MANUALLY ENTER JOBS
|
|
Method
|
Description
|
Useful for…
|
|
Simple Form
|
- Enter a single job by simply adding address and contact information
|
- Quickly adding jobs with only the basic information
|
|
Advanced Form
|
- Enter a single job with expanded details
- Includes data fields for timing/scheduling, delivery instructions, items, fees, etc.
|
- Manually adding jobs with more detailed information
|
|
Templates
|
- Enter a single job using a template, customized to your business details & process
- Save common data and hide irrelevant data fields
|
- Manually adding jobs that have commonly repeated information/job details
|
|
Batch Upload
|
- Enter multiple jobs by uploading a CSV spreadsheet into GetSwift
|
- Businesses that download Excel reports from a POS/ordering system, or organize their jobs in an offline spreadsheet
|
|
Returns
|
- Enter a single job to pick up items that have already been delivered and are now being returned by the customer
|
- Quickly entering a return order without needing to re-enter repeat information
- *Note: The option for return will appear after the job has been completed
|
|
|
AUTOMATICALLY ENTER JOBS
|
|
Method
|
Description
|
Useful for…
|
|
Email Importer
|
- Enter jobs by automatically pulling information from order notification emails
- There are a couple of setup options depending on which system you are using
|
- Businesses that use ordering systems that can send order notification emails
|
|
Booking Form
|
- Enter jobs by inviting your customers to use our built-in booking form
- Requires that you invite your end customer to create an account on GetSwift
- You can also use third-party form builders such as Jotform or Typeform
|
- Businesses with a stable customer base that places frequent repeat orders
|
|
API Integration
|
- Enter jobs through a direct connection with GetSwift through our open API
- You will need a developer who can code the API connection in JSON
|
- Businesses that use custom ordering systems, or want additional flexibility in entering jobs
|
|
Third-party Integrations
|
- Enter jobs through direct integrations with other platforms
- See our list of direct third-party integrations here
- Through our integration with Zapier, we also have connections to 1000+ different apps including Shopify, WooCommerce, WordPress, Jotform, Typeform, Google Sheets & Forms, Acuity Scheduling, Calendly, Hubspot, Paypal, Stripe, Square, etc.
|
- Businesses that use popular cloud-based platforms for managing e-commerce, ordering, forms, spreadsheets, scheduling, and/or payments
|
