Who this article is for: Authority Users

Overview

A Service Provider (SP) is a testing company whose testers submit work to your organization. Each SP in SwiftComply has a company record that holds its name, address, contacts, test kits, users, and auto-accept settings. This article walks through creating, finding, and managing that company record. For the tester accounts themselves, see Managing Service Provider Users.

Finding the Service Providers View

Click Service Providers in the left navigation.
At the top-left, the report dropdown defaults to Service Providers (company records). The other view in the dropdown is Service Provider Users — use that when you need the tester list instead.
Use the search, filter, column, and export tools in the toolbar the same way they work on the other tables. For the full workflow, see Searching, Filtering, & Exporting Data.

Default columns on the Service Providers view include Name, Address, City, and Website.

Adding a Service Provider Company

From the Service Providers view, click Add Service Provider in the top right.
Fill in the company fields:
- Service Provider Name *(required)*
- Address *(required)*
- City, State/Prov, Postal Code *(required)*
- Phone Number
- Primary Contact — typically the main point of contact at the SP
- Website
- Certified Fire Line Tester — check if this SP is certified to test fire line assemblies
Click Save.

The new company appears in the Service Providers list and testers can be associated with it.

The Service Provider Detail Panel

Clicking a company in the list opens a side panel with four tabs:

DETAILS

Shows and lets you edit the same fields from the add form: Service Provider Name, Address, City, State/Prov, Postal Code, Phone Number, Primary Contact, Website, Certified Fire Line Tester.

Click the green edit pencil in the top right of the panel to switch into edit mode, make changes, and save.

At the bottom of the DETAILS tab, the Auto Accept Settings table shows whether test reports or surveys from this SP are auto-accepted. Each Form Type (for example, Backflow Assembly Test) has a Status of Enabled or Disabled. These settings override the org-level default on a per-SP basis. For the concept and the org-level defaults, see Auto Accept Overview.

TEST KITS

Lists every test kit associated with the SP company. Columns: Assigned To (the tester, if any), Make, Model, Serial Number.

Click Add Test Kit at the bottom to add a new kit directly under this SP.
For the full test kit workflow (adding, calibrating, approving), see Adding/Updating a Test Kit and Reviewing/Approving a Test Kit Calibration.

USERS

Lists the tester accounts tied to this SP. Columns: Name, Certification Status (ribbon icon — green means valid, red warning means an issue), Status (approved, pending, denied), Approved Until (the expiration date of the tester's approval at your authority).

Click Add User to create a new tester under this SP.
Click a row to open the user detail panel. For the full user management workflow, see Managing Service Provider Users.

CONTACTS

Non-tester contacts at the SP — office admins, billing contacts, dispatchers. Columns: Name, Email, Phone.

These contacts are for reaching the company itself and don't have SwiftComply login access. Click Add Contact to add one.

Editing an Existing Company

Open the SP from the Service Providers list.
On the DETAILS tab, click the green edit pencil.
Update fields and save.

Changes apply immediately and are visible to anyone working with this SP.

Auto Accept Settings per SP

The Auto Accept Settings block at the bottom of the DETAILS tab shows test-report and survey auto-accept status for this SP specifically. Use it when you trust a particular SP enough to skip manual review, or when you want to pull one SP out of the org-wide default.

Enabled — test reports (or surveys) from this SP skip the review queue and accept automatically if they pass validation.
Disabled — submissions still land in the review queue even if the org default is to auto-accept.

See Auto Accept Overview for how the rules are set at the organization level and how per-SP overrides interact with them.

FAQ

Q: Can I delete a Service Provider company?

A: SwiftComply doesn't support hard-deleting companies that have test reports or users tied to them — that would break historical records. If an SP stops working with you, leave the record in place; deactivating their users prevents new submissions while preserving history.

Q: A tester works for two different SP companies. Do I need two company records?

A: If those companies really are distinct businesses, yes — each SP company has its own record. The tester account can be linked to more than one company, but approval at your authority happens per-company.

Q: Where do I add a test kit — on the company or on the tester?

A: Either. The TEST KITS tab on the company record lets you add kits that can then be assigned to any tester at that SP. The Assigned To column shows who currently holds each kit.

Q: The SP updated their address but the old one still shows on reports. Why?

A: Historical test reports preserve the address that was on file at the time of submission. New reports will reflect the updated address.

Q: What does "Certified Fire Line Tester" control?

A: It flags the SP as qualified to test fire line assemblies. If your org uses that distinction for reporting or routing, this checkbox tells SwiftComply the company is eligible.