Product tour

Everything it does, in one page

Everything below is included. No feature gates, no upsell tiers. This is the same system a real pest-control company runs its payroll on, not a demo built for screenshots.

Part one · Pay

The money engine

Describe your pay plan once. After that, every check is math instead of memory.

Payday becomes a ten-minute review

Every pay period gathers its checks automatically. Open it, scan the totals, and approve one by one or all at once. Adjust a check with a required note, hold one, release it to the next period. Everything you'd reach for is there, and everything is logged.

Approve all Adjustments with notes Hold & release PDF pay stubs Forecasted pipeline Deep links to any pay period
July 1–15 · pays Jul 20Approve all
RBRob Bennett
6 payouts · 2 bonuses
Approved
MPMaria Perez
4 payouts · 1 split
Approved
DKDevin Kim
Team pay · 3 reps
Needs review

Describe your pay plan once. Any pay plan.

Three knobs per rule: how much, when, and under what condition. Stack them into installments over months, front-and-back splits, tiered season rates, technician flat rates. And a plan that does not account for 100% of the commission, to the penny, cannot be saved.

Installments & offsets Tiered season rates Splits between reps Manager & upline pay Bonuses & deductions Delinquency holds
Plan · Veteran repAdds up ✓
20% at service
Front end · service date
1/5
Monthly installments
Remaining balance ÷ 4
4/5
Season tier bonus
Resolves at season close
Tiered

Summer blitz math, handled like a contract

Give a season a qualification window and every account that clears it is guaranteed, so a later cancellation cannot touch what was earned. Retention chargebacks and a season true-up settle on a date you pick, with a check-protection floor so no paycheck ever goes negative.

Qualification guarantee Retention chargebacks Season true-up Check-protection floor Tier resolution at close
Season · Summer 2026Settles Oct 1
Qualification
Active on Oct 1 → guaranteed
184 qualified
Assumed retention
Back ends held at 80%
80%
True-up
Reconciles to real retention
At settlement
Part two · Your data

Nothing here needs babysitting

Bring the CRM you already have. Swarm reads it, verifies it, and guards every fix you make by hand.

Your CRM feeds it. It can't break it.

Upload the export you already pull from any CRM, or connect a supported one for hands-free sync that verifies each account against the CRM's own records. Uploads only touch CRM-owned fields: your splits, edits, and notes are untouchable. And a status Swarm doesn't recognize is held and asked about, never guessed.

Verified CRM sync Column mapping Manual edits protected Duplicate detection Self-clearing review queue Full audit trail
Needs review2 open
Same-day duplicate
Acct 4417 · two contracts
Choose one
Value changed after lock
$2,400 → $2,150
Review
Unknown status "Actceptd"
Fixed in this morning's sync
Cleared itself

Every office under one roof

Each office keeps its own book (customers, CRM feed, its slice of the sales list) under one login. Money never splits: a rep who sells in two offices still gets one clean check, and account #47 in Phoenix never collides with account #47 in Tucson.

One login, every office A CRM feed per office, self-verified Office-aware duplicate checks Slice sales by office Invisible until office #2
OfficesOne login
Phoenix
25 sales · 4 reps
Synced 6:01am
Tucson
18 sales · 3 reps
Synced 6:04am
Flagstaff
10 sales · 2 reps
Synced 6:07am
Part three · Your team

From first interview to first check

The people side lives beside the money: recruit, sign, onboard, plan the season. Their sales match the day they are in.

Every rep, tech, and manager gets one card

Profiles with photos, pay plan and schedule assignments, per-rep stats (retention, sold-to-serviced, revenue), a scoreboard, and a self-serve portal where each person sees their own checks, sales, and goals from their phone, in the field, where Swarm installs to the home screen and opens like an app.

Rep portal Scoreboard & leaderboards Retention per cohort year Roles & permissions Team org & downlines
Scoreboard · this monthLive
1Rob Bennett
41 accounts
$61,200
2Maria Perez
36 accounts
$54,850
3Devin Kim
29 accounts
$43,975

From "met at a job fair" to first commission

A drag-and-drop pipeline for prospects, one-click handoff to onboarding, and real e-signed contracts built from your own agreement, with the rep's commission tiers rendered into the PDF they sign. The moment they're in, their sales match automatically.

Pipeline stages you define Prospect ratings E-sign contracts Onboarding wizard Auto-links their sales
Pipeline · Summer hiring7 of 10
Interviewing
Tyler M.
★★★★☆
Alexis R.
★★★☆☆
Contract out
Sam O.
Sent 2 days ago
Onboarding
Jess V.
Signed ✓

Model the season, then plan the whole operation

Forecast a season with real math (headcount, accounts, average contract value, retention), then convert it into a plan with live goals. Recruiting, sales, and the dashboard all show your pace against the target, day by working day.

A season is more than a number. Plan the market, the housing your crew stays in, the supplies to order, and the roster. New reps get a preseason portal that counts them down to day one with their homework and where they're staying.

Deterministic forecasts Forecast → plan → goals Live pace tracking Housing & supplies planning Roster & preseason portal Timeline view
Plan · Summer 2026On pace
Accounts · 812 of 1,100
Revenue · $487k of $640k
Reps committed · 14 of 16
Part four · Trust

It shows its work

Everything sends on schedule, every change is remembered, and your data exports any time. It is yours.

The busywork does itself, and proves it

Payout reports, pay-run summaries, approval reminders, sync alerts, each on its own schedule, with editable templates and a live preview. An automation-health panel shows every job, when it last ran, and who it goes to, so "did it send?" is never a mystery.

Auto-send payout reports Approval reminders Editable templates Automation health panel Visible "not sent" reasons
Email historyHealthy
Payout reports · Jul 20
14 recipients
Sent
Approval reminder
To payroll · 3 days early
Sent
Sync alert
Only if a sync fails
Standing by

Payroll data, treated like payroll data

Encrypted credentials, strict per-company isolation, rate-limited public endpoints, and a hardened content-security policy. Every manual change is audited with who, what, and why. Your data exports any time. It is yours.

Per-company isolation AES-256 encrypted secrets Full audit log One-click data export Rate-limited & hardened
Audit trailEverything logged
Adjustment +$150
"Missed upsell on 4417" · Jun 30
Owner
Sale excluded
"Test row from CRM" · Jun 28
Owner
Pay schedule edited
Unpaid checks re-targeted · Jun 24
Auto

Twenty minutes. Your pay plan. Live.

Bring your gnarliest commission scenario. That is the fun part.