05 · The Edge
Things no other platform does.
Every line below names something retailers live with today — and what SwiftRebate replaces it with. Not roadmap. Inside the platform now.
01
Eight tools, none that talk. CRM here, VEU quoter there, solar designer somewhere else, a spreadsheet holding it all together.
— The cure
One platform. Every job.
CRM, proposal, design, scheduling, inventory, compliance, invoicing and accounting — all in one workflow. No integrations, no IT person, no Zapier middleware to maintain.
02
Multiple portal subscriptions, each with their own login, their own price, their own monthly fee — even in months you don't work.
— The cure
No subscription. PAYG.
Pay per activity you complete. Pay for the data you store. Quiet month? Smaller bill. Big month? It scales with the work. Spokes pay nothing.
03
Same customer, same job, same data — entered four times into four different systems. Mistakes compound from there.
— The cure
Enter once. Used everywhere.
One property record drives the proposal, the quote, the install, the certificate, the invoice. SwiftAgent — the AI layer — handles compliance work that lived in eight portals.
04
Paperwork piles up. Forms get filled wrong. Submissions sit waiting for a signature that's stuck in someone's inbox.
— The cure
Paperwork that fills itself.
Forms generated from the job record. Signatures captured on-glass at site. AP endorsement queued, not emailed. Submission packet assembles itself the moment evidence is complete.
05
Equipment dispatched. Vehicle empty. Then a phone call: the indoor unit is still in the warehouse. Or worse — at the wrong site.
— The cure
Nothing leaves wrong.
OCR on packaging at dispatch captures model and serial. Proposal-versus-physical match enforced before any vehicle leaves the warehouse. Returns workflow for cancellations.
06
Six months after install, a complaint lands. Photos? Maybe on someone's phone. Certificate? Possibly emailed. Signatures? Who knows.
— The cure
One job. One record. Forever.
Every photo, signature, certificate and serial number lives on the job record. Immutable. AWS Sydney. REC 5 yr. VEU 6 yr. Audit-ready from day one.