How to Create & Schedule Tasks for Your Field Crew

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.

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.