Our clients are a firm who provide expert industrial and commercial roofing solutions. They focus on providing nationwide maintenance services, involving both fixed term contracts and on-call maintenance.
They needed a system to more efficiently manage and track each stage of their business process from the initial survey, to roof installation or repair, to on-going customer care.
SwiftCase replaced the client’s inefficient administration methods with browser-based case management software which automates the full range of their workflow.
A profit-calculator feature was implemented as part of the system, allowing automated evaluation of whether a job is profitable before starting.
Automated allocation of staff members to relevant tasks.
The ability to create and share standardised documents with their customers in a straightforward and secure manner.
Before our clients implemented SwiftCase, they relied on a combination of various software programs and paper documentation, which was inefficient, slow, and made it difficult to go back and review previous records.
Allocating staff was done manually, by making phone calls and keeping a spread sheet of available workers.
Sharing documents with clients involved either emailing or sending a physical paper copy, which was unreliable and unmonitored.
By replacing administration methods with a browser based software solution, the client is now able to save time and resources, with secure, role-based access from desktop PCs, tablets and smartphones.
SwiftCase was configured for the client so that they can now monitor every step of the roofing process, providing increased compliance and customer satisfaction. They also have accurate and detailed records kept of all the work they do, the time it was undertaken, and which staff member was involved at each stage, providing better accountability.
With the profit calculator feature, the client can automatically work out whether a job is worth taking on, making a quick evaluation of its profitability, in terms of percentage.
Sharing documents with clients became much easier and more secure. All relevant documents can be sent internally through SwiftCase, without relying on email or physical copies. The document manager feature allows users to upload and organise documents specific to one case, viewable to anyone with the correct permissions.
Having standardised paragraphs for staff to select from, rather than having to write documents from scratch on every job, provided increased consistency, reduced reporting errors and saved time.
The time taken for the roofing installation process from start to finish, including customer care, was greatly reduced. This allowed increased customer volume, using the same resources, with the business now focused on organising and implementing profitable installation work rather than time- consuming administration tasks.