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Build a pricing system that works for your business — not the other way around.
In this step-by-step guide, we’ll walk you through how to set up and manage your Pricebook in Swivl. Whether you use flat rate pricing, cost-plus billing, or a mix of both, Swivl gives you the flexibility to structure your pricing, maintain consistency, and protect your margins.
You’ll also learn how to sync with QuickBooks, set up tier-based pricing for different customer types, and apply default cost markups — so every estimate and invoice is accurate and profitable.
What You’ll Learn: How to set up your Pricebook in Swivl Syncing your Pricebook with QuickBooks Creating products and services Using tier-based pricing (residential, commercial, etc.) Setting default cost markups and profit margins Supporting flat rate and cost-plus pricing models
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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