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How do you manage suppliers in Swivl? From Inventory, create a supplier account with addresses, contacts, an account manager and documents like price sheets and warranties. Suppliers can then be used on supplier orders and material costs for your jobs.
Recorded November 2025. A few screens may look slightly different in today's app; the steps are the same.
Learn how to create and manage supplier accounts in Swivl with this easy-to-follow tutorial!
In this video, you'll learn: - Create a new supplier account from the Inventory module - Enter supplier primary details and addresses - Set primary and billing addresses - Add contact information (name, role, phone, email) - Add multiple contact numbers and emails - Assign sales and account managers - Upload documents and media (contracts, warranties, etc.) - View and edit supplier information - Access detailed supplier profiles
Perfect for businesses managing their supply chain and vendor relationships in Swivl!
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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