Loading...
Loading...
How do you add your team to Swivl? Invite each person by email, give them a role that controls what they can see and do, and set their pay rate and labor burden so job costing is accurate. Swivl has no per-user fees: unlimited users are included on the free plan.
Learn how to add users, technicians, dispatchers, and office staff to your Swivl account in this complete user management tutorial. In this video, Tyson walks you through how to invite new users, configure roles and permissions, set compensation details, and optimize labor burden settings for accurate job costing.
Whether you're onboarding field technicians, office managers, W-2 employees, or 1099 contractors, Swivl makes it easy to manage your workforce and streamline dispatching for your field service business.
In this video, you’ll learn: - How to invite new users in Swivl - How to configure users and roles - How to add technicians and dispatchers - How labor burden percentage works - How to manage compensation settings - How to assign qualification tags and service areas - The difference between employees, contractors, and subcontractors
Swivl helps field service businesses manage scheduling, dispatching, technicians, payroll visibility, customer management, invoicing, estimates, and more all from one platform.
How do you move your customers to Swivl from another tool like Jobber, Housecall Pro or a spreadsheet? Export your customers as a CSV, upload it in Swivl, match the columns, preview, and import. You can then manage every customer, contact and address in Swivl's free CRM.
What is a task in Swivl? A task is one visit or piece of field work inside a job. You create it, assign a technician, set the date and time on the schedule, and the tech sees it in the Swivl mobile app with the customer address, notes and checklist, then clocks time against it.
How do you invoice a customer and get paid faster? In Swivl, convert an approved estimate into an invoice or start one from scratch, add pricebook items, set terms and due dates, attach job photos, then send it by email or text with a pay-now link. Customers pay by card or bank transfer. Unlimited invoices are free.
Start free. Unlimited users, no card, nothing expires.
