Easily Access SimPRO Items and Pre-Builds
The PlanSwift + simPro integration is designed to allow for takeoffs in PlanSwift using simPRO catalog items and pre-builds. After performing the takeoff, you can then send the data from PlanSwift to simPRO as a new or updated quote.
The PlanSwift + simPRO integration allows you to access all of your simPRO Item Catalogs, Pre-Builds, and Favorites. Easily filter through all your simPRO catalog groups and subgroups to simply find what you are looking for. The PlanSwift + simPRO integration remembers your most used items so that you can use them for future takeoffs.
The PlanSwift + simPRO integration allows you to leverage the power of PlanSwift so as to choose whether to do the takeoff by area, linear, segment, or count; for all your simPRO items and pre-builds. All takeoff items include all simPRO data and fields so that they can be shown in your PlanSwift estimate layouts and reports.
After completing your takeoff in PlanSwift you can then send the data to simPRO as either a new or updated quote. The PlanSwift + simPRO integration provides access to all optional fields and dropdowns. Once the quote has been completed, you will now be able to easily view any new or updated quote directly within simPRO
simPRO is a leading operations management solution for service, maintenance and project contractors. Connect the office to the field, deliver exceptional customer service and gain invaluable insights with automated processes, streamlined workflows and in-depth business reporting.
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PlanSwift is an estimating software program that makes takeoffs a breeze. If it’s coloured in, it’s counted! PlanSwift can load scanned plans as well as import directly from .TIF, .PDF, .DXF, .DWF, .DWG, .JPG, and more. PlanSwift can also download plans directly from many online plan rooms.
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