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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.
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.
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.
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.
Start free. Unlimited users, no card, no contract.
