u/Global_Owl2987

I recently joined a small company where I handle takeoffs(On Planswift) and the owner does estimating in Excel. I suggested using PlanSwift for quote/estimate, but she isn’t familiar with it. I’m interested in learning if it can streamline our workflow.

We work on both commercial and residential projects. Can we create predefined wall assemblies in PlanSwift and use them during takeoff?

Also, what is the recommended workflow. Should we move estimating into PlanSwift, or is continuing with Excel (as we currently do) more efficient?