Features
Everything your dispatch operation needs. Nothing it doesn't.
SwiftDispatch is built around the real workflow of a 3 to 15 technician HVAC team — intake, dispatch, field updates, quotes, and closeout in one operating flow.
Real-time dispatch board
A Kanban-style board showing every open job, its status, and which technician owns it. Drag to reassign, filter by status, and see the full picture without calling anyone.
- Job columns: New, Assigned, En Route, In Progress, Quote Sent, Completed
- Drag-and-drop technician assignment
- Live status updates as technicians move jobs forward
- Board filtered by your company — no cross-tenant data
No-install technician portal
Technicians access their jobs through a mobile-optimized web portal. No app store, no MDM policy, no forcing a tool install on someone else's phone.
- Secure login with handle and PIN — no email account required
- View assigned jobs and customer details
- Update job status from the field
- Add notes and request parts without calling the office
SMS-first customer communication
Customers get text updates at each stage of the job — dispatch, en route, and completion — without the office needing to make a single call.
- Automated status texts triggered by technician updates
- Quote approval links sent by SMS
- Customer confirms or declines with one tap — no account needed
- Powered by Twilio with your own phone number
Quote builder and digital approvals
Build a quote while the technician is still on-site, send it by text, and let the customer approve before the tech packs up. No follow-up calls, no lost paperwork.
- Line-item quote builder inside the job detail
- One-click send by SMS with a secure approval link
- Quote status updates live on the dispatch board
- Accepted and rejected quotes tracked with timestamps
Customer intake portal
A public-facing intake URL your customers can use to request service. Submissions become active jobs on the board immediately — no manual re-entry.
- Embeddable or shareable intake link per company
- Captures name, phone, address, and issue description
- Rate-limited and validated at submission
- New jobs appear on the dispatch board instantly
Operational analytics
See how your team is performing without stitching together spreadsheets. Response time, quote conversion, and revenue momentum in one view.
- Average response time from intake to dispatch
- Quote sent rate and approval conversion
- Revenue by period and technician
- Job volume trends over time
Role-based access
Owners, dispatchers, and technicians each get the view and controls appropriate to their role. Nothing more, nothing less.
- Admin role: full access including user management and settings
- Dispatcher role: board access, job management, quote sending
- Technician role: field portal only — no back-office access
- Role enforcement at the API layer, not just the UI
Built for multi-company operations
Every record is isolated to your company. Row-level security at the database layer ensures one tenant never sees another's data.
- Supabase Row Level Security on every table
- Company ID enforced server-side on all reads and writes
- Separate technician pools, job boards, and customers per company
- Demo mode keeps sandbox data clearly separated from live jobs
Ready to see it in action?
A 30-minute walkthrough is worth more than any feature list.
Book a demo and we will walk through the exact workflow for your team size and current dispatch setup.