The SwiftReporter Business Suite

Version 1.3.0 is the biggest release in SwiftReporter history. Run your entire inspection business from one platform — from scheduling the appointment through collecting payment and delivering the report.

Appointments & Calendar

• Full calendar with Day, Week, Month, and List views
• Drag-and-drop rescheduling and event resizing directly on the calendar
• Today view for day-of readiness with status badges for payments and contracts
• Automatic notifications when appointments are created, rescheduled, or cancelled

Contacts (CRM-lite)

• Centralized contacts for customers and business contacts (agents, sellers)
• Role-based assignments per inspection — primary customer, additional customer, agent, and more
• Duplicate detection and merging to keep your contact list clean
• Multi-email and multi-phone support with E.164 phone normalization

Invoices & Payments

• Stripe Connect — funds go directly to your bank account
• Create and send invoices with secure embedded payment pages
• Configurable payment policies — full upfront, deposit, or pay-before-start
• Payments dashboard with monthly/yearly summaries and open invoice tracking
• Automated payment enforcement — alerts to you and your customer when payment is due before the inspection starts

Contracts & E-Sign

• Contract template builder powered by DocuSeal — upload PDFs, add signature fields, configure signer roles
• Send contracts for signing from any appointment or inspection
• Per-signer status tracking — see who has viewed, started, and completed signing
• Signed PDF storage linked to the inspection record
• Signed-copy delivery to designated receivers (e.g., agents)

Notifications & Reminders

• Email, SMS, and push — automated confirmations, reminders, and escalation alerts
• Role-aware messaging — customers receive action-oriented language; agents receive status updates
• Configurable reminder timing and per-role notification routing
• Audit logging for every notification sent

Customer Portal

• OTP login — customers access their portal with a one-time code, no password needed
• Dashboard showing upcoming appointments, outstanding invoices, and pending contracts
• Pay invoices and sign contracts directly from the portal
• Download inspection reports when available (with optional payment and contract gating)
• Inspector contact info always accessible

This release transforms SwiftReporter from a report-writing tool into a complete business platform for inspection professionals.