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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.
Swivl helps field service businesses manage jobs, work orders, technician schedules, estimates, invoices, photos, notes, and customer communication — all in one platform. Whether you manage multiple crews or work with property management companies, this guide will show you how to simplify task management and improve team productivity.
In this video, you’ll learn: - How to create tasks in Swivl - How to schedule field service tasks - The difference between jobs and tasks - How to assign work to technicians - How to manage unscheduled and unassigned tasks - Best practices for field service project management
Swivl is built for home service and field service businesses looking for an easier alternative to traditional field service management software.
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.
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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