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What is a pricebook in field service software? It is your list of products and services with their cost and price, so every estimate and invoice is priced the same way. Swivl's pricebook supports flat-rate and cost-plus pricing, tier pricing for residential and commercial customers, default cost markups, and two-way sync with QuickBooks.
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
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.
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