CRM

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.

Encrypted end-to-end with one-click rollback
Talk to a real migration engineer in minutes
Swivl Tech logo

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

Free Starter plan with no seat limit provides unlimited contacts and basic features at zero cost.Flat-rate monthly pricing at $49/mo Growth and $149/mo Scale Pro means costs are predictable regardless of team headcount.All-in-one FSM stack (CRM, scheduling, GPS, invoicing, website builder) reduces tool sprawl for small service businesses.Dedicated human account manager assigned from day one, uncommon in this price range.Fast onboarding—Swivl claims setup can be achieved in minutes versus the 2–4 month implementation timeline of enterprise competitors.

Weaknesses

No publicly documented REST API limits integration options to pre-built connectors only.No bulk data export endpoint means migrating out requires manual data extraction or direct database access.The Scale Pro plan is required for pricebook management and advanced reporting, adding cost for businesses needing those features.Limited documentation on third-party integrations compared to established competitors like Housecall Pro and Jobber.Founded in 2020, Swivl is a younger platform with a shorter operational track record than competitors with 10+ years in the market.

Where it works

Solo contractors and owner-operators in plumbing, HVAC, electrical, or construction trades managing jobs independently without a technical background.Small field service teams of 1–10 technicians seeking an all-in-one CRM, scheduling, and invoicing platform without per-seat billing penalties.US-based service businesses prioritizing quick setup and hands-on onboarding support over deep third-party integration capabilities.Field service companies transitioning from spreadsheets or pen-and-paper workflows who need a consolidated tool without a lengthy implementation timeline.Businesses under $1M annual revenue that need predictable flat-rate monthly costs rather than per-technician pricing models.

Where it struggles

Organizations with 50+ technicians operating across multiple service locations that require advanced multi-location management and centralized reporting.Businesses that depend on programmatic data exchange with ERPs, accounting software, or custom internal tools due to the absence of a documented REST API.Enterprises requiring bulk data exports for regulatory compliance, financial auditing, or long-term archival of job and customer histories.Mid-to-large service companies needing sophisticated pricebook management, dynamic pricing rules, or granular cost accounting features locked behind the Scale Pro tier.International field service operations requiring multi-currency invoicing, regional payment integrations, or localized language support in the platform interface.

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

Unlimited contacts and customersBasic job management and schedulingInvoicing and payment linksCustomer portal28-day free trial with no credit card

Need help selecting your CRM?

Book a free 30 minute consultation

Pricing is informational. FlitStack AI does not bill on Swivl Tech's schedule — see our quote-based pricing →

What gets migrated

Swivl Tech object support

Object-by-object support for Swivl Tech migrations. Per-pair details surface during scoping.

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.

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

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.

Can't find your answer?

Walk through your Swivl Tech migration with a real engineer — 30 minutes, free, written quote within 24 hours.

Book a free 30 minute consultation

Most Swivl Tech migrations under 1M records finish in 48–72 hours end-to-end. Larger orgs with custom objects or buyer-side security review typically take 5–7 days.

Ready when you are

Migrate Swivl Tech.
Without the rebuild.

Free scoping call with a migration engineer. Tell us about your Swivl Tech setup and destination — written quote back within a business day.

Free scoping call Quote in 1 business day 1,784 platforms supported