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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
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
PayPal
No
Pricing Details
$19.99 per month
Free Trial
No
Free Version
No
Pricing Details
99€/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
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
No
Audit Trail
No
Bid Management
No
Billing & Invoicing
No
Building Product Database
No
Calculators
No
Change Orders
No
Contract Management
No
Cost Database
No
Customer Management
No
Customizable Templates
No
Electrical Estimating
No
HVAC Estimating
No
Historical Database
No
Job Costing
No
Plumbing Estimating
No
Price Data / Price Books
No
Project Management
No
Quote Management
No
Reporting/Analytics
No
Scheduling
No
Subcontractor Management
No
Takeoff
No
What-if Analysis
No
Contractor Management
Contractor Database
No
Insurance Tracking
No
License Tracking
No
Permit Tracking
No
Skills & Competencies
No
Task Management
No
Work Hour Tracking
No
Electrical Estimating
Billing & Invoicing
No
Change Orders
No
Cost Database
No
Project Management
No
Quotes / Proposals
No
Takeoff
No
HVAC Estimating
Billing & Invoicing
No
Commercial/Industrial
No
Cost Database
No
Data Import / Export
No
Equipment Maintenance
No
Financing Management
No
Labor Rates
No
Quotes/Proposals
No
Scheduling
No
Takeoff
No
Plumbing Estimating
Change Orders
No
Commercial / Industrial
No
Cost Database
No
Data Import / Export
No
Fitting Management
No
For General Contractor
No
Overhead Costs Estimating
No
Prebuilt Assembly
No
Quotes / Proposals
No
Takeoff
No
Remodeling Estimating
Cost Database
No
Quote Management
No
Residential Construction Estimating
Bid Management
No
Billing & Invoicing
No
Building Product Database
No
Change Orders
No
Customer Management
No
Project Management
No
Quote Management
No
Scheduling
No
Takeoff
No
Product Features
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
No
