PlanSwift Estimating & Takeoff for Beginners

PlanSwift is one of the most powerful and popular estimating & takeoff systems in the world, but many users are left to fend for themselves in figuring out how to use it. Do you, or your staff, struggle with finding the right tools and streamlining your takeoff processes in PlanSwift? Do you know that there are better, faster tools you should be using but you’re just not sure where they are or how to use them? ZenTek Consultants is here to help! As a premiere PlanSwift partner, we can help you get the efficiency and accuracy out of your PlanSwift software that you’ve always wanted.

This eight (8) hour course is delivered in four (4), two-hour long sessions that students can attend online, right from their own desk. A live instructor will explain the detailed functions, and address questions as the class progresses.


NOTE: Class will be presented using PlanSwift Pro Version 10, and that version is recommended for all students.


Must attend all four sessions. Cost is per person.


Course Curriculum


Session 1 – PlanSwift Basics

  • Understanding the User Interface

  • Project Setup & Control

  • Scale & Dimension of Files

  • Working with Page Controls


Session 2 – Takeoff Tools

  • Understanding Selection Controls

  • Using Area Takeoff Tools

  • Using Linear Takeoff Tools

  • Using Count Takeoff Tools

  • Working with Annotations


Session 3 – Detailed Takeoff Tools

  • Using Grid-Based Takeoffs

  • Working with Depths and Wall Areas

  • Using Auto Count Tools

  • Using Single-Click Selections


Session 4 – Advanced Takeoff Tools

  • Editing Takeoff Objects

  • Working with Disconnected Areas

  • Creating and Editing Links

  • Transferring Data to Other Programs

  • Understanding Takeoff Item Properties

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We also offer this training for individual firms who want to arrange a group session at a time that's convenient for them. Group rates are available. Contact us to schedule a group session.

ZenTek, LLC is approved by the New Jersey State Board of Professional Engineers and Land Surveyors to offer CPC (also known as CEC/PDH depending on your state) credits for PlanSwift training courses. 

Online Training Cancellation Policy

Registration may be modified or cancelled at no charge up to 24 hours prior to the start of class. Cancellations made less than 24 hours before the start of class will result in a cancellation fee of 50% of the quoted tuition. No refunds will be given once a class has begun. ZenTek reserves the right to cancel or reschedule a course for any reason.

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