Migrate your Swivl Tech data
Flat-rate field service management CRM for small and medium service businesses, combining job orders, CRM, scheduling, GPS, and invoicing in a single platform.
In its favor
Why people choose Swivl Tech
The signal that keeps Swivl Tech on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Flat-rate pricing model with no per-seat fees makes Swivl cost-predictable as a team grows, unlike ServiceTitan's per-technician billing that scales with every hire.
A dedicated account manager is assigned on day one, giving small business owners a real human contact for setup help, feature questions, and onboarding support.
The built-in AI estimator generates job quotes automatically, reducing the manual quoting burden for technicians who are not natural salespeople.
Swivl consolidates CRM, job scheduling, GPS routing, invoicing, and a website builder into one platform, eliminating the need to manage three or four separate tools.
The free Starter plan with a 28-day trial and no credit card required lets small contractors validate the platform before committing to a paid tier.
Swivl has no publicly documented REST API, making third-party integrations and automated data pipelines impossible without manual exports and imports.
The platform is built for small to mid-market operations; customers running 50+ technicians across multiple locations report that advanced multi-location management lags competitors like ServiceTitan.
No bulk data export mechanism is documented on the public website, creating risk for businesses that need to extract years of job and customer history for reporting or compliance purposes.
Reasons to switch
Why people leave Swivl Tech
The recurring reasons buyers give for replacing Swivl Tech. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Swivl Tech fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Swivl Tech pricing overview
Swivl Tech uses a flat-rate monthly pricing model with no per-seat fees, unlike most FSM competitors that charge per technician. The Starter plan is free-forever, Growth costs $49/month, and Scale Pro costs $149/month. The flat-rate model keeps costs predictable as teams hire, but the Scale Pro tier is required for pricebook and advanced reporting features.
Starter
Tier 1 of 3
Free
What's included
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What gets migrated
Swivl Tech object support
Object-by-object support for Swivl Tech migrations. Per-pair details surface during scoping.
Customers
Mapping requiredCustomer records include name, phone, email, address, and notes. We map these to the destination CRM's Contact or Account object and preserve any custom fields appended in the Swivl UI as key-value pairs.
Jobs
Mapping requiredJobs are the central work order object in Swivl, carrying status, scheduled date, assigned technician, site address, and line items. We map Job status to the destination's equivalent pipeline stage and preserve all service-line details as line-item records.
Invoices
Mapping requiredInvoices reference a Job and include total amount, line items, payment status, and due date. We map paid/unpaid status and the associated Job reference so the destination preserves the billing-to-job relationship.
Estimates
Mapping requiredAI-generated estimates are stored as a distinct object linked to a Job. We carry forward the estimate total, line items, and conversion status (accepted/rejected) into the destination CRM as a Quote or Proposal record.
Route / GPS Stops
Not in this platformRoute stops and GPS tracking data are ephemeral scheduling constructs. They do not persist as historical records with structured schemas suitable for migration and are not exported via Swivl's current data interface.
Technicians
Mapping requiredTechnician profiles store name, contact info, and role. We map these to Users or Contacts in the destination CRM and preserve role assignment so dispatch logic carries over.
Custom Fields
Mapping requiredCustom fields are supported per Customer and Job. We extract them as key-value pairs from Swivl's export format and map them to custom fields in the destination, creating the field schema on the destination side if it does not already exist.
Notes
Mapping requiredNotes attached to Jobs or Customers are migrated as chronological comments or activity log entries in the destination CRM, preserving the timestamp and author where available.
Attachments
Not in this platformSwivl stores photos and documents attached to Jobs (e.g., before/after images, signed forms) but does not expose a public attachment download API. We do not migrate attachments at this time and flag the limitation during scoping.
Pricebook / Service Items
Mapping requiredRecurring service items and pricing entries are available on the Scale Pro plan. We map these to the destination's product or pricebook catalog, preserving unit price and description.
| Object | Support | Notes |
|---|---|---|
| Customers | Mapping required | Customer records include name, phone, email, address, and notes. We map these to the destination CRM's Contact or Account object and preserve any custom fields appended in the Swivl UI as key-value pairs. |
| Jobs | Mapping required | Jobs are the central work order object in Swivl, carrying status, scheduled date, assigned technician, site address, and line items. We map Job status to the destination's equivalent pipeline stage and preserve all service-line details as line-item records. |
| Invoices | Mapping required | Invoices reference a Job and include total amount, line items, payment status, and due date. We map paid/unpaid status and the associated Job reference so the destination preserves the billing-to-job relationship. |
| Estimates | Mapping required | AI-generated estimates are stored as a distinct object linked to a Job. We carry forward the estimate total, line items, and conversion status (accepted/rejected) into the destination CRM as a Quote or Proposal record. |
| Route / GPS Stops | Not in this platform | Route stops and GPS tracking data are ephemeral scheduling constructs. They do not persist as historical records with structured schemas suitable for migration and are not exported via Swivl's current data interface. |
| Technicians | Mapping required | Technician profiles store name, contact info, and role. We map these to Users or Contacts in the destination CRM and preserve role assignment so dispatch logic carries over. |
| Custom Fields | Mapping required | Custom fields are supported per Customer and Job. We extract them as key-value pairs from Swivl's export format and map them to custom fields in the destination, creating the field schema on the destination side if it does not already exist. |
| Notes | Mapping required | Notes attached to Jobs or Customers are migrated as chronological comments or activity log entries in the destination CRM, preserving the timestamp and author where available. |
| Attachments | Not in this platform | Swivl stores photos and documents attached to Jobs (e.g., before/after images, signed forms) but does not expose a public attachment download API. We do not migrate attachments at this time and flag the limitation during scoping. |
| Pricebook / Service Items | Mapping required | Recurring service items and pricing entries are available on the Scale Pro plan. We map these to the destination's product or pricebook catalog, preserving unit price and description. |
Gotchas
What to watch for in Swivl Tech migrations
Issues we've hit on past Swivl Tech migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No documented REST API for automated data extraction
Attachment files are not accessible via export
Swivl brand name overlaps with unrelated products
AI estimator outputs are not a standard CRM object
| Severity | Issue |
|---|---|
| High | No documented REST API for automated data extraction |
| Medium | Attachment files are not accessible via export |
| Low | Swivl brand name overlaps with unrelated products |
| Low | AI estimator outputs are not a standard CRM object |
Leaving Swivl Tech?
Where Swivl Tech customers move next
12 destinations Swivl Tech can migrate to.
How a Swivl Tech migration works
Four steps, Swivl Tech-specific
Connect
Not publicly documented — API is referenced for integrations but authentication details (OAuth/API-key) are not surfaced on the product website into Swivl Tech. Scopes limited to read-only on the data we move.
Map
We translate Swivl Tech-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Swivl Tech quirks before production.
Migrate
Full migration with Swivl Tech rate-limit handling. Rollback available throughout.
FAQ
Swivl Tech migration FAQ
Answers to the questions buyers ask most during Swivl Tech migration scoping. Not seeing yours? Book a call.
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