Platform Layout and Navigation
Swivl's interface is built around a sidebar, a top bar, and a quick-create button. This article explains what each area contains and how to use them to navigate the platform efficiently.
Overview
Everything in Swivl is accessible from the sidebar on the left. Each module has its own section, and some expand to reveal sub-sections. The top bar sits above the content area and gives you access to search, notifications, and your account. Getting familiar with the layout makes day-to-day use much faster.
Who can access this
All roles though the items visible in the sidebar vary depending on your role and permissions.
The Sidebar
The sidebar is the primary way to navigate Swivl. It sits on the left side of the screen and contains the following sections in order:
Section | What it contains |
|---|---|
Dashboard | Your home screen with business metrics and activity |
Clients | Expands to show Leads and Customers |
Work Order | Expands to show Jobs and Tasks |
Estimates | Create and manage estimates |
Invoices | Create and manage invoices |
Payments | Track payouts and incoming payments |
AI Receptionist | Manage your AI phone answering setup |
Message Center | Coming soon |
Marketing | Expands to show AI Website Builder, Reviews, and MAX Ads |
Marketplace | Browse add-ons and new features |
Swivl MAX | Expands to show AI Rules and Training Center |
Product & Services | Your catalogue of services and pricing |
Inventory | Expands to show Assets, Materials, and Suppliers |
Subcontractors | Manage third-party contractors |
Reports | Expands to show Sales Commission, Time, GPS, and Jobs |
Settings | Expands to show Company Profile, Team & Access, Communication, Tags & Service Areas, Integrations, and Templates Library |
Billing & Usage | Manage your subscription and credits |
Collapsing the sidebar
Click Minimise at the bottom of the sidebar to collapse it to icon-only mode and give yourself more screen space. When collapsed, hover over any icon to see a tooltip. Click Minimise again to expand it.
The top navigation bar
The top bar spans the width of the screen and contains:
- Search: find customers, jobs, leads, invoices, and more across the entire platform
- Credits balance: the coin icon shows your available credits; click it to see a breakdown
- Notifications: view alerts and activity updates
- User avatar: access your profile and account settings
The + Create button
Near the top of the sidebar, the + Create button lets you quickly create new records from anywhere in the app. Clicking it opens a dropdown with the following options:
- Customer
- Task
- Job
- AI Estimate
- Estimate
- Invoice
The options shown depend on your role and permissions.
Tips
- The sidebar items you see depend on your role if a module is not visible, check with your Super Admin about your access level.
- Use the Search bar in the top navigation to find any record quickly instead of clicking through the sidebar.
- On mobile, the sidebar appears as a drawer that slides in from the left.