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ABOUT SWITCHBASE

All-in-One Operations & Event Solutions​

SwitchBase is the operational platform built for shared spaces.

Anything that needs attention — across every department, every day — gets submitted, routed to the right people, completed the right way, and recorded professionally. One platform that gets used by everyone.

SwitchBase Mobile

SwitchBase transforms venues and event operations with AI-powered Incident Management, Guest Services, Status tracking, Patrol, EMT Dispatch, Lost & Found, VIP services, Special Requests, Custodial, Maintenance, Inventory, Deliveries, Visitor Check-in, Announcements, Magic Moments, and more.

It's quite a list, which will never stop growing. If there is a need, we'll design the solution.

the SwitchBase mobile app

  • SwitchBase also places a Mobile Command Center at your fingertips — seamlessly integrating our AI-driven:

    SwitchBase Mobile

  • Learn all about it in our Mobile App Resource Center article

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Your Home + Dashboards​

Dashboards are curated collections of Widgets designed to track incidents, dispatch solutions, allocate resources, and deliver filtered Reports.

Acting as your operational nerve center, Dashboards instantly organize and share your organization's growing DataBase of actionable information — much like a central Switchboard once did.

  • Ergo, SwitchBase

    Switchboard

  1. Tap your Home button to:

    • Select Dashboards from either the Home page tiles or your Navigation panel
    • Respond to any Unread Chat Messages
    • Link quickly to your most Recently Visited Resources
    • Launch Forms immediately by clicking the +Orange button

    Home 1

  2. Segment and filter Dashboard Records with Widgets! For example:

    • A. Event Controller → sort Events by Name, Date, and Event Markers
    • B. Filters → filter by Status, Department, Description, etc.
    • C. Records Table → display Status, Issue, Department, Description, Location, etc.
    • D. Charts → track progress with Charts

    Dashboard

  3. Use the Toolbar at the top of SwitchBase to your advantage:

    • A. Sync Status → see if your Records and Chats are updating quickly
    • B. Share Dashboard → share your Dashboard with individuals and Groups
    • C. Clear Filters → clear all of your filters with a single click
    • D. Date Range → select from All Data or 30, 60, 90, 180, and 365 days
    • E. Download Report → turn your Dashboard into a PDF Report
    • F. +Orange Create Record → click to start a new Record

    Toolbar

How stable is your Web connection?

  • The Sync Status cloud will give you a Sync Error (!) if your connection is interrupted for any reason

    Sync error

  • When the connection is restored, your Sync Status will return a comforting ✓ indicating all is well

Filter your Dashboards​

  1. Organize and segment your Records with:

    • A. Dashboards → ex. Event Command Center, Post Event Report, Lost & Found, Patrol, Work Orders, etc.
    • B. Filters → ex. Event, Issue Status, Department, Description, etc.
    • C. Records Table → click any Record to open and make updates → ex. change 'Issue Status' to Created > Dispatched > Closed

    Open Record

Share your Dashboards​

Share your Dashboards with whoever you wish — and block sharing to those who shouldn't see your Records.

A quick glance at your Dashboard's Share button tells you if your Dashboard is:

Private → Only you can see it!

private

Shared → Lists the Individuals or Teams you've shared with → ex. 9

shared

Learn more in our Share Dashboards article.

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Create Incident Records + Forms​

Records are created with intuitive Forms tailored to your exacting needs.

Creating Records is a snap. For example, Ward slipped and spilled his drink, and popcorn, all over the concourse above Section 107.

Create Record

To create a Record → and track the status of Ward's colossal spill:

  1. Click the +Orange Create Record icon

    Orange +

  2. Pick your Form → ex. Issue

    issue g

    Related & Shortcut Forms

    • A. Related Forms → Forms related to the active Dashboard appear at the top of the Create Record panel for snappy access → ex. this Dashboard is composed of Event and Issue Records

    • B. Other Forms → other potential Forms appear below, where they can all be accessed quickly → ex. Found Item, Patrol, Work Order...

      Related Forms

    • C. Shortcuts → To save time on repetitive incidents, Shortcuts can be added.

