PlanSwift Classroom Training

Get The Most From Your PlanSwift Software!

Reserve Your Spot Today!

888-752-6794 Ext. 1

COVID-19 and PlanSwift Classroom Training

Thank you for allowing us the privilege of partnering with you as you adopt your new software. We are committed to making sure you get the time and support you need to be successful with your new program.

We have been watching the development of the Covid-19 pandemic very closely with the intention of taking the best possible care of our clients and our team members. At this time, and out of an abundance of caution, we have decided to honor the call for social distancing by indefinitely postponing our live classroom trainings. This includes training in our home facility in Salt Lake City, Utah, remotely at The Woodlands, Texas, Cincinnati, Ohio, and the Roadshow Trainings at all locations, as well as any sessions we have scheduled onsite at your location.

When we again reach a season when travel restriction and social distancing is no longer necessary, we will be in communication with you to reschedule these events.

If you have any questions/concerns, please contact our PlanSwift Director of Customer Success, Travis Allred, at

Thank you for your flexibility and be well!

Upcoming Classroom Training Dates & Locations

We currently have dates scheduled in Salt Lake City, Cincinnati, and Las Vegas.


Salt Lake City, UT : Apr 15-16

Cincinnati, OH : Apr 29-30


Salt Lake City, UT : May 13-14

San Antonio, TX : May 27-28


Dates & Locations Coming Soon

Questions / Sign-up?   888-752-6794 Ext. 1  or   Email

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PlanSwift Training

Fundamental Building Blocks

Basic and Advanced Features

Estimating with Parts & Assemblies

Create & Use Custom Templates

More Valuable Tips & Tricks

Lunch is Provided

Classroom Training Video Testimonials

Classroom Training Testimonial
Classroom Training Testimonial
The PlanSwift training was excellent, wish we’d done it sooner!!!
Mark Antczak

My PlanSwift classroom experience was exceptional! I have been using PlanSwift for a few years now, but have only been using the basic takeoff tools. I wanted to learn how to use the estimating and templates tab and the parts and assemblies to help make estimating easier. This class helped teach me the essential tools needed to fully utilize the program and everything it has to offer! The trainers were very knowledgeable and helped to make sure everyone stayed on the same page throughout the class. This training class helped me to excel in estimating for my company for the future!
Janice Hill

Why should I choose PlanSwift Classroom Training

Classroom Training VideoPlanSwift is the fastest, easiest takeoff and estimating software available in the industry. Our classroom training is two full days of detailed training and Level 1 certification in PlanSwift. you will learn how to do takeoffs; create parts, assemblies, advanced properties, templates, reports and more. We will also go over different plugins that will assist you in customizing your PlanSwift software to work more efficiently with your business. Are you ready to be PlanSwift certified!?

  • Over 15 hours of classroom training with our highly skilled and talented technicians and trainers.
  • Level 1 Certification: You will learn all the skills you need to know to use PlanSwift efficiently and effectively through this new certification course not yet available outside our classroom. When you successfully complete the certification process here, you will receive your certificate at the end of the course. (A $299 value!).
  • You will learn all about PlanSwift’s Fundamental Building Blocks.
  • Dive into both basic and advanced features in PlanSwift including our powerful parts and assemblies.
  • Learn valuable takeoff tips and tricks.
  • Learn how to create and utilize custom templates.
  • Meals: Thursday & Friday lunch will be provided here at our headquarters with the PlanSwift employees.
  • Support: Free 1-on-1 follow up with one of our trainers a couple of weeks after the course to get any additional questions answered.

Classroom Agenda / Schedule

Day 1 – [8:00 a.m. to 4:30 p.m.]*

*Lunch is provided by PlanSwift

[8:00 a.m. to 9:45 a.m.] Welcome & Introduction, Morning Sessions

  • Setting up my account, activating PlanSwift, importing plans to create a new job, scaling and editing pages, takeoff functions, single-click

[9:45 a.m. to 10:00 a.m.] Break

[10:00 a.m. to 11:30 a.m.] Continue Morning Session

[11:30 a.m. to 12:30 p.m.] Lunch

  • PlanSwift will provide a catered in house Lunch.
    Chat with PlanSwift Employees.

[12:30 p.m. to 2:30 p.m.] Estimating, Afternoon Sessions

  • The estimating tab, the many ways to organize the information displayed on the estimating tab, as well as working with parts and assemblies to calculate material and labor costs, the templates tab, the process of building a custom database, and the different ways to back up your library of templates and jobs.

[2:30 p.m. to 2:45 p.m.] Break

[2:45 p.m. to 4:30 p.m.] Afternoon Sessions

  • Continuation of Afternoon Session, gather questions and build an agenda for 2nd half of day two.

Additional Information:

Please bring all of your materials back to class each day.

This agenda is a tentative schedule. We will gladly modify, adapt and / or adjust anything in the schedule as the discussion and needs of the group develop. If we do not cover something that you want to discuss, please bring it to our attention.

Day 2 – [8:00 a.m. to 4:30 p.m.]

*Lunch is provided by PlanSwift

[8:00 a.m. to 9:45 a.m.] Morning Session

  • Recap of Day 1, Questions Answered, Certification, Plugins, Working with the Advanced Tab and Simple Reports.

[9:45 a.m. to 10:00 a.m.] Break

[10:00 a.m. to 11:30 a.m.] Continue Morning Session

[11:30 a.m. to 12:30 p.m.] Lunch

  • PlanSwift will provide a catered in house Lunch. Chat with PlanSwift Employees.

[12:30 p.m. to 2:30 p.m.] Study Hall, Afternoon Session

  • This time will be filled by a “Study Hall” (a time to implement and test some of the things you have learned), small group sessions, as well as working on certification. Note: The instructor(s) will be on hand to help and guide you.

[2:30 p.m. to 2:45 p.m.] Break

[2:45 p.m. to 4:30 p.m.] Continue Afternoon Session

Additional Information:

A Training Representative will contact you at the end of next week to schedule a 1-on-1 follow up with one of our trainers.

Where To Stay

We recommend that you stay in one of these conveniently located hotels near PlanSwift Headquarters or in nearby Salt Lake City.

Country Inn

Phone: (801) 292-8100
Price: Starting at $169.00
Distance: 2.0 Miles
Directions from PlanSwift

Hyatt Place

Phone: (801) 683-4444
Price: Starting at $108
Distance: 6.0 Miles
Directions from PlanSwift

Peery Hotel

Phone: (801) 521-4300
Price: Starting at $77.00
Distance: 13.4 Miles
Directions from PlanSwift

Airport Inn

Phone: (801) 539-0438
Price: Starting at $56.00
Distance: 12.7 Miles
Directions from PlanSwift

Ready to signup for training or have questions?

Call today to make a reservation or chat with one of our Sales/Training Representatives.

Phone: 888-752-6794 Ext. 1

Already signed up and have questions?

Call and chat with one of our Training Representatives.

Phone: 888-752-6794 Ext. 4