Data export available on request
"Require us (if possible) to transfer your Personal Data to another controller (i.e., data portability);"
Confidence: high
Source
PlanSwift
by PlanSwift Software
Last updated Mar 29, 2026 · 2 revisions
Widely adopted takeoff and estimating platform with advanced HVAC ductwork tracing, material/labor calculations, and construction estimating tools.
Media
www.planswift.com
About This Product
Widely adopted takeoff and estimating software for construction. For HVAC, it traces complex ductwork layouts, calculates lengths including turns and angles, and adds extras like dampers and insulation. Supports digital plan analysis from PDF, image, and CAD formats. Used by mechanical and sheet metal contractors.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Not available
- Free trial
- Yes
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
Trust & Privacy
Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.
Data deletion honored on request
"Request deletion of your Personal Data;"
Confidence: high
Source
Primary policy document: https://planswift.com/privacy-policy
FSH Score Breakdown
Ease of Use 6.5
Features 7.2
Support 6.0
Value 6.0
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
58 features confirmed across
13categories· Showing confirmed capabilities only
Estimating & Quoting22features
Automatic ScalingPage scale display in bottom left cornerBill Of Materials GenerationGenerate precise material lists for HVAC assembliesDrag and Drop Parts and AssembliesDrag and drop parts and assembliesDrawing Version ComparisonPlan version comparison to detect changesLabor and Material Cost CalculationAutomatic labor calculationLinear Takeoff MeasurementLinear takeoff measurementQuick Assembly Tools for Lighting Fixtures, Receptacles, and SwitchesSymbol counting for repetitive itemsRoom Volume Calculation for Heating and CoolingDerive volume of rooms for heating and cooling
Show 14 more
Material Quantity DeterminationQuantity takeoffMulti-Estimator CollaborationReal-time sharing of takeoffs and estimates with team membersCustomizable Labor and Material DatabaseCustomizable assemblies with material and labor costingLinear Takeoff for A/C Line SetsLinear takeoff for A/C line setsOne-Click Area MeasurementOne-click area measurementDigital Plan MarkupDuctwork Layout Tracing with Length CalculationSave Assemblies for Future UseExcel Generator with Customizable Bid Summaries and ReportsTakeoffs by Area, Linear, Segment, or CountReal-Time TakeoffReal-time sharing of takeoffs and estimatesBlueprint Upload And AnalysisDigital plan markup and measurement65,000+ Intelligent Electrical SymbolsSymbol counting for repetitive itemsTakeoff Management
Platform & Customization12features
Blueprint Markup And AnnotationView, measure, and markup plans on screenChange and Revision TrackingChange and revision trackingCustom TemplatesCustomizable templatesExcel and Google Sheets IntegrationLive integration to ExcelDocument ManagementDocument managementAPI Automation for ProcessesSide-by-Side Version InstallationTrade-Specific Customization PluginsPlugins for trade-specific customization
Show 4 more
Team CollaborationSwiftShare and Free Viewer Mode for team collaborationDrag And Drop Form BuilderDrag-and-drop interfaceImport from Access, Excel, or Delimited FilesThird-Party IntegrationQuickBooks Integration Plugin
Compliance & Safety5features
Airflow CalculationsArea, length, and volume calculationHeating/Cooling Output CalculationRoom volume calculation for heating and coolingDesign Load CalculationDuct DesignTrace complex ductwork layouts including turns and anglesAutomatic High Efficiency Calculations for Condensing SystemsAutomatic quantity calculations
Mobile & Field Tools3features
Digital FormsAnnotationsCustomizable Forms and ContractsCustomizable formulas and templatesField SketchingView, measure, and markup plans
Training & Education3features
In-App Video TutorialsBlueprint & Drawing ReadingPDF, DWG, and scanned plan supportOn-Demand Video LibraryIn-application video tutorials
Scheduling & Dispatch2features
Project ManagementProject managementEmail & Calendar SyncReal-time collaboration
Reporting & Analytics2features
ReportingBuilt-in reportingData Export for Graphing in ExcelExport data to Excel
Technician Management2features
Internal Employee CommunicationIn-application communication tabTraining CoursesIn-application video tutorials
Accounting Integration2features
Job CostingAllocation Formulas and Rules Engine
AI & Automation2features
Automation RulesScriptingAI Takeoff AutomationTrade-specific takeoff tools
Invoicing & Payments1feature
Price BookCost Database
Customer Communication1feature
Client PortalSwiftShare collaboration
Inventory Management1feature
Bill Of Materials
Integrations 8 across 5 categories
Industry-Specific 4
ConstructBuy
ConstructConnect Bid Center
Electrical Bid Manager
Red Rhino
Accounting 1
JobView
Field Service 1
simPRO
Simpro
Productivity 1
Microsoft Excel
Microsoft Excel
Data & Automation 1
zzBots
zzBots
Pricing
Custom high confidence
| Tier | Monthly | Annual | Unit |
|---|---|---|---|
| PlanSwift Professional Annual subscription includes support, software updates, and 2 hours of training. | -- | $166.67/mo | flat |
- Minimum contract
- 12 months
- Free trial
- 14 days
Related Products 1 across 1 category
Alternatives & Competitors
STACK Takeoff & Estimating
Evidence-backed
Good
STACK Construction Technologies Strong match
Why these are related — sources 5
- gartner
“We actually tried switching to STACK and it had a lot of really good modern features, but it just lacked the powerful and in-depth tools that PlanSwift has.”
- reddit
“I have tried builder trend, construct connect online, stack, procore estimating and they all suck compared to the power of plan swift.”
- constructionbids.ai
“STACK is a common pick for small/mid contractors wanting cloud access and easy setup; PlanSwift suits solo estimators preferring a perpetual license.”
- downtobid.com
“Each alternative above addresses certain PlanSwift pain points – whether it’s Bluebeam’s collaborative markups, STACK’s cloud convenience, or eTakeoff’s advanced features for Sage users.”
- bidicontracting.com
“Cloud-based alternatives like STACK and Bluebeam offer the stability and team access that PlanSwift lacks”