Jobsthatgetdone.
Reportsthatgetdelivered.
Survey management, field data capture, scheduling, and report generation— one platform for the complete property operation. From instruction to completion, nothing falls through the cracks.
Everything a survey operation needs
Stop juggling spreadsheets, email, and separate scheduling tools. SwiftCase brings survey management, field capture, and reporting together— configured for how property businesses actually work.
Survey Management
Track surveys from instruction through inspection to report delivery. Full visibility at every stage.
Appointment Scheduling
Book site visits with availability management. Geographic allocation to minimise travel time.
Field Data Capture
Mobile-friendly forms for on-site data collection. Works offline, syncs when connected.
Photo & Document Management
Capture site photos linked to surveys. Store documents with version control and full audit trail.
Report Generation
Template-based reports with merge fields. Generate professional documents from survey data automatically.
Client Portal
Give clients access to their surveys and reports. They see progress without chasing. You control visibility.
Works for your property business
Whether you're running building surveys, managing commercial roofing projects, or handling property inspections—SwiftCase adapts to your workflows.
Building Surveys
Residential and commercial surveys with mobile data capture, photo management, and automated report generation.
Commercial Roofing
Job tracking from quote through completion. Manage crews, materials, and multi-site projects.
Property Inspections
Inventory, check-out, and condition reports. Mobile capture with tenant and landlord portals.
Asset Assessments
Track property portfolios, schedule inspections, and maintain compliance documentation.
Built for field operations
SwiftCase understands property workflows—geographic scheduling, mobile data capture, skills-based allocation, and the coordination between office and field.
Workflow Automation
Trigger actions on status changes. Send confirmation emails, create follow-up tasks, notify clients automatically.
Skills-Based Allocation
Assign surveys based on surveyor qualifications, geography, and availability. The right person for every job.
SLA Tracking
Define turnaround times by survey type. Factor in travel and site complexity. Alerts before deadlines slip.
Operations Analytics
Track surveyor productivity, regional performance, and completion rates. OLAP pivot tables for real analysis.
Notes & Collaboration
Full history of every communication, site visit, and decision. Nothing lost between office and field.
Contractor Management
Manage relationships with subcontractors and specialists. Track their work within your workflows.
AI that keeps things moving
Handle enquiries after hours. Send appointment reminders automatically. Let clients check status without calling. Switchboard puts AI agents on every channel—connected to your SwiftCase data.
Enquiry Handling
AI agents handle initial enquiries, capture property details, and book appointments. Available when your office isn't.
Email Triage
Incoming emails classified and routed automatically. Key information extracted. Linked to the right survey.
Appointment Reminders
Automated SMS reminders for site visits. Reduce no-access visits without manual follow-up calls.
Status Updates
Clients check survey status via chat. Verified access to their information only. No phone tag required.
Appointment Booking Example
“I can book your survey. What's the property postcode?”
“It's M1 4BT”
“I have availability on Thursday 14th at 10am or Friday 15th at 2pm. Which works better?”
Leading Commercial Roofing Contractor
A UK-wide commercial roofing contractor managing projects across hotels, retail, and industrial properties—tracking 38,800+ projects through SwiftCase.
See how SwiftCase fits your operation
No pitch decks. No pressure. Just a conversation about your business and whether SwiftCase is the right fit.