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What should you fill in first in Swivl? Your company profile: logo, the services you offer, your service area, business address and locations, website and social links. Swivl uses this profile on your estimates, invoices, website and in the AI tools, so completing it makes everything else look professional.
Recorded November 2025. A few screens may look slightly different in today's app; the steps are the same.
Learn how to complete your company profile in Swivl with this easy step-by-step tutorial!
In this video, you'll learn: - Upload your company logo - Add services your company offers - Set your service areas - Enter company address details (including multiple locations) - Add social media profiles and website links - Upload media and documents
A complete profile makes your business more professional, visible, and client-friendly on Swivl.
Free means freedom. Swivl gives trades businesses everything they need to run the business for $0: estimates, e-signatures, scheduling and dispatch, job photos, invoicing, payments, the mobile app, CRM and work orders. Unlimited users. No annual contracts, no bloated packages, no per-user fees.
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.
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.
Start free. Unlimited users, no card, no contract.
