Swytch Hub Mobile
Business CRM & Automation
Free · Designed for iPad. Not verified for macOS.
Run your business from one powerful platform. Swytch Hub brings CRM, leads, scheduling, estimates, invoices, payments, messaging, campaigns, projects and more together.
Swytch Hub is the mobile companion for the Swytch business platform, a commercial SaaS solution designed for organizations of all sizes.
Swytch combines business communications, customer management, field service operations, scheduling, and AI-powered automation into a single secure cloud platform. Businesses can manage their teams, customers, and daily operations from anywhere using the Swytch mobile app.
Key Features
- Business calling and communications
- Customer Relationship Management (CRM)
- Lead & Sales Pipeline Management
- Estimates, Invoicing & Payments
- Appointment Scheduling & Calendar Sync
- Work Orders, Dispatch & Technician Management
- Route Optimization & En Route Tracking
- Customer Messaging & Team Collaboration
- Marketing Campaigns & Automation
- AI-Powered Business Tools
- Time Tracking & Employee Scheduling
- Customer Portal & Service Agreements
- Reporting & Business Insights
- Secure cloud access from anywhere
Swytch is designed for home service companies, contractors, field service organizations, professional services, healthcare providers, retailers, and other businesses looking to streamline operations, improve customer experiences, and grow efficiently.
Swytch is a commercial multi-tenant SaaS platform. Businesses subscribe to the service and provide accounts for their authorized users to securely access company communications, customer information, work orders, scheduling, and business operations.
more UI enhancement to leads filtering and notary screen
3.8 16h ago
UI enhancement to the notary page and UI fix to text notifications
3.7 1d ago
UI / Bug fix for the phone system and UI enhancement to invoices
3.6 2d ago
UI enhancement for the the leads screen to include a button for create work order. Also some UI updates to the POS product screen
3.5 3d ago
UI enhancement to the Notary section and also UI enhancement on products page.
3.4 4d ago
Fixed Pricing Bot UI to create an estimate draft
3.3 5d ago
UI enhancements in the customer hub and invoice hub. Also changed some UI settings in the notary for color changes for light/dark mode.
3.2 Sep 26
Made some updates to the notary hub to make it more user friendly and flows better for the notaries.
3.1 Sep 25
This release improves swytch dialer module
3.0 Sep 24
This release improves Time Keeping by allowing businesses to configure break and lunch durations, optionally let employees select their expected duration, and display both start and remaining times. Call Logs and Recordings now appear newest-first, support inbound and outbound calls, and provide improved access to recordings and transcriptions.
2.9 Sep 22
UI permission changes to fix a bug on the modules that display and user access
2.8 Sep 21
This release expands several existing business-management features and introduces the mobile Notary Hub.
The Notary Hub allows authorized business users to:
- View and manage notary appointments
- Create journal entries
- Scan an identification document to populate journal information
- Mark an appointment En Route and Arrived
- Record business mileage associated with a notary appointment
Camera access is initiated only when the user intentionally selects the ID-scanning feature. The captured information is used to populate the user’s business journal entry.
Location access supports technician and employee tracking, En Route/Arrived job activity, route history, and business-mileage calculations. These features are available only to authorized users within their organization. Location tracking begins through an explicit user action associated with work or appointment activity.
The Employee Tracking feature is restricted to authorized administrative users and displays location information only for workers associated with their organization.
This release also includes:
- Improved Technician Hub status progression
- Appointment editing, rescheduling, and filtering
- Swytch business calling from calendar appointments
- Mobile financial-document actions
- Full-screen message-image viewing
- Navigation, stability, and crash fixes
No consumer advertising or unrelated location tracking is performed. Camera and location access are used only for the business workflows described above.
2.7 Sep 19
UI enhancements to the Technician hub and the bottom toolbar on the Product Inventory hub.
2.6 Sep 14
Updated UI fix for product Management and the mobile phone to allow to show which phone number is getting the call.
2.5 Sep 11
Improved technician workflows with simplified job and timekeeping views, weekly hour tracking, time-change requests, and more consistent access to Messaging and Project Hubs. Also includes performance and stability improvements.
2.4 Sep 10
Small UI enhancement on TimeKeeping and Workorders
2.3 Sep 6
Improved timekeeping, work-order access, project messaging, billing workflows, notifications, calling reliability, and overall app performance.
2.2 Sep 3
Improved work-order automation controls so communications requiring review are sent only after confirmation. Added clearer service-address visibility in Dispatch and Tech Hub, improved project and team-messaging notifications, and strengthened technician permissions and project visibility. Also improved multi-company account switching, administrator access, parent-and-child customer communication routing, dark-mode visibility, and overall stability.
2.1 Sep 2
Improved setup, administrator-controlled enrollment, device compatibility messaging, and payment instructions.
2.0 Sep 1
What’s New:
- Improved team and multi-technician scheduling so jobs appear for every assigned technician.
- Synchronized technician assignments across the Tech Hub, dispatch board, work-order details, notifications, and Swytch calendars.
- Added meeting links to mobile calendar events.
- Added customer document controls, allowing staff to mark files as customer-visible or staff-only.
- Added the same document-sharing controls inside Tech Hub job and work-order details.
- Improved invoice and estimate workflows to respect each organization’s delivery preferences, including “Send now” and “Save without sending.”
