Planyard vs. WorkflowMax Comparison


Planyard	WorkflowMax Xero	+	+
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		Related Products KonstructIQ KonstructIQ is an AI-powered construction and financial platform designed for residential general contractors, remodeling firms, and home builders. It consolidates the full project lifecycle, from fast, professional estimates to budgeting, invoicing, payments, change-order management, cost tracking, subcontractor coordination, and real-time reporting, into a single interface. Its estimating module enables contractors to build detailed bids quickly, using customizable cost codes, markup or margin calculations, and either cost-plus or fixed-price models. Once an estimate is approved, it becomes the project budget; every subsequent bill, invoice, or change order automatically updates the budget so contractors maintain accurate job costing and profitability oversight. Payments to subcontractors or suppliers are built in, and support methods like ACH, checks, debit/credit cards, virtual cards, or Zelle, and invoices can be paid directly by clients through a portal to speed up cash flow. 7 Ratings Visit Website WERX 30 DAY FREE TRIAL! No credit card required. Plans as low as $49/m. Professional construction management software designed for all size contractors, Werx streamlines your business with flexible estimates, AIA-Style billing, QuickBooks integration, and real-time labor tracking. Get paid faster with online payments via Stripe. Werx empowers contractors to save time, stay organized, and boost profitability. Manage projects, track time in the field, and send professional invoices all in one platform. Perfect for general contractors, electricians, plumbers, and more. Simplify your operations with the software that works as hard as you do—without breaking the bank. It just WERX! 35 Ratings Visit Website Bidtracer Bidtracer has been built specifically for the MEP/BAC industry for both construction and service side including but not limited to CRM, Bid Management, Invitation to Bid, BAC Estimating, BAC Engineering, Project Management, Service Agreement, Service Work Orders, Service Repair, Service Projects all built natively in the cloud. Estimating/engineering established live pricing with numerous manufacturers such as JCI, Distech Controls, ABB, Carrier, ALC and many peripheral distributors such as Kele, Alps, Belimo, Siral, Bray. If you haven’t imported it yet, we can import it multiple times throughout the year. Our system caters to businesses of all sizes and accommodates users from various roles such as: estimators, engineers, PMs, sales, executive, and field workers. It includes rich reporting features with customizable reports, charts, and graphs to enable companies to analyze their data in real-time. 39 Ratings Visit Website Buildxact Buildxact is an easy-to-use construction management and estimating platform built for residential builders and remodelers. From takeoffs to quoting to scheduling, streamline your entire workflow in one cloud-based tool. Now featuring Blu, your AI-powered digital assistant trained on real residential projects. Blu helps you quote faster, avoid errors, and work hands-free using natural language. 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Advanced features include Item Masters for saving entire bid items for easy reuse, importing DOT job bid items, the Trench Profiler for quick and accurate underground utility material takeoffs, and Material/Subcontractor Comparison sheets for quick and effortless importing and analyzing vendor pricing. Summary Sheet to easily see cost and apply markup by % or $ amount; our SharpeSoft Estimator has a robust rounding sheet to close out your bid, automatically re-allocate money, or move money where you want. The Estimator offers imports and exports and reports on demand. 48 Ratings Visit Website Premier Construction Software Premier Construction Software is a global, AI-powered construction ERP that helps growing general contractors control job costs, cash flow, and risk across every project in one easy-to-use cloud platform. Replace disconnected accounting, project management, and field tools with a single source of truth for WIP, change orders, and forecasting, so your team can shorten billing cycles and keep margins on track. How we're different: • Built for general contractors, owners, and land developers managing multi-project, multi-entity portfolios. • Advanced construction accounting with detailed job costing, real-time WIP reporting, and cash-flow forecasting to spot issues before they hit the P&L. • Project and field management with RFIs, subcontracts, drawings, and change orders tied directly to the budget and schedule. • Automated billing, approvals, and payroll to reduce manual entry and speed up collections. • Unlimited entities, consolidated reporting, and role-based dashboards. 