To manage your accounts, access the settings screen by clicking the gear icon found in the top right corner of the dashboard:
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:
Once an Account is created, you can edit an Account's details by clicking the pencil icon from the Accounts view: