Integrations · Construction
Put an AI employee to work in PlanSwift.
Takeoff and estimating software for contractors. Your AI employee connects to it over PlanSwift's web API, works at the approval level you set, and logs every action it takes.
What an AI employee can do in PlanSwift
- Your estimating agent collects the plans, scope and deadlines for each bid request.
- It follows up with the general contractor on bid questions.
- It records each bid sent and its outcome, so you see your win rate by job type.
An example in PlanSwift
A drywall and framing subcontractor bids work from general contractors. An invite arrives by email with a plan set link. The agent downloads the plans, notes the bid due date and scope, and sets up the job so the estimator can open the Pages in PlanSwift ready for Takeoff. When the estimator finishes, the agent writes a short summary of the quantities by Assembly for the estimator to check. It sends the finished bid only after approval and follows up with the general contractor. The invite, the bid and the result are recorded on the general contractor's account in the CRM.
What stays with your people
Your estimator does the takeoff, sets the numbers and decides which jobs to bid.
The connection
- How it connects
- Over PlanSwift's web API (HTTPS), or an MCP server where one exists. Its key is stored as a secret, scoped to the job, and never written into the AI employee's instructions. Set it up yourself in the Studio, or have us do it.
- What it reads and writes in PlanSwift
- Takeoff, Page, Assembly, Part.
- Approval level
- Off, suggest, draft or autonomous, granted by you task by task. Outbound texts and deletions never pass draft.
- On the record
- Every call it makes to PlanSwift is logged with what it did and when, so a person can pick up where it left off.
Industries that often run PlanSwift
Questions about PlanSwift
- Does the agent do the takeoff for us?
- No. Measuring and pricing stay with your estimator. The agent handles the paperwork and follow-up around the bid.
- Can it keep our assemblies and pricing private?
- Yes. It reads totals to write summaries and does not share your assemblies or unit costs outside your business.
- Will it send bids without us?
- No. Bids wait for your approval before they go out.