408 Ratings Visit Website P3Source Crafted by industry-savvy print experts, P3Source uses the latest SaaS technology, to automate the conventional 'Bid and Buy' RFQ process commonly used in the Printing and Marketing Services Industry. P3Source acts as a project management and collaboration hub, where users manage dozens of simultaneous projects, bringing together all the details, files, approvals, notes, and historical data in one easy-to-search place. It archives completed projects for future access and detailed reporting. The P3Source web Customer and Supplier portals tie together the entire supply chain. Customers submit requests, upload production files and approve projects. Suppliers submit quotes, accept orders, exchange files, post shipments and present invoices. This streamlined approach ensures quick, hassle-free transactions for all parties. Celebrate the future of print management with P3Source - easy, efficient, and made with you in mind. 16 Ratings Visit Website STACK Bid Faster, Win More, and Build Smarter with STACK Takeoff & Estimate and STACK Build & Operate. From office to field, STACK speeds up your processes so you can stay competitive and eliminate uncertainty. Save time with STACK's powerful, time-saving AI features. Accelerated by AI. Driven by You. Features: - Fast, Accurate Takeoffs Powered by AI and Your Expertise - Regional Cost Data & Detailed Estimates - Streamlined Workflows & Document Control Create a free account or schedule a demo today! 1,496 Ratings Visit Website InEight InEight offers integrated project controls software built for capital construction. The modular platform supports flexible implementation and scales from large, complex projects to billion-dollar capital project portfolios. Purpose-built applications manage every project phase, from pre-planning to predictable execution and completion. By connecting cost, schedule, contracts, and project information in one platform, teams gain real-time visibility and advanced analytics to make smarter decisions. Used in more than 60 countries to manage over $1 trillion in projects, InEight supports industries including mining, nuclear, power and renewables, transportation, water, and oil, gas, and chemical. With InEight, teams improve project delivery, modernize operations, standardize best practices, manage budgets and forecasts, control scope changes, strengthen collaboration, and keep even the most complex capital projects on track. 168 Ratings Visit Website Lawmatics Create a repeatable process you can set and forget with Lawmatics law office intake form templates. Spend time on the most valuable tasks and let your legal CRM handle your client intake and marketing efforts. Our CRM for lawyers enables you to not only connect with new clients, but re-engage with your collected database of past clients with law firm documentation automation. Keep your firm at arm’s reach for them when a new opportunity arises. 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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 If you're looking for a feature-packed yet affordable solution to help you supercharge project profitability, choose WorkflowMax. A cloud-based online workflow and job management product by Xero, WorkflowMax offers a comprehensive set of features loved by more than 10,000 businesses. These include quoting, time tracking, streamlined invoicing, job management, and insights and reporting. WorkflowMax is suitable for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time.
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 Supported iPad Supported Android Not Supported Chromebook Not Supported
Audience General contractors looking for a software solution to manage their budgets and subcontractors	Audience Creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants & anyone else who bills by time.
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $20 per month Free Version Supported Free Trial Supported	Pricing $33/month Free Version Not 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 Read all reviews	Reviews/Ratings Overall 4.5 / 5 ease 5.0 / 5 features 4.5 / 5 design 4.5 / 5 support 4.5 / 5 Read all reviews
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.	Pros & Cons from Real Users Pros The software is very easy to use as well as the integrations to the Xero billing simple make the process from start to finish seamless. It offers intuitive and flawless management to maximize efficiency. Easy to use. Very productively integrates with business intelligence. Document management. Time tracking integration. Cons The software could use a bit of an upgrade on the timeline features for overall project management dashboard. It worked great for me. Nothing to share about cons.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information Planyard Founded: 2018 Estonia planyard.com	Company Information Xero Founded: 2007 New Zealand www.workflowmax.com
Alternatives Bauwise	Alternatives Scoro
BuildrLink	JGID
KonstructIQ	Zigaflow
Plexxis Software	BigTime BigTime Software
Flashtract View All	Cyanic Job Book Cyanic Automation View All
Categories Construction Accounting Supported Construction Bid Management Supported Construction Management Supported Contractor Management Supported Job Costing Supported RFQ Supported	Categories Architecture Supported Billing and Invoicing Supported Construction Management Supported Job Costing Supported Legal Time Tracking Supported Project Management Supported Proposal Management Supported Quoting Supported Subcontractor Supported Time and Expense Supported Time Tracking Supported Workflow Management Supported
