SwiftTask
AI-generated estimates, agreements, and team scheduling
The Challenge
Field service and operations teams struggled with disconnected tools for estimates, agreements, scheduling, and collaboration. Manual workflows created bottlenecks, delayed response times, and made resource optimization nearly impossible at scale.
Constraints & Requirements
- AI-generated estimates must be accurate enough for client-facing proposals
- Real-time collaboration with live streaming and activity feeds
- Complex scheduling optimization across multiple teams and zones
- Secure digital agreement signing with audit trails
Our Approach
Discover
Analyzed workflows of 6 field service teams to identify bottlenecks in estimate creation, agreement handling, and worker scheduling.
Design
Designed an AI-first UX where estimates, schedules, and agreements are generated with minimal manual input. Built interactive dashboards for team leads.
Build
Full-stack platform with Gen AI for estimate generation, live streaming for collaboration, interactive feeds, and intelligent scheduling engine.
Launch
Internal beta with MavenCode teams, iterating on AI accuracy and scheduling optimization before wider rollout.
Iterate
Added automated follow-ups, predictive scheduling based on historical patterns, and mobile-first worker app.
The Solution
AI-powered workflow management platform with automated estimates, digital agreements, live collaboration tools, and intelligent worker scheduling.