Admin Training

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25 articles in this collection
Written by Rachel
Account Set Up

My Settings - Admin Training 1.1

We will cover the basic user settings that only pertain to your individual user settings, how you view the dashboard, email, and time zone.
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Updated over a week ago

Notifications - Admin Training 1.2

Notification settings for review notifications and digital job alerts.
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Updated over a week ago

Logo - Admin Training 1.3

The logo feature personalizes your account in 2 ways, your dashboard and your invoices.
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Updated over a week ago

Companies & Tax ID - Admin Training 1.4

Manage your company name & tax ID. Your company name appears on text messages & invoices so it is critical to make sure it is correct.
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Updated over a week ago

General Settings - Admin Training 1.5

These are general settings you can use to manage two aspects of your operations.
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Updated over a week ago

Dashboard Tabs- Admin Training 1.6

This is a way to create tabs for different job statuses on your dashboard.
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Updated over a week ago

Dashboard Filters - Admin Training 1.7

These are filters you can use to better manage your operations. The following are optional filters to add to your dashboard.
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Updated over a week ago

Dashboard Colors - Admin Training 1.8

These are used as visual cues for job statuses on your dashboard.
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Updated over a week ago

Services - Admin Training 1.9

Based off of these roadside services, you can build a foundation of rates so Swoop automatically calculates invoice totals.
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Updated over a week ago

Class Types - Admin Training 1.10

These are different classes of vehicles that you use to perform services. You can use these class types for reporting and invoice purposes.
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Updated over a week ago

Additional Items - Admin Training 1.11

Additional Items are invoice line items you add onto your invoice per service. For example: adding labor, wait time, or special equipment.
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Storage Types - Admin Training 1.12

Adds a label to the jobs that you store in the system. This label can be used for any purpose you see fit.
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Updated over a week ago

Commissions - Admin Training 1.13

Commissions can be used to build a custom report to calculate driver commissions.
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Updated over a week ago

Waiver Language - Admin Training 1.14

This language is what customers will read before signing the waiver for the pick up or drop off on the mobile application.
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Updated over a week ago

General Settings - Admin Training 1.15

These are general settings you can use to manage two aspects of your operations.
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Written by Rachel
Updated over a week ago
Account Configuration

Users - Admin Training 2.1

This covers how to create and manage each individual that you want to access Swoop. This covers Admins, Dispatchers, and Drivers.
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Updated over a week ago

Trucks - Admin Training 2.2

This is how you will manage your fleet of vehicles you use for service.
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Updated over a week ago

Places - Admin Training 2.3

Places are common points of interest that are frequently used as Pickup or Drop Off locations.
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Sites - Admin Training 2.4

Where you can manage your headquarters' address, phone number, and digital dispatch hours.
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Private Accounts - Admin Training 2.5

Manage the accounts that you do business with. You can add motor clubs and private accounts.
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Motor Club Accounts - Admin Training 2.6

Manage the motor club accounts that you do business with.
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Rates - Admin Training 2.7

You can create rates for each account so that Swoop can automatically calculate an invoice total and breakdown based off of those rates.
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Updated over a week ago

Invoicing - Admin Training 2.8

Swoop Invoicing is a powerful tool to track and manage your invoicing.
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Updated over a week ago

Reporting - Admin Training 2.9

Swoop offers easy-access reports that you can download at any time from your account.
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Updated over a week ago

How To Bill Agero When Using Swoop - Admin Training 2.10

How to bill Agero when you are using Swoop to dispatch Agero calls.
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Written by Rachel
Updated over a week ago