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 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 Show More Features 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 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 Management Features Accounting Integration Not Supported Budget Tracking/Job Costing Supported Change Orders Not Supported Commercial Not Supported Contract Management Supported Contractors Supported CRM Supported Equipment Tracking Supported Estimating Not Supported Incident Reporting Not Supported Mobile Access Supported Offline Access Supported Residential Not Supported RFI & Submittals Not Supported Subcontractor Management Not Supported Timesheets Supported Job Costing Features Bills of Material Supported Budgeting & Forecasting Not Supported Change Orders Not Supported Cost-to-Completion Tracking Not Supported Invoice Management Supported Overrun Reporting Not Supported Percent-Complete Tracking Supported Production Cost Tracking Supported Purchase Order Management Supported Quotes / Estimates Supported Time Tracking Supported Work Order Management Not Supported Show More Features Architecture Features 2D Drawing Not Supported 3D Modeling Not Supported Bills of material Supported BIM Modeling Not Supported Building Information Modeling Supported Client Management Supported Contact Management Supported Contract Management Supported Document Management Supported Drafting Not Supported Manufacturing Design Data Not Supported Presentation Tools Supported Project Management Supported Proposal Management Supported Quotes/Proposals Supported Visualization / Presentation Not Supported Billing and Invoicing Features Billing Portal Supported Contact Database Supported Contingency Billing Not Supported Customer Portal Supported Customizable Invoices Supported Dunning Management Supported Hourly Billing Supported Invoice History Supported Mobile Payments Not Supported Multi-Currency Supported Online Invoicing Supported Online Payments Not Supported Payment Processing Supported Project Billing Supported Recurring/Subscription Billing Not Supported Service Ticket Billing Not Supported Tax Calculator Supported Project Management Features Agile Methodologies Supported Budget Management Supported Client Portal Supported Collaboration Tools Supported Cost-to-Completion Tracking Supported Customizable Templates Supported Gantt Charts Supported Idea Management Supported Kanban Board Supported Milestone Tracking Supported Portfolio Management Not Supported Resource Management Supported Time & Expense Tracking Supported Traditional Methodologies Supported Proposal Management Features Automatic Formatting Not Supported Calendar Management Supported Collaboration Supported Contact Management Supported Content Repository Not Supported Document Management Supported Electronic Signature Not Supported Knowledge Library Not Supported Pipeline Management Not Supported Requirements Management Not Supported Revision Management Not Supported RFP Management Not Supported Task Management Supported Templates Supported Version Control Not Supported Quoting Features Automated Quoting Supported Catalog Management Supported Client Portal Supported Contact Management Supported Customer Accounts Supported Customizable Branding Supported Discount Management Supported Forms Creation Not Supported Pricing Management Not Supported Product Configurator Not Supported Proposal Management Supported Time Tracking Features Automatic Time Capture Supported Billable & Non-Billable Hours Supported Billing & Invoicing Supported Employee Database Supported Expense Tracking Supported Mobile Time Tracking Supported Multiple Billing Rates Supported Offline Time Tracking Not Supported Online Time Tracking Supported Overtime Calculation Not Supported Time per Project Reporting Supported Timesheet Management Supported Vacation / Leave Tracking Not Supported Time and Expense Features Activity Tracking Supported Billable Hours Tracking Supported Billing Rate Management Supported Expense Tracking Supported Invoice Processing Supported Multiple Billing Rates Supported Project Tracking Supported Reimbursement Management Not Supported Time Tracking by Client Supported Time Tracking by Project Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Not Supported Business Process Automation Supported Calendar Management Supported Compliance Tracking Supported Configurable Workflow Not Supported Customizable Dashboard Supported Document Management Supported Forms Management Not Supported Graphical Workflow Editor Not Supported Mobile Access Supported No-Code Not Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported
Integrations Xero Supported Acterys Not Supported Box Not Supported Deputy Not Supported Dropbox Not Supported Freshdesk Not Supported Freshservice Not Supported G-Accon Not Supported HubSpot CRM Not Supported HubSpot Marketing Hub Not Supported Lyftrondata Not Supported Microsoft Outlook Supported Oncord Not Supported Peaka Not Supported QuickBooks Online Supported Rippling Not Supported Salesforce Not Supported Shift Not Supported StarfishETL Not Supported TheHouseMonk Not Supported Show More Integrations View All 7 Integrations	Integrations Xero Supported Acterys Supported Box Supported Deputy Supported Dropbox Supported Freshdesk Supported Freshservice Supported G-Accon Supported HubSpot CRM Supported HubSpot Marketing Hub Supported Lyftrondata Supported Microsoft Outlook Not Supported Oncord Supported Peaka Supported QuickBooks Online Not Supported Rippling Supported Salesforce Supported Shift Supported StarfishETL Supported TheHouseMonk Supported Show More Integrations View All 32 Integrations
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