Loading...
Loading...
What is a job in Swivl? A job is the folder for one project. It holds the customer and every estimate, change order, invoice, task (field visit), cost, note, photo and document for that project, so you can see the whole job and its profit in one place instead of chasing separate invoices.
Everything in Swivl starts with a job, your central command center for every project.
In this guide, we’ll break down what a “job” really means in Swivl and how it helps you organize your entire workflow. Unlike traditional systems that revolve around a single invoice, Swivl gives you a complete project hub where you can manage estimates, invoices, tasks, costs, and all your job data in one place.
From tracking financials and assigning tasks to managing documents, notes, and activity logs, this is where your entire business operation comes together.
What You’ll Learn:
What a “job” is in Swivl and why it matters How jobs act as a central hub for your projects Managing estimates, invoices, and change orders Tracking tasks and field work Monitoring job costs and profitability Using notes, activity logs, and media Viewing and managing jobs on Web & Mobile
What is a job in Swivl? A job is the folder for one project. It holds the customer and job site, and everything about the work lives inside it: the estimate, the scheduled visits, the invoice, photos and receipts, customer messages, and job costs. Estimates, visits and invoices aren't steps after the job; they're pieces inside it.
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.
Start free. Unlimited users, no card, no contract.
