Everything in Swift Serve Pro
One app for the office, the crew and your customers. Every feature is in the one plan.
Scheduling and your crew
One calendar for the whole business, and a simple day for the people in the field.
One calendar for everything
Jobs, estimate visits and appointments on one schedule, in list, week or month view. Each person on your team has their own color.
Crew assignment
Put one or more people on a job. They get a text when they're scheduled, moved or taken off it.
On my way, start, finish
Your crew taps through each job from their phone, and the customer gets the right text at the right moment.
Time clock
Clock in and out with one tap. You can fix a missed clock-out, and the hours feed the payroll report.
Estimates and getting paid
Quotes customers can say yes to from their phone, and invoices that get paid online.
Estimates with options
Offer good, better and best options, or optional add-ons, and let the customer choose. Hand them your phone at the door, or send a PDF.
Approval from a link
Text or email a link. The customer approves on their phone, and you can see when they opened it.
Deposits
Ask for a deposit when a quote is approved. The customer gets a “Pay your deposit” button and automatic reminders until it's paid.
Off until you turn it on in Settings.
Quote follow-ups
A list of quotes still waiting on an answer, each with a ready-to-send text.
Invoices and online payments
Send the invoice when the job is done. Customers pay by card through your own Stripe or Helcim account, so the money goes straight to you. Record cash and checks too.
Bank (ACH) payments work with Helcim.
Prepay plans
Let customers pay for their next service in monthly payments, with an agreement they accept online and automatic charges.
Works with Helcim.
Texting, calls and your inbox
Every conversation with a customer in one place, from your business number.
Two-way texting
Text customers from your business number, photos included, and see every reply in one shared inbox for you and your office.
AI labels
Each new text or voicemail gets a label like “Needs a reply” or “Wants to book / quote”, so you see what matters first.
Uses the AI helpers, which you switch on in Settings. They run within the plan's monthly AI allowance.
Call forwarding and voicemail
Calls to your business number ring your cell and show who's calling. Missed calls go to voicemail, with the recording and a written transcript in the inbox, and can get an automatic text back.
Texting rules built in
STOP is always honored, and automatic texts only go out during daytime hours in your time zone.
Texts to many customers
Send a seasonal note or a new-number notice to a list of customers, with opt-outs handled for you.
Photos
Job photos that protect you, and before-and-afters that sell your work.
Before-and-after pairs
A shot checklist, a see-through overlay to line up the after with the before, automatic pairing, and a side-by-side picture with your logo.
Privacy blur
Faces, license plates and house numbers are blurred on the copies used for marketing. Your original photos are never changed.
Uses the AI helpers, which you switch on in Settings. They run within the plan's monthly AI allowance.
Property photos stay private
Photos that document a property are kept apart from the ones you use for marketing.
Works with a weak signal
Photos are saved on the phone first and upload when you're back in range.
Customers and the customer portal
Everything about a customer on one page, and a place for them to see it too.
One page per customer
Phones, emails, addresses, gate codes, tags and notes, with every job, estimate, invoice and text.
Customer portal
Your customers sign in with their phone number to see their jobs, estimates, invoices and photos. They can pay, approve a quote, send you a note or ask for service. It carries your business's name.
Import from Housecall Pro or Jobber
Bring customers, jobs, estimates, invoices and your price list over from Housecall Pro, Jobber or any spreadsheet (CSV). If an import doesn't look right, undo it with one tap.
Marketing
Tools that help you get the next job, and nothing goes public without your say-so.
Posts you approve
Each week the app drafts social posts from your own before-and-afters, plus a blog post. Nothing goes out until you approve it. Posts go to Facebook and Instagram, and blog posts to your WordPress site.
Uses the AI helpers, which you switch on in Settings. They run within the plan's monthly AI allowance.
Google
Ready-to-paste posts for your Google Business Profile, and a monthly search report from your own Google account.
Email campaigns
Send email campaigns from your own domain, with unsubscribes handled for you.
Reviews and reminders
Ask for a Google review after a job, and get a ready-to-send text when a customer is due for service again.
Flyer walks
Record your flyer and door-hanger walks on a map, see which streets are due again, and see which flyer designs bring in calls and jobs.
Walk recording uses the iPhone app.
Reports, logins and control
Know how the business is doing, and decide who sees what.
Reports
Revenue, jobs done, unpaid invoices and who owes you, profit and loss, payroll hours, and which marketing brings in work.
Crew logins
Owners, office staff and techs each get their own login, with no limit on how many. New logins wait for your approval.
“What techs can see”
You decide whether techs see prices and totals, invoices and payments, every job or only their own, customer phone numbers and team notes.
Phone notifications
Banners for new texts, calls, approvals and payments, with quiet hours. Techs only get banners about the schedule.
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Sign-up is opening soon. Founding spots are limited to 10.