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Account Set Up

Account Set Up

New admin or new to the Swoop app? Find everything you need here to get started & train your team.

General

Downloading the Swoop mobile app

Swoop account lockout

Changing your password and profile information

Getting Started

Before Swoop: ensuring compliance with AgeroSupport

Setting up direct deposit

Signing into Swoop for the first time

Connecting Swoop with Towbook

Connecting Swoop with Traxero

Connecting Swoop with Pulsar

Adding & deleting users in Swoop & AgeroSupport

Adding & deleting trucks in Swoop

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Settings & Customization

Adding a company logo to Swoop

Customizing job dashboard tabs in Swoop

Customizing job dashboard filters in Swoop

Customizing color coding in the jobs dashboard in Swoop

Customizing notifications, time zones, language and other settings in your user profile

Customizing company-wide notifications in Swoop

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Your Services & Capabilities

Review and edit business details in Swoop (territory, rates, etc.)

Swoop Mobile App

Setting up mobile notifications

Logging into the mobile app for the first time

Adding a new truck in the Swoop mobile app

Adding a user in the Swoop mobile app

Settings for Non-Agero Accounts (Cash Calls, Municipal, Etc.)

Setting service types for non-Agero jobs

Setting vehicle class types for non-Agero accounts

Additional service types, fees and equipment capabilities for non-Agero jobs

Updating services and classes for non-Agero jobs