PlanSwift Classroom Training

Get The Most From Your PlanSwift Software!

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888-752-6794 Ext. 6

Available Dates

Jun 21-22 | Jul 12-13 | More Dates Coming Soon

Questions / Sign-up? 888-752-6794 Ext. 6 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 & Dinner Provided

Classroom Training Video Testimonials

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

PlanSwift 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 lunch with the PlanSwift employees here at our headquarters. Thursday dinner will be out with your PlanSwift training staff. Lunch on Friday will also be provided.
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 and Dinner are 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.

[7:00 p.m.] Dinner

PlanSwift will provide dinner at one of many fine dining experiences available in Downtown Salt Lake City.

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.

Dinner with the PlanSwift Team

Enjoy Dinner on PlanSwift with your Trainers at one of many fine restaurants in Salt Lake City!

Following your first day of informative training, attendees are invited to dinner at one of the fine dining experiences available in Salt Lake City. You will get to know your trainers personally over a fantastic meal (provided by PlanSwift).

Dinner Table

Where To Stay

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

Are you ready to signup or do you have questions?

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

Phone: 888-752-6794 Ext. 6
Email: training@planswift.com