Follow

How do I add and manage Accounts?

To manage your accounts, access the settings screen by clicking the gear icon found in the top right corner of the dashboard: 

 

Adding Accounts

Add Accounts to Swoop to easily manage account information, notes, rates, invoicing, and reporting.

Note: Only Admin users are able to add or edit Accounts

1) Navigate to your Accounts tab and click the Create Account button:

2) Input the required information. When you're ready, click Add to save the new account:

Tip: Notes for each of your accounts will appear on the New Job screen when that Account is selected, making it easy for your dispatcher to remember any important details about a specific account:  



Editing Accounts

Once an Account is created, you can edit an Account's details by clicking the pencil icon from the Accounts view: 

 

 

 

0 Comments

Article is closed for comments.