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How do you keep track of leads from different places? Swivl puts every lead from your website, instant quotes, ads, the AI Receptionist and manual entry into one leads dashboard. You can see which source each lead came from, read its notes and media, and convert it into an estimate, a job or a customer in one click.
Capture, track, and convert every lead, all in one place.
In this guide, we’ll show you how Swivl helps you manage your entire lead pipeline effortlessly. From leads generated through your website, AI receptionist, ads, and instant quote requests, to tracking performance and converting them into estimates or jobs, everything is centralized so nothing slips through the cracks.
Whether leads come in automatically or manually, Swivl gives you full visibility and the tools you need to turn more inquiries into paying customers.
What You’ll Learn: Where your leads come from (website, ads, AI receptionist, instant quotes) How to track lead sources and performance Viewing and managing leads in one dashboard Converting leads into estimates, jobs, or customers Understanding jobs vs tasks in Swivl Adding leads manually
How do you add your team to Swivl? Invite each person by email, give them a role that controls what they can see and do, and set their pay rate and labor burden so job costing is accurate. Swivl has no per-user fees: unlimited users are included on the free plan.
How do you move your customers to Swivl from another tool like Jobber, Housecall Pro or a spreadsheet? Export your customers as a CSV, upload it in Swivl, match the columns, preview, and import. You can then manage every customer, contact and address in Swivl's free CRM.
What is a task in Swivl? A task is one visit or piece of field work inside a job. You create it, assign a technician, set the date and time on the schedule, and the tech sees it in the Swivl mobile app with the customer address, notes and checklist, then clocks time against it.
Start free. Unlimited users, no card, no contract.
