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 7.0
Support 6.0
Value 6.0
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
66 features confirmed across
14categories· Showing confirmed capabilities only
Estimating & Quoting31features
Quoting & EstimatesEstimating TabDigital TakeoffView, measure, and markup plans right on your computer screenAssembly BuilderDrag & Drop assembliesRoom Volume Calculation for Heating and Cooling65,000+ Intelligent Electrical SymbolsAutomatic ScalingBill Of Materials GenerationDigital Plan Markup
Show 23 more
Drag and Drop Parts and AssembliesDrawing Version ComparisonDuctwork Layout Tracing with Length CalculationLabor and Material Cost CalculationLinear Takeoff for A/C Line SetsLinear Takeoff MeasurementMulti-Estimator CollaborationOne-Click Area MeasurementQuick Assembly Tools for Lighting Fixtures, Receptacles, and SwitchesReal-Time TakeoffSave Assemblies for Future UseChange OrdersTracks all change orders submitted across projectsExcel Generator with Customizable Bid Summaries and ReportsTakeoffs by Area, Linear, Segment, or Count3D Building and Infrastructure DesignBid Capture and ManagementCreate and Store All Design Plans ElectronicallyCustomizable Labor and Material DatabaseDrawing Board Integration for Floor Plans and DuctworkEnhanced Assembly CustomizationParts and Assembly LibraryProject Cost EstimationTakeoff Management
Platform & Customization14features
Custom TemplatesCustomizable templatesData ExportExcel exportAPI Automation for ProcessesBlueprint Markup And AnnotationChange and Revision TrackingExcel and Google Sheets IntegrationSide-by-Side Version InstallationData ImportData migration workflow for jobs, settings, and databases
Show 6 more
Document ManagementStore, manage, and track all electronic documents in a centralized locationImport from Access, Excel, or Delimited FilesThird-Party IntegrationQuickBooks Integration PluginCentralized Data and DocumentsTeam CollaborationTrade-Specific Customization Plugins
Compliance & Safety3features
Design Load CalculationHeating/Cooling Output CalculationDuct DesignTrace complex ductwork layouts including turns and angles
Inventory Management2features
Bill Of MaterialsParts Database
Reporting & Analytics2features
ReportingCustomizable bill of materials generationData Export for Graphing in Excel
Mobile & Field Tools2features
Field SketchingView, measure, and markup plansDigital FormsReal-time annotation
Technician Management2features
Internal Employee CommunicationIn-application communication tabTraining CoursesIn-application video tutorials
Accounting Integration2features
Job CostingEstimate project costs based on groups of items and proceduresAllocation Formulas and Rules Engine
AI & Automation2features
Automation RulesScriptingAI Takeoff Automation
Training & Education2features
In-App Video TutorialsBlueprint & Drawing ReadingPDF, DWG, and scanned plan support
Scheduling & Dispatch1feature
Email & Calendar SyncReal-time collaboration
Invoicing & Payments1feature
Price BookCustom pricing formulas
Customer Communication1feature
Client PortalSwiftShare collaboration
Equipment & Asset Management1feature
Parts Cross ReferenceAccess to a library of manufacturing parts, models, and specs
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
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