Classroom Training
Learn PlanSwift in two days — with expert trainers, in person
A two-day, hands-on session with a live trainer, covering everything from your first takeoff to building your own templates, assemblies, and reports.
Multiple US cities each year
Limited to 20 seats per session
Taught by PlanSwift product specialists
Open to all skill levels
Upcoming Locations
Find a session near you
Registration closes two weeks before each session and seats are limited to 20. Sessions 1 and 2 at each location cover the same content — register for one, not both.
AGENDA
What You'll Learn
A working agenda — not a rigid lecture. Day 2 builds on Day 1, with Study Hall and small-group time so the room goes where attendees need it.
DAY ONE
Foundations and Takeoff
- Navigate the MyAccount portal and activate your license
- Create a new job and import plan pages
- Rename, organize, and work with the Page Tab
- Area, Linear, Segment, and Count takeoff tools
- Annotations and plan markups
- Edit and manage takeoff items
- Intro to the Estimating Tab — layouts, columns, folders
DAY TWO
Estimating and Advanced
- Q&A from Day 1
- Estimating layouts — expand, collapse, export to Excel
- Build-as-you-go Parts — adding materials and costs
- Templates — save assemblies, build custom templates, export for your team
- Reports — layouts, customizing, adding your logo, print/export
- Backup & Share — Export Tab, data storage location, Export Plugin Package
- Study Hall — open work time with your trainer
TRAINING DETAILS
What you get
Pricing is per seat — sold through your Customer Success Manager, not online checkout.
Standard Seat
$1,595
per person
A single seat in any open session.
Multi-seat / early bird
$1,495
per person
Per seat when your company books 2 or more.
What's included
- Two full days of instruction — 8:30am to 4:30pm each day
- A dedicated workstation — no laptop required
- Lunch and snacks both days
- Live Q&A with your trainer
- Real hands-on time with your own jobs
- A small group — 20 attendees maximum
What's not
- Travel, lodging, and meals outside of training hours
- No certificate of completion is issued
- No same-day walk-ins accepted
Meet Your Trainers
Every session is led by a PlanSwift product specialist, including bilingual training in English and Spanish.
Has trained over 5,000 estimators across the US, online and in person. Passionate about helping estimators customize PlanSwift for their business.
Construction knowledge paired with teaching experience. Helps customers personalize PlanSwift to their specific requirements.
A former mathematics teacher dedicated to finding new solutions that make clients successful — with bilingual support for Spanish-speaking customers.
Bilingual — English & Spanish
A former teacher and expert at identifying the key information that helps clients get the most from their PlanSwift experience.
Three years at ConstructConnect, with an extensive background training in financial services and professional environments.
Other ways to learn
Not ready for classroom training?
Classroom training is the deepest option, but it's not the only one. Every PlanSwift subscription includes free ways to get better.
Free Training Webinar
A weekly 2-hour live webinar over Zoom. Small group, free with your subscription.
See Webinars
Personalized Training
One-on-one virtual sessions with a PlanSwift trainer, built around your workflow.
Book a Session
Online Help Center
The full written user guide, how-to videos, and KB articles — available 24/7.
Visit Online Help CenterFAQ
Questions about classroom training
No. A dedicated workstation is provided for every registered attendee. Just bring yourself.
Each session is limited to 20 attendees. Once it is full, the session closes — no additional seats can be added.
No. Each attendee must register and purchase their own seat. We don't supply additional workstations for unregistered guests.
You must request to reschedule at least 14 days before your session by emailing training-ops@constructconnect.com. Requests received less than 14 days out may be denied. No-shows are not refundable.
Yes. Session 2 at each location is a repeat of Session 1 — register for whichever date works for your schedule, not both.
If ConstructConnect cancels a session, you can reschedule to another location, retain a training credit, transfer to virtual training, or receive a full refund.
Yes. Companies purchasing 2 or more seats receive the multi-seat rate of $1,495 per seat. Contact your Customer Success Manager or call 866-627-6246.
Yes, for PlanSwift customers with an active maintenance subscription. On-site training is a minimum of 2 days at $10,000, plus trainer travel expenses. Contact your CSM to initiate the process.
Reserve Your Spot
Ready to master PlanSwift in two days?
Fill out the form and a PlanSwift training representative will contact you to confirm your seat and process payment.
Prefer to Call?
- 866-627-6246
Monday–Friday, 8 a.m. - 6 p.m. ET
Or email
Submitting this form is an inquiry, not a guaranteed seat. Your rep confirms availability and processes payment before your spot is held.