PlanSwift, by ConstructConnect vs. QuickBooks Commerce

I use PlanSwift for all my projects - it has just cut my time by a major percentage when it comes to quantifying a blueprint. At times there are funky areas, which are just hard to calculate on paper. It also has a great tool for scaling according to the dimensions, so if a drawing is missing a scale, you can always allot a scale by giving directions and then marking the points. I use this tool to check the scale as well - sometimes the drawings say something but the scale if off and you are left with an incorrect take-off. The dimension tool is a good way to check that. We don't use it much for pricing purposes though, we have found other software which are more robust when it comes to estimation, but we can see using PlanSwift for pricing sometime in the future.

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Using TradeGecko requires to the company to make compromises. Which compromises depends on the business, what they are using for other 3rd party applications and what they sell. You need to be very good with excel since you are able to upload and modify most files, which gives you major control over your data. They however need to modify the way in which new inventory items get loaded, as it is quite awkward if you use variants. 'Reports' as has been described prior has improved dramatically and most if not all can be downloaded in CSV/Excel format. This allows you to build your own reports with the data from the system. If your business is very complex in nature, TradeGecko probably isn't the system for you. If you are doing thousands of transactions a day, again this is not the system. However, if you are a small to smaller mid-sized business, the system, its cost and the 3rd party applications make it worth a first second and third look.

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• Easy to use and intuitive.
• Accurate data to use for projects, allowing for a central hub for all teams to work from.
• It's a central stop from take off and plan review all the way to plugging numbers into our estimating.
• The ability to link through SharePoint, which always access from any user and location.

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• Interface with WooCommerce.
• Interface with Xero.
• Maintain Perpetual Inventory (less than 0.001% difference in value of inventory in TG and Xero).
• Works with ShipStation extremely well.
• Works with major EDI vendors (with reservations).

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• Submittals are not user friendly in PlanGrid. In fact, this is the one feature we would like to see improved.
• Billing is based on how many users you have. It would be very nice if they would do it based on revenue or other factors such as other programs do.

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• - Couldn't integrate with existing QBO account. Had to set up a new QBO account and transfer all data, create lots of journal entries - was very time-consuming and labor-intensive. Caused some financial discrepancies to resolve.
• - Have to process returns on Amazon and Shopify orders manually
• - Tax-inclusive is not allowed - European sales are tax inclusive - can't import order with VAT included. Looks like the software is suitable for US only. Have to create such orders manually in Commerce and then manual journal entries in QBO
• - Supports accrual accounting method only. In cash - it's a mess
• - Support - not knowledgeable enough - I could only call for support (now they have chat) and they always had to get with the back-end and every call was not less than 1 hour. At the end I would get a link for the training materials
• - Inventory not synching timely sometimes - I have a screenshot proving that inventory on our Amazon account was 0 but Commerce still had quantities, I had to manually press synch
• - Shipping line from Shopify orders is not coded to Shipping income account but goes together with Sales of product income account
• - When partial of the PO is received, not able to create a bill for the partial. There're only 2 settings: either bill created at the time of PO creation (for the whole PO amount - which increases your AP right away) or at the time the whole PO received. It works only when PO is shipped as a whole.

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It's become the go to program for our takeoffs. We have tried others but this is the simplest.

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TG works well for us.

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Plan Swift is a user friendly program that makes takeoffs easy to perform. Not a whole lot of knowledge or skill is required.

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TG is good and easy to use, but could be improved

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Never had an issue

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Plan Swift is only as fast as your computer system and internet

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I have called once needing support. I was asking about the "compare" tool to compare different versions. They told be about their desktop app and I downloaded. They answered quickly, you could understand them, and they took care of my question

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Support team just sends links to blog posts that are often out of date.

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just know what use you want to get out of it. In our case it was just to do area take offs.

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Bluebeam is amazing and can accomplish any take-off needs, but you will spend much more time creating your conditions and take off items. It is not as user-friendly as PlanSwift. OST (On screen takeoff). This product is by far better than PlanSwift, as it is amazingly easy to use. However, it is much more expensive. Cloud-based takeoff software -- this kind of software is difficult for me to use because of how slow the pages load and navigate. It's hard to beat that from PlanSwift or OST.

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Each of the applications has a specific place. We select and implement the best solutions for our clients based on their budget and requirements. This is often determined by integration requirements. We like to say that every application with do a different 95% of what you need it to. There will always be a different 5% to forgo between applications.

Several of our departments can use the take off feature to assist them in their job responsibilities.

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• The estimators' productivity is greatly increased, I do takeoffs in less than half the time with more accuracy and detail captured.
• Easy sharing of what was taken off, I'm able to ensure everything is captured.

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• No real ROI - we're stilling pulling reports from multiple platforms.
• Positive - segregation of wholesale and DTC orders in Shopify.

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