Onboarding Webinars

Session 1: Fundamentals

We will show you how to start & set up a new project, import plans, set up pages, utilize takeoff tools, mark annotations and more!

Register for Session 1

Session 2: Parts & Assemblies

Learn how to use Parts & Assemblies and set standards by creating templates. Parts & Assemblies are the key to building your estimates.

Register for Session 2

Training Videos

PlanSwift YouTube Channel

Still need help? Click here to reach our Training Operations.

Feel free to join any of our webinars (web based demos) for free to learn more about our software and how PlanSwift can help your business. Just choose a Webinar below and then click the link on the date/time that works for your schedule. Check back for more webinars in the future, as we will soon be adding industry specific webinars as well as more advanced training classes.

Our instructor led, live weekly webinars will take you through the basics of what PlanSwift can do. We will show you how to use PlanSwift, including creating advanced Parts and Assemblies. These webinars will enable you to start saving real time and money.

Our webinar series is world renowned and comes highly recommended by all those who have attended. Sign up for a webinar, ask questions, get involved, or just sit back and learn. Either way, we are happy to be able to help you get started off on the right foot using PlanSwift!

3 Hour 1-on-1 Introduction

Intro to 3 hour 1-on-1 Training

Referral Partner Training

Referral Partner Training

Referral Partner Training

Sage Training

Sage 100 – Master Builder