This guide will teach you how to use the tools and features found within PlanSwift® Takeoff and Estimating Software. All users must agree to accept and abide by the End User License Agreement, which can be found at This guide is not meant to be a step-by-step “walk through” document, although it can be used as a reference for getting the work done.

This guide consists of four sections. The first section is Key Features, which covers managing jobs and pages, creating takeoffs and annotations, using shortcuts and hotkeys, and integrating with Excel. The second section is Customizing PlanSwift, which covers using templates, parts, and assemblies, estimating, creating reports, installing plugins, and using some of the advanced features.

Download the user manual here

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