AI TOOL PROFILE
Upvoit: Field Service Management & Scheduling Software
- Operations
- Field Service Management
- Small Businesses
- Mid-Market Companies
- Enterprise service providers
Pricing
The Growth plan starts at $18 per user per month (billed yearly) or $20 per user per month. An Enterprise Custom plan is available with volume discounts and priority support.
At a glance
- Best for
- Small Businesses, Mid-Market Companies, Enterprise service providers
- Key use cases
- Field Crew Coordination, Billing and Payment Collection, Workforce Time Tracking, Customer Portal Access
- Integrations
- QuickBooks, Xero, Stripe, Square, Make
- Official website
- Visit upvoit official website
How AI is used
Upvoit is a field service management tool designed for businesses that send technicians into the field, such as HVAC, plumbing, and landscaping companies. It centralizes scheduling, work order management, and billing to support digital workflows instead of manual spreadsheets or messaging apps.
The software is designed for various scales, from small crews to larger operations. It provides visibility into field activities, allowing managers to track technician locations and job progress in real time while providing field teams with a mobile app for updates and checklists.
Buyers should confirm that while the software is customizable, deep custom feature builds may involve additional costs. It is also recommended to verify if specific reporting needs are met by the standard dashboard features.
Key Features
Job Scheduling and Dispatch
Tools to assign jobs to technicians and manage schedules to help avoid double-booking.
Technician Tracking
Tracking of technician location and job progress in real time for field staff.
Work Order Management
A system for creating, assigning, and monitoring work orders from start to completion.
Invoicing and Quotations
Tools to generate quotes and invoices with accounting integrations.
Mobile App
An app for field teams to access job notes, photos, and checklists.
Custom Forms
Digital inspection templates and safety checklists that can be tailored to industry needs.
AI Capabilities
AI-supported tools for scheduling, routing, and forecasting.
Use Cases
Field Crew Coordination
Scheduling and dispatching technicians to job sites based on location and availability.
Billing and Payment Collection
Generating invoices and quotes to transition from manual paper tracking to digital billing.
Workforce Time Tracking
Managing technician timesheets and payroll records through the platform.
Customer Portal Access
Providing clients with secure access to view job progress and download invoices.
Integrations
- QuickBooks
- Xero
- Stripe
- Square
- Make
FAQ
How long does the setup process take for Upvoit?
- Most teams are reported to be fully set up within 5 to 7 days, with support for importing existing jobs and clients.
Is there a free trial available for Upvoit?
- Yes, a 14-day free trial is available with no credit card required.
Can Upvoit handle different industry workflows?
- Yes, it is designed to be customizable for various sectors including HVAC, plumbing, roofing, and pest control.
Does Upvoit support multi-location businesses?
- Yes, the platform allows the management of multiple branches or locations from a single dashboard.
Source category: Operations
Source subcategory: Field Service Management
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