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Field Service Solution

Get AI Estimates, Ready the Moment You Start a Job

With Swivl’s AI Estimator, creating a customer-ready estimate feels effortless. All you do is enter a job name or number, and the AI instantly retrieves the service details already saved in your CRM. It applies your configured pricing from the price book and prepares a professional estimate that’s ready for your approval.

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Here's How Swivl Helps You

Zero Manual Data Entry

AI retrieves all job and customer information for you

Traditional estimating requires tracking down customer details, job scope, and service requirements. Swivl eliminates that repetitive work by automatically loading the information already connected to the job in your CRM. Every detail the system knows is instantly included in the estimate, reducing back-and-forth and making the process nearly hands-off.

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Accurate Pricing With Your Price Book

Every estimate uses your rates, your margins, and your pricing rules

There is no guesswork or inconsistent quoting. Swivl uses the items and costs set in your price book to make sure every estimate reflects your true pricing. Labor, materials, markups, and taxes are all applied correctly, making your estimates both professional and profitable while maintaining total control over how your business charges.

Approve and Share Instantly

Send estimates while customers are still actively considering you

Once the AI builds the estimate, you simply review and approve. It is ready to send through email, SMS, or download as a shareable document. Customers get their quote faster, and your business becomes the first to respond. This speed leads to higher conversions and more jobs secured before competitors even prepare their quotes.

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Smart Token-Based Automation

Use automation exactly when you need it

The AI Estimator is powered by tokens, allowing you to scale its usage based on your workload. You only consume tokens when the AI generates an estimate, which makes it a cost-efficient tool that pays off by saving hours of manual effort. Whether you quote a few jobs a week or dozens a day, you stay fully in control of your automation investment.

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Grow With Swivl

Scale your plumbing operations without worrying about software limits. Swivl gives you free access to core features, unlimited users, and unlimited invoices.

Common Questions

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