One shared calendar
Visits and job schedule on the same calendar. Conflict detection prevents double-booking the same team member.
Feature · Visits
Schedule site visits. Capture field reality.
BuilderSwift Visits let you schedule on-site visits, dispatch the right team member, and capture notes & photos from the field — every visit logged on the opportunity it belongs to. The office and the field see one calendar and one record.
One shared field calendar
Notes & photos from any device
Customer confirmations
Why Visits
The site visit is where deals are won or lost — get it right.
Mis-scheduled, under-documented site visits are one of the biggest sources of lost margin in remodeling. BuilderSwift makes them disciplined — scheduled, photographed, and tied back to the same record as the proposal that follows.
One calendar for the office and the field.
Visits and job schedule live on the same calendar. Dispatchers see where everyone is, customers get a confirmation, and field staff see exactly what's expected of them — without texting back and forth.
Real site context, captured at the source.
Photos, voice notes, and measure-ups attach to the visit and the opportunity. The estimator who writes the proposal sees what the project manager saw at the kitchen table.
1
Smart scheduling
Drag-and-drop visits onto a shared calendar with conflict detection so you don't double-book the office or the driveway.
2
Customer confirmations
Customers get a confirmation with the visit window, address, and assigned team member — reminders go out automatically.
3
Field notes & photos
Photos, voice notes, and write-ups attach to the visit — not to a personal phone that forgets them next week.
4
Visit → opportunity
Every visit lives on the opportunity record so context, notes, photos, and the proposal all stay together.
What you get
Capabilities built for the visit-to-proposal cycle.
Customer confirmations
Customers get a confirmation email or text with the time, address, and assigned team member. Reminders cut no-shows dramatically.
Photos from the field
Capture before, during, and after shots from phone or tablet. Each photo attaches to the visit and the opportunity.
Voice notes
Tired of typing on a small screen? Record voice notes from the field. They attach to the visit and play back in the office.
Visit notes & measures
Written notes, measure-ups, and scope observations are captured at the source — and follow the record to the proposal step.
Assigned team member
Every visit has an owner — the estimator, project manager, or foreman who's accountable for the walkthrough and the follow-up.
Outcomes
Better visits mean better proposals — and better margin.
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Fewer no-shows
Customer confirmations and reminders eliminate the reschedules that eat hours of office time every week.
+%
Higher close rate
Disciplined site visits, with the right estimator and the right photos, close more bids at higher margins.
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One record per job
The visit, the notes, the photos, the proposal, and the job schedule all live on the same opportunity — no context lost.
From the field
What contractors tell us about this feature.
“Field photos showed up on the right job record the moment they were taken. No more texting photos to the office at 9pm — the team has what they need when they need it.”
Designed for
Built for the team that lives between the office and the kitchen table.
Estimators doing site walks
Move from "I'll text you the photos later" to a clean, complete record that flows straight into the proposal.
Dispatchers running the calendar
One calendar for visits and jobs. Conflict detection prevents double-booking the same team member or the same address.
Project managers in the field
Capture photos and notes at the site — not in a notebook that gets coffee on it on the way home.
FAQ
Visits questions, answered.
How does BuilderSwift handle site visit scheduling?
From any opportunity, schedule a visit, assign a team member, pick a window, and the
customer gets a confirmation. Visits show up on the same schedule as jobs, so the office and the field see
one calendar.
Can my team capture photos and notes from the field?
Yes. From any phone or tablet, your team can add photos, voice notes, and written notes
to a visit. Everything is attached to the opportunity — no emailing photos to themselves later.
Do customers get visit reminders?
Yes. Customers receive a confirmation email or text with the time, address, and the
assigned team member. Reminders go out ahead of the visit so no-shows drop dramatically.
Does every visit connect back to an opportunity?
Yes. Every visit is logged on the opportunity record, so the office sees the full story
— site visit, photos, notes, scope decisions, then the proposal that follows.
What happens if a visit is rescheduled?
Reschedule from the office or the field — the customer is re-notified automatically. The
visit record keeps the history so you can see how many times a job moved before it landed.
Discipline in the field
Every visit captured. Every photo preserved. Every opportunity complete.
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