Onboarding Training
Free Training Sessions
Join a free live webinar and learn PlanSwift from scratch, or go deeper on advanced features. No cost, and no signup beyond picking a session.
Training Sessions
What Training Covers
The webinar topics, grouped by where you are today. Move up a column as your team gets faster.
Getting Started
- Set up your account
- Import plans
- Scale a job
- Run your first takeoff
Core Skills
- Parts and assemblies
- Custom templates
- Takeoff efficiency tips
- Simple reports
Live Schedule
Upcoming Live Sessions
Free daily webinars across U.S. time zones. Spanish-language sessions are marked. Pick a time and join.
No upcoming webinars at this time.
Check back soon.
Date & Time
Session
Level
English
All subscription customers also get unlimited access to the free PlanSwift Fundamentals Webinar. Training hours expire 365 days after purchase and don’t roll over; each annual renewal grants a new set of hours.
More Ways to Learn
Personalized 1-on-1 Training
Book a session focused entirely on your jobs and your workflow.
Book My Session2-day Classroom Training
Hands-on in-person training with a Level 1 certificate.
See Classroom TrainingOnline Help Center
Searchable user guides, FAQs, and detailed product information.
Visit Online Help Center