Frequently asked questions
Quick answers to the things contractors ask most.
Is my data private from other contractors on SwardOps?
Yes — completely. Each business’s data is isolated at the database level (row-level security). No other SwardOps business can ever see your customers, sites, jobs or financials. Even the SwardOps platform owner is blocked from seeing your customer and financial data — it’s enforced in the database, not just the app.
What can my crew see on their phones?
Only their own jobs for the day. Crew get a focused mobile day-view — they cannot see your other customers, your pricing, your financials, or the office console. Roles control this: only Admin/Office accounts get the back-office.
How do customers pay me?
Connect your Stripe account (Settings/Billing) and customers can pay invoices by card directly from the invoice page. The money goes straight to your Stripe account — SwardOps never holds your funds.
Does SwardOps work on a phone?
Yes. Crew use the mobile day-view on their phones. The office console works best on a laptop/desktop but is usable on mobile too.
Can I import my existing customers?
Yes — Clients → Customers has a CSV import so you can bring your existing customer list across rather than typing it all in.
How does the free trial / billing work?
You can see your plan and trial status under Business → Billing. Founding beta members are on a free-for-life arrangement using a promo code at checkout — you won’t be charged.
Will I forget to invoice recurring work?
No — set up a recurring contract and SwardOps raises the instalment invoices as drafts automatically when they’re due. You just review and send.
How do I make sure tickets and machine inspections don’t lapse?
Add expiry/due dates under Team → Compliance and Equipment → Machines. SwardOps notifies your office before anything expires (LOLER/PUWER/MOT, spraying certs, licences) and flags anything overdue.
Will I get warning before staff are on leave?
Yes — for approved leave, your office is reminded 4 weeks, 2 weeks and 1 week before it starts, so you can arrange cover.
Is crew location tracking always on?
No. It’s opt-in per company, only captured while a crew member is on shift, and the history is deleted after 90 days. It’s there for lone-worker safety and dispatch.
Can I connect my accounting software?
Yes — connect Xero to sync your invoices, so your bookkeeping stays in one place. You connect it with your own Xero account.
Something’s not working — how do I get help?
Email support@swardops.com. As a founding beta member your feedback shapes the product, so do tell us what’s confusing, broken or missing.