To adjust the price and its visibility, click the arrow next to the toggle and follow the prompts.
SwiftQuote FAQs
Below you’ll find answers to the questions we get asked the most about using SwiftQuote
General
Customers
Service providers
General
SwiftQuote is an online service that connects businesses with trusted service providers. Our goal is to support local communities and help small businesses thrive by building new clients for providers and keeping compliance simple.
Businesses create quote requests for individual service providers or all providers in their area. Providers are invited to offer quotes for work and can message the customer directly to understand the job specifics.
Customers select their preferred provider and schedule the service. Upon job completion, the provider uploads service details to SwiftQuote, and the customer either pays online via credit card or offline directly to the provider.
No. SwiftQuote is an optional service.
Customers
General
Save time: request a quote one time and hear from multiple suppliers in your area.
Stay compliant: service documents are automatically submitted to your local water company after SwiftQuote completion.
Gain control: set the schedule you want services to occur and ensure they’re completed on-time.
SwiftQuote is a free service for businesses. The only thing you pay for is your service booked through the platform.
Yes! When jobs are completed through SwiftQuote, the work order or pumping manifest is automatically submitted to participating jurisdictions through SwiftComply’s compliance software.
Jobs & quotes
Select search providers. Choose the service you need and filter by location, price, experience, etc. Or use the magnifying glass on the right and search via company name.
If your current provider is not on SwiftQuote and you want them to be, we are happy to reach out on your behalf to invite them to join. Or, if you are not locked into a contract and are interested in trying a new provider, we are here to assist you in that process.
Click the ‘Get a quote’ button in the top right of your screen, as well as the button here on the left side of your screen. Select your service and answer the questions. This method will send the request to all providers in your area.
Navigate to the profile of the selected provider and click ‘Select this service’ button for the needed service. If the price is not listed, you will be sending a request for service, which will prompt the provider to send you a quote.
Send your quote request to all providers in your area. This gives you the opportunity to select the provider and price that best fits your needs.
Yes! Adding your location(s) information is key because it allows us to place you geographically and show you providers that service your area.
Navigate to your profile and select ‘Add new location.’ Simply answer the prompted questions and you’re all set.
We highly recommend it! By adding this information you are setting yourself up to receive the most accurate quotes and best deals.
Yep! We offer a selection where you can set up a service to occur on a specific timeline. We recommend scheduling this based on the frequency outlined in your grease trap inspection report.
Yes, please do! After a job is completed you will receive a notification prompting you to leave a 1 – 5 star review and/or comments.
Order numbers are randomly generated and become visible once you have quoted on the service request.
Under the Find Work tab you’ll see all available service requests in your area, each request will be accompanied by the customers name, like so.
Profile setup
- To add or update a facility, log into your SwiftQuote profile and click onto your ‘Profile’ page.
- Select ‘Add new location’ and fill in the prompt.
- Once your new location has been added, click the blue ‘edit’ button next to the new facility.
- Scroll down to the ‘Equipment’ section and add details about the facility’s equipment. We encourage our customers to add up to date photos of equipment to ensure you receive the most accurate quote possible.
Yes! Adding your facility information is a must because it allows SwiftQuote’s location services to send your service request to suppliers in the correct area.
You have the ability to add multiple facilities at different locations to your profile. When submitting new service requests, you will be asked to select which location the service is for.
We highly recommend it! By adding this information you are setting yourself up to receive the most accurate quotes and best deals.
When creating a quote request, you will be prompted to add equipment information. Though not a required field, we highly recommend including as detailed information as possible to ensure you receive the most accurate quote.
If there is any extra information the prompts don’t list, but you’d like to addd, this can be included in the messages section of the quote request.
To edit or add new equipment information, sign into your SwiftQuote account and click ‘Profile.’
Service providers
General
SwiftQuote helps build your business with free marketing and weekly communication to businesses in need of grease services. We offer the ability to create/adjust quotes, communicate directly with customers, and charge cancellation fees.
SwiftQuote is designed to help build new business, but we encourage you to ask your existing customers to sign up if you like the service.
Though you will receive email reminders about upcoming services, SwiftQuote is not a scheduling software. We recommend adding any services booked through SwiftQuote to your normal scheduling program.
Profile setup
This section is designed to showcase your business! Add details and photos to differentiate your business and give customers a better idea of who they could be working with.
Navigate to your profile and switch the ‘make profile public’ toggle on. This action is required for potential new customers to find your business.
