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Account (Customer Portal)

  • Navigate the My Account Portal

License Activation

  • Activate/deactivate licenses (PlanSwift and Plugins)

Create a New Job

  • Bring a new job in to PlanSwift

  • Switch between existing jobs

  • Delete jobs out Of PlanSwift

Edit Pages

  • Rename pages

  • Page Tab

  • Add/Delete Pages

  • Organize pages

Navigate the Workspace

  • Navigate the pages

  • Open pages in new tab

  • undock pages

  • Bookmarks

Tabs and Panels

  • Description of each tab

  • Undock tabs

  • Description of the panels

  • Move/Undock panels

Organize Takeoff

  • Organize takeoff into folders

Scale

  • Auto/Manual Scale

  • Check dimensions

Basic Takeoff

  • Area, Linear, Segment, and Count tools

  • Discuss other takeoff tools available

  • Add new sections Of takeoff

  • Copy/Paste takeoff

  • Edit sections of takeoff

  • Ortho, Snap, Freehand, and Verify Points tools

  • Record mode

  • Arc tool

Annotations

  • Markups

0 Arrows, Box, Pen

  • Highlighter

  • Note

  • Image

  • Annotations o Revisions Clouds, Stamps, Sticky Tabs

  • Overlay

View Tab

  • Show/Hide options

  • Adjustments for labels, dimensions, and notes

Tools Tab

  • Rotate takeoff

  • Pitch tool

  • Triangulate tool

Sharing Job Information

  • Show legend on page  print Options

  • Save as PDF

  • Email Options

  • Zip Swift Job

Study Hall

  • No labels

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