Leads, estimates, schedules, timesheets, and invoices in one system instead of five tools and a spreadsheet.
One record, five stages
The platform
Everything sits on one project record. Approve a timesheet and the project's cost, its margin, and its next invoice all move at the same time. No exports, no re-keying, no month-end reconciliation ritual.
Most teams stitch a CRM to a scheduler to a timesheet tool to an accounting package, then spend every Friday making the numbers agree. Planvio keeps them in one place so they cannot disagree.
Track leads and customers, then build a real cost basis and turn it into a priced proposal without leaving the record.
Break work into tasks and work packages, assign people, set a baseline, and lock it once it is approved.
Progress updates, change orders, variance analysis, risks, and safety records, each routed to the right approver.
Crews and staff log hours against real tasks. Managers approve once, and the hours flow through to cost, payroll, and the customer invoice. Capacity, skills, and allocations stay in the same system as the plan.
Budgets, actual costs, overhead allocation, accounts payable and receivable, margin by project, and invoices that push straight into QuickBooks with the payments coming back the other way.
A lead arrives with its contact, source, and value. Nothing gets retyped later.
Build the cost basis from real rates, add margin, and send a priced proposal.
Turn the accepted quote into tasks and assignments, then approve the baseline.
Track progress, hours, costs, and changes against that baseline as work runs.
Approve the costs, raise the invoice, and let the books reconcile themselves.
A sprint and a site visit are the same shape of problem: scoped work, assigned people, tracked hours, and a client who wants to know where the money went.
Agencies, consultancies, and internal delivery teams running billable work.
Contractors, installers, maintenance, engineering, and facilities operations.
Pricing
Deployed into your own Microsoft tenant. Your data never leaves your environment, and it connects to the Microsoft services you already run.
Custom quote
Scoped to your team size and modules
Microsoft 365 and Power Platform licensing is billed by Microsoft, separately.
Sign up with an email address and start the same day. No Microsoft tenant, no IT department, no installation.
Per user, monthly
Pricing announced at launch
No. Planvio was built to handle the hardest version of project work, which happens to involve crews, site records, and heavy cost tracking. That same structure fits software delivery, consulting, engineering, events, and manufacturing. You switch off the modules you do not need.
For the edition available today, yes. Planvio runs on the Microsoft Power Platform, so each customer needs a Microsoft tenant and Power Platform licensing, which is billed by Microsoft. Planvio Cloud removes that requirement and is in development. Join the waitlist and we will price it for you first.
Yes, in both directions. Estimates, bills, and invoices push from Planvio into QuickBooks, and payment status, vendors, and customers come back. Hours can also be pushed to QuickBooks Time for payroll.
Yes. Access is controlled by a role matrix covering every screen and action, with nineteen role types out of the box and the ability to scope a user to only the projects they are assigned to. You can edit the matrix yourself, and preview the app as any role to check it.
In your own Microsoft Dataverse environment, inside your tenant, under your existing security and compliance settings. We do not hold a copy.
Yes. Projects, contacts, rates, and historical costs can be imported from spreadsheets, Smartsheet, or QuickBooks as part of setup. That import is usually the first thing we do, because a demo on your own data is far more convincing than a demo on ours.
Get started
A live walkthrough, roughly forty minutes. We start by asking how you run projects today, then show the parts of Planvio that replace it.
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