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Navigating Your SwiftWorks Account
Updated over 9 months ago

You can use the header on each page to access the main features of your account.

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1. Your core account features

These buttons link to your core account features, including your dashboard, customer management system, compliance history, order history, and prospects in your area. The page you are currently on will be highlighted in blue.

2. Your unread notifications

Use the bell icon to read your new notifications. Notifications include compliance updates, new quote requests, and messages from prospects.

3. Your company info and public profile

Use this button to access your account profile. Here you can add general information, choose the services you would like to offer, and make your profile public to prospects in your area.

4. Your settings and subscription plan

Use the ellipsis icon to access your settings, update your account, or visit the help center.

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