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Field manual for service businesses

Field Console & Dispatch Network Guide

A practical guide to joining the Dispatch Network, setting up Field Console, receiving offers, managing assigned work, billing, compliance, texts, and support.

Guide status

Current operating guide for service-business onboarding. Last updated July 26, 2026. Content should be reviewed as Zwivio onboarding, Field Console, and service-business support workflows evolve.

Compliance documents

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

What Zwivio may ask for

  • Contractor license information, including a license number or reference where applicable.
  • Proof of liability insurance.
  • Expiration dates for license and insurance records.
  • Updated documents when a license, insurance policy, or certificate is renewed.

Requirements vary by service

Credential requirements depend on the services your business participates in and applicable requirements. A submitted credential can be associated with one or more of your services, but Zwivio review determines whether it satisfies the requirements for each service — one document does not automatically cover every service you list.

Separately from your documents, Zwivio vetting is a Zwivio-managed approval for dispatch participation. Uploading documents does not by itself complete vetting.

Why expiration dates matter

License and insurance files need current coverage dates. If a document is missing, expired, or does not include a valid future expiration date, it may affect whether your business is ready for offers.

What happens after upload

After you upload or replace a document, Zwivio may still need time to review it. Field Console will show whether the document is missing, expired, under review, or accepted for dispatch purposes.

Reminders

Zwivio may send reminders around one month before expiration and again closer to one week before expiration. Reminders may appear by email, text, or Field Console notification depending on your account settings and contact setup.

To avoid interruptions, upload renewed certificates or updated license information as soon as you have them. If something looks wrong after upload, contact Zwivio support so we can review it with you.