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Description
Craft design proposals that resonate with the typical prospective client by structuring your document into well-defined sections and categories, creating a narrative that aligns with their project vision. Many clients often require guidance when selecting fixtures, so incorporating Allowance Items can help present a comprehensive estimate. It's important to remember that not every proposal is accepted on the first attempt; therefore, utilizing the addendum feature allows you to amend estimates and clearly delineate any revisions from the original proposal. When a project is confirmed, the likelihood of needing adjustments increases, and that's where Change Orders come in, enabling you to document additional work and formalize agreements in writing for both you and your client. A structured payment plan is typically essential for most projects; by leveraging the payment terms form, you can effortlessly create, modify, and save payment structures tailored to each project. If you frequently find yourself working on similar jobs, utilizing templates can significantly streamline the estimate writing process, saving you time and effort. With such a variety of tools at your disposal, the possibilities for enhancing your proposals are truly limitless!
Description
PlanerPRO is a cloud-based software solution that enables users to determine whether their projects are profitable or not during the execution phase, rather than waiting until after completion.
Typically, small businesses that manage projects individually rely on spreadsheets to monitor expenses, which involves dividing the budget into various line items and often results in delayed and incomplete financial data.
PlanerPRO allows for a detailed comparison of estimated versus actual costs on a per-item basis, highlighting any overruns instead of merely presenting an overall project total.
The software facilitates team members in reporting their hours and materials used directly from their mobile devices, with costs automatically assigned to the relevant project, while timelines and progress are visually organized using Gantt charts.
It is important to note that PlanerPRO is neither an ERP system nor traditional accounting software, as it does not generate invoices or manage your financial records, which means no complicated migrations or implementation processes are necessary.
This tool operates in conjunction with your existing systems, providing seamless integration and ease of use.
Designed specifically for businesses with 12 to 60 employees in sectors such as metal fabrication, industrial installation, marine repair, and engineering, it caters to the unique needs of these industries.
Created by Innovadb in Vigo, Spain, with over 25 years of experience in the field, PlanerPRO is available starting at just 99 euros per month, making it an accessible option for growing companies.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
PayPal
Pricing Details
$19.99 per month
Free Trial
Free Version
Pricing Details
99€/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
EZcontractPRO.com
Founded
2018
Country
United States
Website
www.ezcontractpro.com
Vendor Details
Company Name
Innovadb
Founded
2010
Country
Spain
Website
planerpro.es/
Product Features
Construction Estimating
Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis
Contractor Management
Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking
Electrical Estimating
Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff
HVAC Estimating
Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff
Plumbing Estimating
Change Orders
Commercial / Industrial
Cost Database
Data Import / Export
Fitting Management
For General Contractor
Overhead Costs Estimating
Prebuilt Assembly
Quotes / Proposals
Takeoff
Remodeling Estimating
Cost Database
Quote Management
Residential Construction Estimating
Bid Management
Billing & Invoicing
Building Product Database
Change Orders
Customer Management
Project Management
Quote Management
Scheduling
Takeoff
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies