The complete feature list, split by who uses it. Support workers, support coordinators, what both share, and the platform underneath.

For support workers

Support worker features

Everything a sole trader needs to document support, stay compliant and get paid.

My Day home screen

Today's supports, upcoming events, new handovers, new messages and important updates — on one deliberately small screen. You know what needs you without opening anything.

Shift notes

Participant, date, start and finish, support category, support provided, outcome and progress, comments, incident indicator. Draft until you complete it, then locked.

Handover

Short, factual, operational — for the next worker. Optional "needs follow-up" flag turns it into an action item on the coordinator's dashboard.

Incident reporting

Injury, behavioural, medication, missing person, property damage, safeguarding, other — with severity, immediate action, emergency services and notification tracking.

Invoice creation & PDF

Auto-populated from the completed shift note. Your business details and the participant's plan manager are saved once and reused every time.

Time-of-day rate presets

Weekday day, weekday evening, Saturday, Sunday and public holiday rates per support item — chosen automatically from the shift's date and time, by state.

Travel & expense line items

Kilometres at your saved per-km rate, provider travel time, entry fees, parking and purchases — with a receipt photo attached.

Send & track invoices

Emailed straight to the stored plan-manager address, then tracked: Draft → Generated → Sent → Paid, with Overdue flagged and Cancelled available.

Safety & community tools

Quick access to emergency phone numbers — 000 and 131 444 — plus the coordinator's card and the participant's emergency contacts. Tapping one opens your phone's dialler; SW Ally does not place the call or send your location. Community location tools are planned. SW Ally is not an emergency service.

For coordinators

Support coordinator features

Free on every feature, with no time limit and no participant cap.

Needs Attention dashboard

Open incidents, missing shift notes, unread messages, pending tasks, upcoming events and overdue RFS — in one ranked list that answers "what needs me?"

Missing documentation alerts

Support recorded with no shift note is detected automatically, with a one-tap Remind worker. The end of chasing paperwork by text message.

Unlimited participants & workers

Add participants, invite workers by email, assign and unassign them. Assignment is what grants access — remove it and access ends immediately.

Shift note review

Every note for your participants, across all their workers, with outcomes and progress. Filter by participant, worker or date range.

Incident management

Notified on submission. Move it through Acknowledged → Investigating → Resolved with updates, attachments and a complete audit trail.

Dashboard posts

Official updates workers read but can't reply to — with "seen by 4 of 6" so you know an important update actually landed.

Tasks & support requests

Assign a task with a due date and follow it Pending → Completed → Verified. Direct coordinator-to-worker, not a public marketplace.

RFS Builder

Requests for Service auto-filled from the participant record, branded with your logo, emailed to several providers, and tracked to a response. With consent confirmation and initials-only by default.

Progress report export

A PDF summary of a participant across any date range — notes, outcomes, incidents and goal progress. What a plan review actually needs. Available in the web app.

Invoice status visibility

See whether your participants' supports have been invoiced and paid — without touching a worker's rates or financial settings.

Basic reporting

Activity across your caseload — notes written, incidents open and closed, documentation gaps, worker engagement.

Shared

Shared between both

The participant record itself — one entity, never duplicated per relationship.

Participant overview

Coordinator, assigned workers, next event and the essentials — first thing you see.

Important Information

Preferences, key contacts, communication needs — permanently visible, never buried in old notes.

What's New

Answers "what changed since I last supported this person?" — new handover, posts, calendar changes, messages, alerts.

Participant calendar

Supports, appointments, meetings, transport and other events — with created and updated by, automatically.

Team communication

Participant-linked messages with read status, attachments and full history. Operational, not a social feed.

Documents

Permission-based storage with secure upload validation and private, signed access.

Underneath

Platform foundations

The parts nobody markets and everybody depends on.

Install it like an app

A progressive web app — add it to your home screen, with its own icon, from any phone. No app store, no update prompts.

Honest about connection

The app detects when it is offline and says so plainly, rather than showing a spinner. Notes are submitted when you are back online.

Australian data residency

Application, database and document storage in Sydney (ap-southeast-2), with automated backups and tested restores.

Relationship-based access

Permissions come from participant assignments and coordinator links, enforced server-side on every request. Changing an ID in a URL returns "not found".

Audit logging

Sensitive actions are recorded — who, what, when — including every administrative action taken by SW Ally staff.

Accessibility

Designed for font scaling, contrast, screen-reader labels and keyboard operation. Non-negotiable in this sector.

See it with your own participants