Our second full year brought features that help businesses manage money, measure performance, and extend access to partners.
Purchase Orders
Supplier management gets serious with full purchase order capabilities:
Create POs from cases with automatic product lookup. Search for products, select suppliers, and SwiftCase finds the right pricing automatically.
Add products on the fly. If a product doesn't exist, create it. If a supplier doesn't carry it, add it to their catalogue. The system adapts to your needs.
Track costs against cases. Every purchase order links back to the case that generated it. See total spend at a glance. Generate accurate costings for billing.
For businesses that coordinate work through suppliers, this transforms financial visibility.
Statistics That Matter
The new statistics engine calculates key metrics from your case data:
- Number of cases by status, product, or time period
- Average time between statuses
- Cases matching specific criteria
- Trend analysis over time
Results cache for performance, refreshing when underlying data changes. Build dashboards that show what matters without waiting for queries to run.
Principal Portal
Partners and principals now get their own portal access. They see:
- Their cases and statuses
- Relevant documents and communications
- Statistics for their portfolio
It's a window into your operations without giving away the keys. Principals stay informed without calling for updates.
Announcements on Profiles
Important messages can now appear on user profiles. System announcements, policy updates, urgent notices: users see them when they log in and when they view their profile.
Better than email for information that must be seen. Persistent until acknowledged.
Richer Documents
Document templates now support custom images with captions. Insert product photos, signature images, or diagrams that enhance your generated documents.
Combined with improved image handling throughout the system, documents look more professional and communicate more clearly.
Automatic Emails by User Type
Events can now send emails to specific user types automatically. When a case reaches a certain status, email all suppliers. When an inspection completes, notify the client automatically.
No manual selection. No missed notifications. The right people hear at the right time.
Copy Field Data
A new operation copies data between fields. When an inspection address should match the customer address, copy it automatically. When a delivery date should default to appointment date, set it up once.
Reduces repetitive data entry. Ensures consistency across related fields.
Ready to automate your workflows?
SwiftCase helps operations teams streamline their processes with powerful workflow automation, case management, and AI-powered communication tools.