Every account gets a private lead address — find it on Clients → Leads, it looks like q-…@in.swardops.com. Forward any enquiry email to it and the lead appears with the person, their company, the site address, phone number and a one-line summary of what they want. The full original is kept as a note.
Two more no-typing routes on the Leads page:
- Paste a message — copy a WhatsApp, text or DM in and it's read the same way.
- Dictate — tap the mic and say it.
Texts forwarded from a registered staff mobile to your SwardOps number become leads automatically too.
And one that comes in from the van. When a neighbour comes out while the crew are on a job, the crew app has Someone wants a price — on any visit, and under New work on their Today screen. They take the name, number, address and what's wanted, and it lands on your Leads page marked From the crew. Their phone's position is saved with it, so you can find the place even if the address is half a guess, and the quote visit you book later goes to that pin rather than the middle of the postcode.
If they've had a look while they're there, they tick I've had a look and add photos and notes. That arrives as a finished quote visit dated that day, so you can price it without sending anyone back out. It all works with no signal and syncs when they get some. Switch it off under Settings → Features → Crew can take an enquiry. Nothing is ever sent to the enquirer — it only reaches you.
However it arrives, you carry on the same way: pick One-off quote, Contract or Project from the lead card.