New to PlanSwift
Get comfortable with drawings, scale, areas, lengths and counts. Work through a small scope you can check before moving to a full estimate.
PlanSwift training.
Built around your work.
Learn the parts of PlanSwift that matter to the jobs you price. Practical training for new users, experienced estimators and teams bringing someone new on board.
Start at the right level.
Already taking off
Review how you name items, separate scopes and organise quantities. Focus on the repeated steps that make everyday work slower than it needs to be.
Ready for assemblies
Explore how reusable parts and assemblies connect quantities with materials and labour. Agree the inputs and assumptions before building a wider library.
Bring a job that looks like your work.
A useful session starts with a clear outcome: measure a flooring scope, organise a concrete takeoff, or review an assembly. Bring a suitable digital drawing and explain what a finished result needs to look like. We can then discuss the right scope and pace for your training.
A few useful answers.
Can experienced PlanSwift users get help?
Yes. Training can focus on a specific workflow, reusable assemblies or a task your team wants to improve.
Do we need to buy PlanSwift from you first?
No. We help existing users as well as customers choosing a new system.
How is training scoped?
Tell us your experience level, team size and the tasks you want to cover. We will discuss a suitable scope before arranging the work.
Product references · Checked 22 September 2026
PlanSwift’s published training topics