Commercial Roofing Contractor
A UK-wide commercial roofing contractor uses SwiftCase to manage complex projects, coordinate nationwide teams, and deliver excellence across hotels, retail, and industrial properties.
About This Organisation
This organisation has established itself as one of the UK's premier commercial roofing contractors, supporting customers with bespoke roofing solutions across the country. Over the past decade, they've cultivated deep expertise across sectors including hotels, retail, and industrial units.
Their comprehensive service offering includes flat roof refurbishments, roof coatings, metal roofing, green roofs, and rope access management. This breadth of capability requires sophisticated project management and coordination across multiple teams, contractors, and client sites.
Services Managed in SwiftCase
- Flat Roof Refurbishments
- Commercial Roof Coatings
- Metal Roofing & Overcladding
- Green Roof Installations
- Rope Access Management
- Emergency Callouts
- Planned Maintenance
- Site Inspections
The Challenge
Commercial roofing projects are inherently complex. Each job requires careful coordination of surveys, quotations, risk assessments, material procurement, scheduling, and compliance documentation. This organisation needed a system that could handle:
- 1Multiple Work Types: From quick emergency callouts to multi-month projects worth hundreds of thousands of pounds, each requiring different workflows and approvals.
- 2Health & Safety Compliance: Construction Phase Plans, Risk Assessments, Method Statements, and Work at Height Permits must be generated and approved for every job.
- 3Field Coordination: Engineers across the UK need real-time access to job details, the ability to capture on-site information, and instant communication with the office.
- 4Financial Integration: Seamless connection with Xero accounting to manage invoicing across thousands of jobs without manual data entry.
The SwiftCase Solution
Custom Workflows
Six distinct workflow types configured for Surveys, Jobs, Callouts, Projects, Site Inspections, and Gutter Cleans - each with tailored stages and approval gates.
45 Document Templates
Comprehensive template library including quotations, worksheets, risk assessments, method statements, permits, invoices, and progress reports.
52 Email Automations
Automated notifications for job allocation, RAMS approval/decline, customer sign-offs, invoicing triggers, and progress updates.
Xero Integration
Direct integration with Xero accounting software enables automated invoice creation and financial tracking without double-entry.
Multi-Party Access
9,400+ users across internal staff, client organisations, field engineers, and third-party contractors - all with appropriate access controls.
Google Sheets Reporting
Custom integrations push live data to Google Sheets for advanced reporting and analysis beyond standard dashboards.
Results & Impact
Work Type Breakdown
8+ Years of Partnership
Platform Launch
Implemented SwiftCase to manage surveys, jobs, and callouts with custom workflows.
Xero Integration
Direct accounting integration eliminates manual invoice data entry and improves cash flow visibility.
Expanded Workflows
Added Project and Site Inspection workflows to handle larger commercial contracts.
Document Evolution
Enhanced RAMS and CPP templates with POW-specific risk assessments for complex projects.
Continued Growth
Managing 9,700+ cases annually with 9,400+ active users across the platform.
Ready to Transform Your Operations?
See how SwiftCase can help your construction or field service business manage complex projects, ensure compliance, and scale efficiently.