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.

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.

How it works

  • When a homeowner chooses to review before confirmation, your acceptance moves the offer into pending homeowner approval instead of immediate assignment.
  • You can see pending approvals in Mission Control. Zwivio will notify you when the homeowner responds or the approval window ends.
  • Do not treat a pending approval as a confirmed job. Wait for assignment confirmation before dispatching a technician.
  • If the homeowner declines or does not respond in time, the job is not assigned to your business and no platform fee is charged.
  • If the homeowner approves, Zwivio sends assignment confirmation and the job can move forward through the normal assigned-work flow.

What to do while waiting

  • Keep your availability accurate while the approval is pending.
  • Watch for the confirmation or not-assigned notification.
  • If your availability changes before the homeowner responds, review the pending approval in Mission Control or contact Zwivio support.