Loading...
Loading...
How do you send a professional estimate from the job site? In Swivl's free mobile app, pick the customer, add services from your pricebook, request a deposit, attach photos, add terms and send it by email or text. The customer can approve and e-sign on the spot. The same estimate is available on the web app back at the office.
Create and send professional customer estimates in minutes — whether you're in the office or out on the job.
In this step-by-step guide, we’ll walk you through how to quickly build, customize, and send estimates using Swivl’s Web and Mobile apps. From adding customers and selecting services from your pricebook to requesting deposits and getting approvals on-site, everything is designed to help you move faster and win more jobs.
Whether you're a field service business or managing jobs on the go, Swivl makes estimating simple, fast, and professional.
What You’ll Learn: How to create an estimate on mobile Adding customers and job details Using your pricebook for services/products Requesting deposits and adding terms Attaching photos and documents on-site Sending estimates and getting customer approval
How does Swivl build an estimate? Swivl's AI estimator, Max, estimates what the job will cost you first, in six categories: labor, materials, tools and equipment, vehicles, subcontractors and other. Then your markup for each category is added on top of that cost to project the customer price. Your cost + your markup = customer price.
Swivl's AI Estimator builds a complete job estimate in minutes using live material prices pulled at the moment you quote. You describe the job in plain words. Max prices labor, materials, tools, vehicles and subcontractors, then applies your markup on top of that cost to project the customer price. No waiting on supply house quotes, no guessing at the small items.
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.
Start free. Unlimited users, no card, nothing expires.