- Expanded estimate emails to support up to six options, including individual Stripe payment links.
- Expanded access to Project Hub, Task Lists, Business Health, Revenue Operations, and Agreement Billing based on organization and user permissions.
- Improved general usability and workflow consistency.
1.7 Aug 20
This update improves multi-business calling, technician scheduling, project management, and mobile estimates. Users can now receive calls across assigned businesses, select technicians based on availability, create end-of-day project reports, and present up to six estimate options. Customers can choose, approve, and sign estimates directly on the technician’s mobile device.
1.6 Aug 19
Improved dispatch so each job appears only once, eliminating duplicate job and work-order records.
Added quick access from dispatch records to complete work-order details.
Added technician availability when scheduling additional jobs, including a manual override option.
Technicians can now switch between jobs without clocking out and back in.
Added live timers for the current clocked-in session, activity, and assigned job.
General performance and reliability improvements.
1.5 Aug 18
We’re excited to introduce new features and improvements that make managing your business with Swytch Mobile even easier:
AI Pricing Drafts – Save AI-generated pricing without creating an estimate or assigning it to a work order. Saved pricing drafts can be found, reopened, reviewed, and updated later.
Saved Project Visualizations – AI-generated finished-project visualizations are now saved with pricing drafts and can be viewed again when a draft is reopened.
Push Notifications – Receive alerts for new emails, customer text messages, and team messages, including when the app is closed.
Improved Email Experience – Read and scroll through complete emails, view images, access attachments, and quickly reply or forward from the top of the message.
Enhanced Messaging – Text messaging has its own dedicated area, with improved number selection and support for choosing a preferred business number.
Improved Phone and Contact Identification – Caller and messaging records can display matching customer, lead, and employee names.
Booking and Appointment Management – Review appointments and access options to edit, reassign, call, or cancel bookings.
Improved Estimates and Invoices – Use fractional quantities for labor hours and other line items. Saved drafts can be reopened, edited, updated, and sent when ready.
Improved Financial Document Visibility – Updated colors and contrast make the Review Financial Documents controls easier to see and use.
Work Order Closeout Reminders – Technicians are reminded to add visit notes and photos before closing a job, while retaining the option to complete the work order when appropriate.
Enhanced Timekeeping and Tracking – Improved technician tracking and timekeeping reliability during active shifts and job travel.
Revenue Operations – Expanded mobile access to Revenue Operations tools for authorized users.
Performance and Stability Improvements – Additional bug fixes, navigation improvements, and usability enhancements throughout the app.
Thank you for using Swytch! We’re continually adding features and improvements to help you manage your business more efficiently.
1.4 Aug 15
Here is updated App Store “What’s New” verbiage ready to paste:
We’re excited to introduce new features and improvements designed to make managing your business from Swytch Mobile even easier:
Push Notifications – Receive alerts for new emails, customer text messages, and team messages, including when the app is closed.
Improved Email Experience – Read and scroll through complete emails, view images, access attachments, and quickly reply or forward from the top of the message.
Enhanced Messaging – Text messaging now has its own dedicated area, with improved number selection and support for choosing a preferred business number.
Improved Phone and Contact Identification – Caller and messaging records can display matching customer, lead, and employee names.
Booking and Appointment Management – Review appointments and access options to edit, reassign, call, or cancel bookings.
Improved Estimates and Invoices – Use fractional quantities for labor hours and other line items. Saved drafts can now be reopened, edited, updated, and sent when ready.
Work Order Closeout Reminders – Technicians are reminded to add visit notes and photos before closing a job, while retaining the option to complete the work order when appropriate.
Enhanced Timekeeping and Tracking – Improved technician tracking and timekeeping reliability during active shifts and job travel.
Revenue Operations – Expanded mobile access to Revenue Operations tools for authorized users.
Performance and Stability Improvements – Additional bug fixes, navigation improvements, and usability enhancements throughout the app.
Thank you for using Swytch! We’re continually adding features and improvements to help you manage your business more efficiently.
1.3 Aug 8
We’re excited to introduce several new features and enhancements that make managing your business even easier:
Lead and Work Order Checklists – View and complete required checklists directly within leads and work orders.
Improved Estimate and Invoice Creation – Create estimates and invoices from the Tech Hub with the correct customer information automatically applied.
Enhanced AI Pricing Assistant – Pricing results now feature clearer descriptions and improved price formatting for easier review.
Maps Integration – Tap a service address in the Tech Hub to open directions in Apple Maps or Google Maps.
Improved Scheduling – Fixed duplicate and incorrect shift times so technicians see only their assigned schedule.
Improved Customer Calling – Customer calls now use Swytch Connect or the organization’s main business number.
Work Order Documents – View documents attached to work orders directly from the Tech Hub.
Enhanced Email Management – Swipe messages for quick actions and select multiple emails to move or delete.
Performance and Stability Improvements – General bug fixes, performance enhancements, and usability improvements throughout the app.
Thank you for using Swytch! We’re continuously adding features and improvements to help you run your business more efficiently.
1.2 Aug 5
UI enhancement to leads filtering and notary screen
more Version 3.8 16h ago
Data Linked to You The following data may be collected and linked to your identity:
Location Contact Info User Content Identifiers Data Not Linked to You The following data may be collected but it is not linked to your identity:
User Content Identifiers Usage Data Diagnostics