Field manual for HVAC contractors

Zwivio Contractor Guide

A practical operating guide covering contractor onboarding, Mission Control, offers, assigned work, billing, compliance, texts, and support. Everything you need to get set up and running on Zwivio.

Guide status

Current operating guide for contractor onboarding. Last updated May 7, 2026. Content should be reviewed as Zwivio onboarding, Mission Control, and contractor support workflows evolve.

How to use this guide

This guide covers how Zwivio works from the contractor side — joining, Mission Control, offers, assigned jobs, readiness, billing, texts, and support. It is written for owners, dispatchers, and technicians.

For owners

Use it to understand setup, readiness, coverage, billing, and what to expect from the platform day to day.

For dispatchers

Use it to understand offers, pending homeowner approval, job handoff, text behavior, and where to look in Mission Control.

For technicians

Use it to understand My Work, assigned jobs, trip updates, completion, and how technician access differs from owner or dispatcher access.

Start here

Zwivio sends you job offers directly — no shared leads, no competing bids. This guide explains how everything works from day one.

  • Homeowners request service through Zwivio. When a job matches your service area and availability, you receive an exclusive offer before anyone else.
  • This guide covers the full contractor experience: joining, setting up Mission Control, receiving and responding to offers, managing jobs, and getting support.
  • Homeowner contact details are shared with you after you accept an offer and the job is confirmed — not before.

Guide topics

Explore each section of the manual for detailed operating procedures.

Joining Zwivio

Joining Zwivio usually takes about ten minutes. You submit your business and service details, then Zwivio reviews the setup before your contractor account is activated for Mission Control and future job offers.

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After You're Approved

Approval means Zwivio has reviewed your onboarding information and set up your contractor account for Mission Control. Before your first offer arrives, a few setup and market factors can affect when your business starts seeing opportunities.

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Mission Control

Mission Control is your contractor portal for day-to-day Zwivio work. It is where your team reviews offers, manages active jobs, keeps dispatch status current, updates availability and service coverage, and checks billing, compliance, team, notifications, and performance.

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Roles and team access

Zwivio supports three contractor team roles: Owner, Dispatcher, and Technician. Each role is designed around the kind of work that person handles in Mission Control.

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Dispatch status

Dispatch status shows whether Zwivio can currently consider your business for job offers.

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Compliance documents

Zwivio uses compliance documents to confirm that your business is properly set up for dispatched HVAC work. Keeping your license and insurance records current helps avoid interruptions in dispatch status.

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Offers

When a homeowner request fits your service area, job types, availability, and dispatch status, Zwivio may send your business a controlled job offer. You can review the offer and respond by text or through Mission Control.

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Homeowner approval

Some offers require homeowner approval after you accept. In those cases, the job is not assigned until the homeowner approves and Zwivio sends assignment confirmation.

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Jobs and technicians

A confirmed assignment becomes an active job. From there, your team manages field execution, technician assignment, updates, and completion through Mission Control.

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Coverage and availability

Coverage and availability tell Zwivio where your business works, which HVAC request types you want to handle, and whether your team is currently available for offers.

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Billing and credits

Zwivio does not charge a monthly subscription fee. Contractors can join, complete onboarding, and use Mission Control without paying a subscription.

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Texts and email

Zwivio uses text, email, and the Mission Control notification center to keep your team informed. Time-sensitive offer and job updates may arrive by text when your dispatch phone and text consent are set up.

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Text Command Reference

Zwivio texts expect short, structured replies. Swap the sample job numbers below for the two- or three-digit code shown on your actual offer.

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Performance and ROI

Mission Control gives your business a practical view of how Zwivio activity is trending over time. Use this page to understand offer volume, response activity, assigned work, platform fees, credits, job history, and recent activity.

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Account Standing

Dispatch-friendly crews build trust the same way on Zwivio: factual availability, clear communication when plans shift, disciplined acceptance habits, tidy paperwork, and calm dispute etiquette. Zwivio does not publish numerical scorecards—focus on behaving the way you already expect reputable HVAC partners to behave on shared installs.

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Support paths

If something goes wrong with a job or your account, Zwivio has clear paths for disputes, general support, and referrals.

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Not promised

This guide explains how Zwivio works today. It does not promise specific offer volume, earnings, or features that are still in development.

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