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Simple Form

There are 5 ways to manually enter a task into GetSwift:

  1. Simple form: Enter a single task by simply adding address and contact information
  2. Advanced form: Enter a single task with expanded details
  3. Templates: Enter a single task using a template, customized to your business details & process
  4. Batch upload: Enter multiple tasks by uploading a CSV spreadsheet into GetSwift
  5. Returns: Enter a single task to pickup items that have already been delivered and are now being returned by the customer

To read about how to enter tasks automatically into GetSwift, click here

 

Simple form To Enter Tasks

Learn by watching the video or following the written instructions below:

 
 
  1. Click on the "+" button on the main navigation bar at the top of the page
  2. Click on "Simple Form" on the sub-page navigation bar
  3. Fill in the details for the pickup address and contact person
  4. Fill in the details for the destination address and contact person
  5. Click "Add this job" at the bottom of the page to create your task!

Tips and Tricks

  • After making a template, you will no longer be able to use the “Simple Form” or “Advanced Form” and you will only be able to use the templates you have created
  • If you set the “Most Common Type of Delivery” (in Settings) as “Service Based", then you will only have the option to enter the destination address