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.
Best for:
Surveying firms, property managers, and contractors with field teams of 5-200 staff
Real Results
“The software has significantly enabled a focus on quality and consistency. It saves me time and means I am more efficient. Good company and good people - great product.”
“The software itself is amazing for time management and passing files to members of the team to action a task. We've gone from one physical file passed between team members to a virtual file accessible to all team members at any stage in the process. The support from the developers has been second to none.”
“The customisable workflows have been invaluable to our business. We could not run our business without this software.”
Screenshots
Buyers book their own slot, and the job goes to a surveyor who knows that kind of building. The report rates each part of the house in words a buyer can follow.
The sun and moon switch a screen between light and dark, and a click opens it full size.
See all 77 screens in the product tourStop juggling spreadsheets, email, and separate scheduling tools. SwiftCase brings survey management, field capture, and reporting together: configured for how property businesses actually work.
Track surveys from instruction through inspection to report delivery. Full visibility at every stage.
Book site visits with availability management. Geographic allocation to minimise travel time.
Mobile-friendly forms for on-site data collection, saved straight to the case.
Capture site photos linked to surveys. Store documents with version control and full audit trail.
Template-based reports with merge fields. Generate professional documents from survey data automatically.
Give clients access to their surveys and reports. They see progress without chasing. You control visibility.
Whether you're running building surveys, managing commercial roofing projects, or handling property inspections: SwiftCase adapts to your workflows.
Residential and commercial surveys with mobile data capture, photo management, and automated report generation.
Job tracking from quote through completion. Manage crews, materials, and multi-site projects.
Inventory, check-out, and condition reports. Mobile capture with tenant and landlord portals.
Track property portfolios, schedule inspections, and maintain compliance documentation.
SwiftCase understands property workflows: geographic scheduling, mobile data capture, skills-based allocation, and the coordination between office and field.
Trigger actions on status changes. Send confirmation emails, create follow-up tasks, notify clients automatically.
Assign surveys based on surveyor qualifications, geography, and availability. A suitably qualified surveyor for each job.
Define turnaround times by survey type. Factor in travel and site complexity. Alerts before deadlines slip.
Track surveyor productivity, regional performance, and completion rates. OLAP pivot tables for real analysis.
Full history of every communication, site visit, and decision. Nothing lost between office and field.
Manage relationships with subcontractors and specialists. Track their work within your workflows.
Handle enquiries after hours. Send appointment reminders automatically. Let clients check status without calling. Switchboard puts AI agents on the phone, texts and email, connected to your SwiftCase data.
AI agents handle initial enquiries, capture property details, and open the case ready for a visit to be booked. Available when your office isn't.
Incoming emails sorted automatically. Key information extracted and linked to the right survey, with a draft reply for a person to approve.
Automated SMS reminders for site visits. Reduce no-access visits without manual follow-up calls.
Clients check survey status by phone or text. Verified access to their information only. No phone tag required.
“I can set up your survey request. What's the property postcode?”
“It's M1 4BT”
“Thanks. Which days suit you for the visit? I'll put them on the request for the surveyor.”
See how SwiftCase stacks up against the leading platforms for property teams.
Explore specific workflow automations built for property operations.
Survey Management
Inspection Scheduling
Property Report Generation
Tenancy Management
Building Compliance
Dilapidations Efficiently
EPC Management
Landlord Licensing Compliance
Property Valuation Workflow
Multi-Party Transactions
No pitch decks. No pressure. Just a conversation about your business and whether SwiftCase is the right fit.
