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In this step-by-step tutorial, we’ll show you how to create, send, and get paid on invoices faster using Swivl — an all-in-one field service management platform built to simplify your workflow.
Whether you're in the office or out in the field, Swivl makes invoicing effortless. From converting estimates to invoices, adding services, customizing terms, and collecting payments instantly — everything is designed to help you close jobs faster and keep your cash flow steady.
In this video, you’ll learn how to:
Create invoices from scratch or from approved estimates Add products and services using the price book Customize invoice terms and customer messages Upload job photos and media Send invoices via email or SMS Accept payments instantly from anywhere Use both web and mobile app for invoicing
If you're running a field service business and want to stop chasing payments and start getting paid on time, this video is for you.
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.
Learn how to add customers to your Swivl account using three simple methods, QuickBooks sync, CSV upload, and manual entry. In this tutorial, Tyson walks you through the complete customer import process so you can quickly organize your customer database and streamline your field service operations.
Learn how to create and schedule tasks in Swivl to streamline your field service operations and improve project management. In this tutorial, Tyson walks you through the difference between jobs and tasks in Swivl, how to organize customer information, and how field technicians can manage scheduled and unscheduled work more efficiently.
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