Simplify Lead Tracking and Conversion with Upvoit’s Smart Lead Management Feature
Automate lead tracking, follow-ups, and reporting to win more jobs without manual chaos.
The fatigue from tracking every inquiry manually
Unorganized Pipeline
Leads scattered across emails and messages make it difficult to track progress or prioritize next steps.
Slow Conversions
Manual lead tracking slows down response time, letting competitors convert faster while your team catches up.
Zero Visibility
Managers often lack clarity on lead stages, performance, and ownership, which leads to poor forecasting and accountability.
Lost Revenue
Untracked leads mean missed jobs, lower conversions, and inconsistent revenue for growing service businesses.
Smart Lead Tracking Made for Every Industry and Role
Plumbing
Cleaning
HVAC
Lawn Care
Pool Maintenance
Handyman
Tree Care
Roofing
Landscape
Electrical
Streamlined Lead Management That Keeps Revenue Flowing Steady
Get real-time visibility into leads, follow-ups, and conversions to close deals faster than ever.
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Drag & Drop Scheduling
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Conflict Alerts
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Recurring Jobs
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Smart Assignments
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Real-Time Updates
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Calendar & Map View
Watch How Smart Lead Management Works
What Smarter Lead Management Feels Like
Faster Conversions
Turn inquiries into confirmed jobs quickly with smart tracking and instant follow-ups.
Stronger Pipeline
Maintain a healthy flow of leads ready for quick conversion anytime.
Continuous Growth
With better tracking, your team spends less time chasing and more time closing.
Smarter Insights
Understand which lead sources and campaigns bring the most revenue growth.
Seamless Integrations That Keep Data Always in Sync
Upvoit connects your entire business with tools like QuickBooks, Xero, Stripe, Zapier, Square and more. Every lead, quote, and conversion syncs automatically. It reduces manual work, improves accuracy, and keeps your financial and operational data completely aligned.
“We were growing fast, but managing schedules and payments was getting out of hand. Clients would change timings, staff would forget updates, and it was hard to keep track. Upvoit made everything so much easier. The team checks in from their phones, I see updates live, and invoices go out the same day. It’s honestly the first system that didn’t make my job harder.”
“Keeping track of electricians on multiple sites used to drive me crazy. Someone was always late, someone forgot to log a job, and I’d spend half my day chasing updates. Upvoit changed that completely. Now I can see who’s on which site and what’s done in real time. We finish jobs faster and I don’t have to make constant follow-up calls anymore.”
“We had zero clarity on which projects were profitable. Crew hours, fuel, invoices, all scattered. Upvoit finally connected everything. Now I can see live project costs and team efficiency from my phone. We’ve saved over 12 hours a week and caught errors we didn’t even know existed.”
“We were running on whiteboards, WhatsApp, and memory. If one call got missed, the entire day fell apart. With Upvoit, dispatch takes two minutes. Invoices go out the same day. I used to work 14-hour days, now I’m home by dinner.”
Our biggest pain was communication. Jobs delayed, invoices sitting unsent, and customers asking for updates we didn’t have. Upvoit gave us visibility on every technician, every ticket, every dollar owed. We’re collecting payments 3x faster and finally stopped chasing paper.”
We were juggling five different tools just to track daily jobs. Things slipped through the cracks, missed call-backs, unpaid invoices, you name it. After switching to Upvoit, our entire team runs from one screen. Techs update jobs from the field, customers get notified instantly, and we haven’t missed a single appointment in months.”
“Before Upvoit, every week was a mess. Jobs overlapped, crews got mixed up, and I was stuck calling people all day just to see where everyone was. Now everything updates on its own. I can check my phone and know exactly who’s doing what. We don’t double-book anymore and the stress is just gone.”
Frequently asked questions
Common questions field teams ask about lead tracking and conversion tools.
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What is the Lead Management feature in Upvoit?
Upvoit’s Lead Management feature helps service businesses capture, organize, and convert leads from multiple sources into confirmed jobs, all from one place.
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How does Upvoit help with lead tracking?
Upvoit tracks every inquiry from start to finish. You can view lead sources, assign owners, and monitor conversions in real time.
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Can I convert leads directly into jobs or invoices?
Yes. Once a lead is ready, you can instantly convert it into a scheduled job or invoice without re-entering any data.
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Does Upvoit integrate with my existing CRM or marketing tools?
Yes. Upvoit connects with tools like QuickBooks, Zapier, Stripe, and more to ensure all your lead and customer data stay in sync.
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Can I assign leads to specific team members?
Absolutely. Assign leads manually or automatically, set reminders, and track progress for each team member.
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Does Upvoit support automated follow-ups for leads?
Yes. You can set automated reminders and notifications to ensure every lead receives timely communication and follow-up.
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Is the lead management feature mobile-friendly?
Of course. Your team can manage, update, and track leads directly from the Upvoit mobile app.
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Can I import existing leads into Upvoit?
Yes. You can easily import leads from spreadsheets, CRMs, or marketing platforms to start tracking them instantly.
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Can Upvoit handle multiple lead pipelines?
Yes. You can create multiple pipelines for different services, teams, or regions, keeping everything organized and trackable.
