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How does Swivl build an estimate? Swivl's AI estimator, Max, estimates what the job will cost you first, in six categories: labor, materials, tools and equipment, vehicles, subcontractors and other. Then your markup for each category is added on top of that cost to project the customer price. Your cost + your markup = customer price.
This walkthrough prices a real 50-gallon gas water heater replacement in Swivl, the field service management software for plumbers, handymen and contractors.
In this video, you'll learn: - Why a Swivl estimate starts with your cost, not a price - The six cost categories Max uses to build a cost estimate - How labor cost is calculated from a team member's hourly rate plus labor burden - Where to set equipment cost per hour and vehicle cost per mile - How to set up rates, vehicles and tools just by telling Max - How to match materials to live store pricing, and swap a material for a different product - Where your default cost markups live (Pricebook → Default Cost Markup) - How to change markup for one category or set a target margin for the whole estimate - What your customer sees on the estimate
How do you send a professional estimate from the job site? In Swivl's free mobile app, pick the customer, add services from your pricebook, request a deposit, attach photos, add terms and send it by email or text. The customer can approve and e-sign on the spot. The same estimate is available on the web app back at the office.
Swivl's AI Estimator builds a complete job estimate in minutes using live material prices pulled at the moment you quote. You describe the job in plain words. Max prices labor, materials, tools, vehicles and subcontractors, then applies your markup on top of that cost to project the customer price. No waiting on supply house quotes, no guessing at the small items.
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.
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