🇬🇧 How to submit a Valuation as a Subcontractor

This video explains how to submit a valuation as a subcontractor in Planyard.

You don’t need a Planyard login to complete your valuation. Simply follow the link provided by the main contractor, enter your valuation details, and submit it for review.

Watch the video below for step-by-step instructions.

Summary

Subcontractors submit monthly valuations through a secure email link sent by the contractor. No login or account is required.

The valuation form opens in the browser and shows:

• The contracted schedule of values
• Previous payments
• Remaining contract balance

You enter progress as a percentage, units, or financial value. All amounts must exclude VAT. Totals update automatically.

You can also add approved variations directly in the valuation.

After submission:

• The contractor reviews the valuation
• You receive an email confirmation
• Once approved, you receive the approved valuation showing invoice value, retention, and variations

To complete the process, you must:

• Use the invoice submission link in the approval email
• Upload your sales invoice
• Ensure the net invoice amount exactly matches the approved valuation

If the totals do not match, the invoice may be rejected and payment delayed.