste. Don’t let things fall through the cracks. Easily prepare and send bid requests to subcontractors. Quickly evaluate RFQs next to each other, request bids adjustment via multi-round bidding, and convert the winning bid to a contract with one click.

About

Communication between general contractors and their vendors on construction projects is complex and fragmented, yet it’s mostly handled through email. Naturally, critical items get lost in personal inbox clutter. As a result, everyone suffers the financial impacts of project delays, disputes, and issues. TargetDocs bridges the gap between general contractors and vendors by connecting them through one communication workspace, so items never fall through the cracks and project teams are always on the same page.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

General contractors looking for a software solution to manage their budgets and subcontractors

Audience

Construction, contractors, government agencies, municipalities

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$20 per month
Free Version Supported
Free Trial Supported

Pricing

No information available.
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • We were looking a long time for a software that covers our complete workflow. With Planyard we found a good solution for making estimates, send bid requests, evaluate the prices, make orders and follow up progress reports. This makes our project financials easier and always up to date.
  • I finally don't have to work in Excel anymore or do duplicate data entry. The subcontractors do the work for me when they report progress through commitments or respond to RFQs. Fizure also does budget calculations for me. Everything is kept up to date and the forecasts work in real time. I don't have to stay up all night to do the calculations manually when the month's end approaches and everyone wants to get paid. Commitments and invoicing work great there. In addition I save around an hour per RFQ because Fizure automates this process and makes RFQs easily comparable. That adds up to several workdays per project.
  • Super helpful and responsive support staff who are the actual developers, not a call centre worker reading from a script. Planyard takes away a lot of the headaches from manual data entry and keeping spreadsheets up to date. Gives a clear and easy visual display of your construction budgets and links to Xero so your bookkeeping is in sync with your spending and your budget.
  • Its automated so it significantly reduces data entry. It eliminates many potential errors, for example that you would get on Excel. The data is accessible real time to aid cost control and decision making. Expensive QS's/PM's can focus on value added activities rather than filling out spreadsheets. If a QS leaves, the data is there and it's easy for a new QS to take over. Eliminates estimating errors. Better & quicker cost control and sign off of variations from clients. It keeps being updated with new useful features.
  • What I like most is the logical and easy structure of the software. It is frankly quite easy to use and helps me save time by doing the mathematics for me. It is well organized and helps everybody involved to be on the same page. In addition you can slightly customize it to make sure you see information that is important to you but still keep you updated on what your colleges are up to. Without reading the manual it is easy to grasp what is going on and once you have done some command or task it is like you have worked on it for years.

Cons

  • We needed a better tool for specification sheets, which they didn't initially have. They have now added this and most of our workflows are covered.
  • There were no consolidated invoices in the beginning, but now they are available and I am happy!
  • There have been a few niggles over time with functionality and usage, but the Planyard team have been quite remarkable at listening and improving the product almost in real-time in response to feedback from myself and others. As the product evolves it becomes better and better suited to the task in hand and is now an essential part of our workflow.
  • I didn't find it sooner! Some of the terminology was confusing but this has been updated now. And there is a detailed explanation attached to every box within the software. The support team are also very willing to help if you have any queries.
  • There really aren't any aspects of the software that I don't like. I really enjoy using it.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Planyard
Founded: 2018
Estonia
planyard.com

Company Information

TargetDocs
Founded: 2017
United States
www.targetdocs.com

Alternatives

Alternatives

Procore

Procore

Procore Technologies

Categories

Categories

Construction Management Features

Accounting Integration Supported
Budget Tracking/Job Costing Supported
Change Orders Supported
Commercial Supported
Contract Management Supported
Contractors Supported
CRM Not Supported
Equipment Tracking Not Supported
Estimating Supported
Incident Reporting Not Supported
Mobile Access Supported
Offline Access Not Supported
Residential Supported
RFI & Submittals Supported
Subcontractor Management Supported
Timesheets Supported

Contractor Management Features

Contractor Database Supported
Insurance Tracking Not Supported
License Tracking Not Supported
Permit Tracking Not Supported
Skills & Competencies Not Supported
Task Management Not Supported
Work Hour Tracking Not Supported

Construction Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Billing & Invoicing Supported
Budgeting & Forecasting Supported
Cash Management Not Supported
Construction Breakdowns Supported
General Ledger Not Supported
Job Costing Supported
Overrun Projections Supported
Payroll Management Not Supported
Purchase Order Management Supported
Quotes / Estimates Supported

Construction Bid Management Features

Bidder Management Supported
Building Product Database Not Supported
Cost Database Not Supported
File Sharing Supported
Proposal Management Supported
Quotes / Estimates Supported
RFP Management Supported
Subcontractor Management Supported
Takeoff Not Supported
Version Control Supported

Job Costing Features

Bills of Material Supported
Budgeting & Forecasting Supported
Change Orders Supported
Cost-to-Completion Tracking Supported
Invoice Management Supported
Overrun Reporting Supported
Percent-Complete Tracking Supported
Production Cost Tracking Supported
Purchase Order Management Not Supported
Quotes / Estimates Supported
Time Tracking Not Supported
Work Order Management Not Supported

Construction Management Features

Accounting Integration Not Supported
Budget Tracking/Job Costing Not Supported
Change Orders Supported
Commercial Not Supported
Contract Management Supported
Contractors Supported
CRM Not Supported
Equipment Tracking Not Supported
Estimating Not Supported
Incident Reporting Supported
Mobile Access Supported
Offline Access Not Supported
Residential Not Supported
RFI & Submittals Supported
Subcontractor Management Supported
Timesheets Not Supported

Contractor Management Features

Contractor Database Supported
Insurance Tracking Supported
License Tracking Supported
Permit Tracking Supported
Skills & Competencies Not Supported
Task Management Supported
Work Hour Tracking Not Supported

Contract Management Features

Buy Side (Suppliers) Supported
Completion Tracking Supported
Compliance Tracking Supported
Contract Lifecycle Management Not Supported
Electronic Signature Not Supported
Full Text Search Supported
Government Contracts Not Supported
Pre-built Templates Not Supported
Sell Side (Customers) Supported
Specialty Contracts Not Supported
Version Control Supported
Workflow Management Supported

Document Control Features

Archiving & Retention Supported
Automated Routing Supported
Change Management Supported
Compliance Management Supported
Electronic Signature Not Supported
Escalation Management Supported
Periodic Review Supported
Version Control Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Not Supported
Electronic Signature Not Supported
Email Management Not Supported
File Recovery Not Supported
File Type Conversion Not Supported
Forms Management Not Supported
Full Text Search Not Supported
Offline Access Not Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Supported

Team Communication Features

Activity / News Feed Not Supported
Audio Calls Not Supported
Calendar Management Not Supported
Chat / Messaging Supported
Discussion Threads Supported
File Sharing Supported
Mobile Access Supported
Push Notifications Supported
Search Supported
Surveys & Feedback Not Supported
Task Management Supported
Video Conferencing Not Supported

Integrations

Autodesk Build Supported
Gmail Supported
Microsoft Outlook Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Xero Supported

Integrations

Autodesk Build Not Supported
Gmail Not Supported
Microsoft Outlook Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Xero Not Supported
Claim Planyard and update features and information
Claim Planyard and update features and information
Claim TargetDocs and update features and information
Claim TargetDocs and update features and information