Coordinate site visits across multiple surveyors, inspectors, and regions with intelligent diary management and route optimisation.
Coordinating inspection appointments across field staff, property occupants, and managing agents using phone calls and shared calendars wastes hours every week. Double-bookings, wasted travel, and no-shows erode margins and frustrate clients.
Admin staff spend hours calling occupants, cross-checking surveyor calendars, and juggling appointment changes.
Without route planning, surveyors criss-cross postcodes, wasting fuel and losing billable inspection slots.
Occupants forget appointments when confirmations rely on a single phone call or email with no automated reminders.
Purpose-built capabilities — not generic templates you have to work around.
Let occupants and managing agents self-book inspection slots via a branded portal, synced to surveyor availability.
Group inspections by postcode cluster and suggest optimal visit sequences to minimise travel between sites.
Send SMS and email reminders at configurable intervals before the appointment to reduce no-shows.
Quickly reassign or move appointments with drag-and-drop, automatically notifying all affected parties.
See real-time surveyor locations and appointment status so dispatchers can respond to cancellations or delays instantly.
When a survey instruction or periodic inspection is due, the system identifies the property, required inspection type, and access arrangements.
Available slots are sent to the occupant or managing agent via email/SMS. They select a convenient time through the booking portal.
The system groups confirmed appointments by geography and assigns them to the nearest qualified surveyor, optimising the daily route.
Automated reminders are sent 48 hours and 2 hours before the visit. The surveyor receives a mobile briefing pack with property details and access notes.
Once the inspection is marked complete on the mobile app, post-visit actions — such as report generation or follow-up works — are triggered automatically.
Try these tools to assess and improve your operations.
Yes. SwiftCase provides a branded self-service portal where occupants or managing agents choose from available time slots, which sync directly with surveyor diaries.
Yes. For large portfolios or block inspections, you can schedule multi-day programmes with the system optimising the visit sequence across the full programme.
Configurable SMS and email reminders are sent at intervals you define — typically 48 hours and 2 hours before the appointment. Occupants can reschedule via a link in the reminder.
Discover how SwiftCase automates inspection booking, optimises routes, and slashes no-show rates for property professionals.
