My 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

• Record mode

• Arc tool

Annotations

• Markups

o    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

• Zip Swift Job

Sharing Job Information

• Show legend on page

• Print Options

• Save as PDF

• Email Options

Study Hall