/The Company
About Swivl
Swivl Tech is an AI-powered field service management platform designed for home service businesses such as HVAC, plumbing, electrical, roofing, landscaping, and cleaning companies. It helps businesses streamline their daily operations by combining customer management, scheduling, dispatching, job tracking, estimating, invoicing, and payments into a single platform. AI integrated across its workflows including tools for automated customer support, estimate generation, and operational assistance Swivl aims to simplify complex field service operations, improve team productivity, and help service businesses deliver faster and more efficient customer experiences.
/Overview of the Product
What does Swivl do?
/Overview of the Module
Invoice
Invoices enables service businesses to bill customers for completed work. It brings together job details, services, products, taxes, discounts, and payment information into a single invoice that can be reviewed, shared with customers, and tracked through its payment status.
The flow is designed to help office admins and technicians create accurate invoices quickly and move from completed work to payment with minimal effort.
Creation Flow
Invoices 2.0 replaced a four-step wizard and a read-only detail page with a single focused editor paired with a live preview. Editing moved inline, job linking became the prefill entry point, margin turned into an internal control, and optional fields moved behind toggles.