Here you can upload a photo of you and your ID, as well as your business license. The SwiftQuote team will receive the documents and approve up to date documentation.
Not if you don’t want to! You have the option to show your price or keep it hidden and create only custom quotes.
It allows your business to accept credit card payments and also lets businesses that only want to pay by card to find you. We use Stripe, an online payment processing system, to handle all online payments.
You have the ability to adjust the services you offer at any point – both by turning them on/off, adjusting the price, or hiding/making the price visible.
To do this, simply log into your SwiftQuote account. Navigate to your ‘Profile’. Scroll down to ‘Your Services’. To activate a service, make sure the toggle is turned on and highlighted green. If the service is highlighted white, it is turned off or inactive.
Jobs & quotes
Visit the Find Work page to see all open service requests.
To submit a quote, start by logging into your SwiftQuote supplier profile. Once logged in, you will be on the ‘My Orders’ page.
To find new jobs and submit quotes, click over to the ‘Find Work’ page on the top right. Here you will be able to browse service requests in your area. The requests visible are based on the service radius set on the user account. This can be updated in ‘Settings’. Hover your cursor over the service request you are interested in quoting and click ‘View Request’.
Once on the request, click the green ‘Prepare Quote’ button on the bottom left. You will have the ability to add a customizable message before you send in the official quote.
If you click ‘Send a Message’ you will only be sending a personal message, not an official quote that can be accepted on the customer end. A pop up will appear, fill in the prompt with information about your quote. Here is where you can add a message within your official quote. Once your quote as been submitted, you will be taken to the order number screen. You will be able to find this under the ‘My Orders’ tab. Here you can edit or cancel the quote as needed.
If the customer has entered their information on their profile, that will be included in the quote request or directly emailed to you by one of our SwiftQuote team members. If you need additional information, please reach out to the customer via our in-app chat service, or email hello@swiftquote.co.uk and a member of our team will contact the customer.
You will receive email notifications regarding any activity linked to your profile on SwiftQuote. Be sure the email linked to your account is one you check regularly! You will also be able to see the status of quotes under the ‘My Orders’ tab when logged into SwiftQuote.
Payments
Stripe is a PCI Service Provider Level 1 compliant online payment processor. This is the most stringent level of certification available in the payment industry. If you’ve ever used a ride share or food delivery app, you’ve used Stripe.
During profile setup, it is up to the provider to chose how they will accept payments (cash, check, or credit card).
We recommend setting up your credit card payments as a provider because many businesses want to pay online. As a provider, you will also need to have a bank account linked in order to pay the commission fee, even on payments made via cash or check.
If a business ONLY pays via credit card and you do not have the credit card payment option set up – the establishment won’t be able to find your business.
When you are finished the new window will close and you will be directed to your profile set up screen.
Click ‘Update Profile’ below and you are good to go!
Only when you complete a job. There are no hidden fees for quoting, messaging, or creating your profile.
The commission fee is 9%, plus 3.5% fee for credit cards.
When submitting a quote, you will see exactly how the commission fee is factored in. You will be shown the price you are quoting and the amount you’ll receive after the commission fee.
If a customer pays via cash or cheque, you will be notified by a red dollar sign next to the completed order.
Navigate to the order page and click the green button that says ‘Pay £xxx for service.’ The fee will be automatically withdrawn from the linked bank account. If you have not yet added banking information, you will be prompted to do so.
Service documents recording
SwiftQuote is the online marketplace designed to connect grease management suppliers with customers in their area. SwiftComply is a software used by water companies to regulate their compliance programs.
One of the perks of booking services in SwiftQuote is when you upload a photo of the service document while closing the job, it is automatically uploaded to SwiftComply for you. The goal is to save you some time on the back end and make sure the facilities you are servicing stay as up to date as possible on compliance services.
As a supplier, your SwiftQuote profile is also linked to the approved provider list each water company has created within SwiftComply. This allows customers to easily select you as their designated supplier, as well as quickly put out a service request or message you via SwiftQuote.
When closing out a job, you have the option to add documents. We recommend snapping a photo of the service document or test report and uploading it here.
All service documents and test reports attached to closed jobs are automatically uploaded to your water company’s SwiftComply database on your behalf.
SwiftQuote does not require service providers to submit before and after photos of completed work. We encourage providers to follow all of their jurisdictions guidelines on completing services.
If photos are required in your area, you may add them in the ‘Add documents’ section when closing out a job.
All documents attached to closed jobs will be automatically uploaded to your water company’s SwiftComply database.
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