      • ex. Guest Services, Report Wet Spill

      Shortcuts

Complete your Form​

  1. Fill in your Form (See Try the Super-Quick Selection Menus below)

    fill

  2. To save, click:

    • A. Create → Save and leave the Record open to review
    • B. Create + → 'Create & Start Another' Record immediately (Recommended)
    • C. Cancel → Return without saving a Record

    all options

Try the Super-Quick Selection Menus​

Check this out

  • You may have hundreds of Locations and long lists of Issues. To select quickly, simply enter a few letters or numbers →

    • w for "Wet Spill"
    • C or cl for "Club Section"
    • 7 for 'Section 107'
    • s7 also for 'Section 107'

  • Everything matching the letters and numbers will pop up in the blink of an eye. Simply pick from the list!

    wc7s7

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Update & Track Records​

To track and alter Records:

  1. Open any Record in your Records Table → by simply clicking on it

  2. In the Edit Record panel, update your record → ex. change the Issue Status to Dispatched

  3. Select X to Close an open Record

    Dispatchedt

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Advance Event Markers​

Many venues use Event Markers to switch between the various stages of an Event. These markers allow for granular, post-event analysis.

To advance Event Markers for an active Event:

  1. Click the advance icon in the Event Controller to switch between stages → ex. Set-up > Doors Open > 1st Quarter >...

    Markers

  2. Tap Continue to confirm → ex. Change to Doors Open

    Open

  3. Notice that the Event Marker is ready to progress to the next stage → ex. Change to 1st Quarter

    1st q

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Save Time with Shortcuts!​

Shortcuts are customized, pre-populated templates. With Shortcuts, you can pre-select default Values and hide unnecessary Fields. You'll pick from 2 types of Shortcut Forms:

A. Event Form Shortcuts​

  1. Open Event Shortcuts by first clicking Add Event

    short1

  2. Pick from the list! Event Shortcuts may include Basketball, Concert, Hockey, or Other

    shortalt text

B. All Other Shortcuts​

  1. Click the +Orange Create Record icon

    +

  2. Pick your Form → ex. Issue

    issue g

  3. Choose a Shortcut from the Create Record panel → ex. Wheelchair Request

    wheelchair

  4. The Shortcut Form will be partially completed! Finish it and hit Create!

    Fill in

Create all the shortcuts you like!

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Delete Records​

To delete a Record:

  1. Click the ellipsis (...) at the top of a Record

  2. Click Delete Record

    Delete

  3. Click the Delete button to confirm the deletion

    Edit Record

Why can't I delete Records?
  • Permission to delete Records is set in your Role designation
  • If you need to delete, consult with your Supervisor, Manager, or Admin, who may contact SwitchBase about a Role update

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Summarize Records with AI​

Use AI to generate and refine a summary of an event:

  1. Select an Event from your Event Controller

  2. Click the Open Event icon → to view the full Event Record

    open event

  3. Scroll down and find your 'Summary' Field → and click its AI icon

    AI 1

  4. Blink as your event's Records are summarized → then click the Refine bar if you need to edit the AI summary

    AI 4

  5. Improve your summary by adding or excluding information → ex. "Focus the top of the summary on Magic Moments." → then click Refine again

    AI 2.5 refine

Learn a lot More about AI summaries

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Download PDF Reports​

To filter and create a PDF Report:

  1. Select a Dashboard

  2. Filter your Report:

    • A. Filter Events in the Event Controller
    • B. Apply optional Filters → ex. Spill, Dispatched, Custodial

  3. Click the Print / Download button

    Print download

  4. Include or Exclude the Dashboard's Title → by checking or unchecking the box

  5. Select either Portrait or Landscape

  6. Click Download

    Print Record

    Share, print, or post your PDF reports

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Use SwitchBase Chat​

Communicate instantly with your teams and individual members with SwitchBase Chat.

Built into both Mobile and Web, event and venue communications have never been easier.

Web chat

Learn to use Chat with SwitchBase Web in our Resource Center.

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Try SwitchBase SMS​

SwitchBase SMS provides a fully managed, compliant, and scalable SMS system. Let our team handle the technical setup, number acquisition, and opt-out.

Manage your inbound messages through a shared Inbox with Quick Replies, thread filtering, and AI-assisted functionality — which instantly converts threads into incident Records in your Dashboards for immediate action.

alt text

Learn to Use SwitchBase SMS in our Resource Center.

visit the Mobile App Guide

Mobile App — SMS & Chat​

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