Accelerate your success with consulting services

Virtual Consulting

Virtual consulting

Tap into the expertise of a PlanGrid certified consultant. We'll analyze your workflow, offer project advice, and help create standards for implementing PlanGrid.

Onsite Consulting

Onsite consulting

Make the most of your PlanGrid investment with onboarding assistance and best practices suited to your organization's workflow. We recommend booking 1-2 days.

Hands-on workshops for rolling out PlanGrid across your team

Architect and engineer

Architect and
engineer essentials

Learn drawing management, punchlists, reporting, and document control.


Admin workshop

Set up projects in a customized way to ensure workflow consistency.

Field Workshop

Field workshop
for power users

Empower advanced users to get the most out of PlanGrid and inspire others.


IT fundamentals

Review device and platform strategy, WiFi, data, and license management.


Leadership essentials

Discuss and develop business strategy and workflow recommendations.


Train the trainer

Train select employees to become in-house experts.

What our fastest-growing customers have to say

"PlanGrid's team has been instrumental in setting the foundation of training necessary to have a smooth roll out across the project. They help you succeed."
Robert Kipp
Project Superintendent
"This was exactly what I was looking for. We've pretty much taught ourselves the ropes the past two years but they still managed to show me at least 10 things I didn't know."
Kevin Brugh
Project Manager
"The best part was having a PlanGrid consultant help us coordinate with our superintendents on how to streamline information flow."
John Ramos
Project Manager

Book your session

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