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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.
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.
Whether you're migrating from another platform, importing spreadsheet data, or syncing directly from QuickBooks, Swivl makes customer management fast, simple, and accurate for home service and field service businesses.
In this video, you’ll learn: - How to sync customers from QuickBooks into Swivl - How to upload customers using CSV files - How to map customer data correctly - How to manually add customer accounts - How customer management works in Swivl - Best practices for importing customer data
Swivl helps field service businesses manage customers, jobs, scheduling, invoicing, estimates, technician management, and more — all from one platform.
How do you add a customer in Swivl? Create a customer account with their service and billing addresses, as many contacts as you need, tags and an assigned account manager, then attach documents and photos. Every job, estimate and invoice for that customer links back to this record.
How do you keep track of subcontractors? In Swivl, create a subcontractor account with addresses, contacts, tags, an account manager and documents such as insurance certificates and contracts, so every sub's details sit in the same CRM as your customers and suppliers.
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, no contract.
