- Knowledge Base
- Financials
- QuickBooks Desktop Integration (Socket)
Connecting to PlanSwift
OBJECTIVE
Add a plugin to PlanSwift that will create ConstructionOnline Estimates directly from a Planswift Takeoff
BACKGROUND
PlanSwift is one of the most popular digital takeoff software packages available on the market today. With PlanSwift, you can generate takeoffs, or material lists, directly from a .pdf set of plans and send that list directly to ConstructionOnline - now at the click of button!
THINGS TO CONSIDER
- PlanSwift must be installed on the same computer as Socket
- PlanSwift items must have a Division assigned
- You must have an internet connection - This is a Direct Connection!
STEPS TO CREATE A PLANSWIFT PLUGIN
- Open Socket and log in to your account.
- Click on the File Menu.
- Select "Install PlanSwift Plugin".
- Select Yes to prompt asking for permission to make changes on the computer.
- Restart PlanSwift to find the new button in the Estimating tab.
HAVE MORE QUESTIONS?
We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.