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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.
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 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.
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.
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