Upvoit: Field Service Management & Scheduling Software
Upvoit helps small and mid-market service providers coordinate field operations. It is designed for teams that need to manage dispatching and billing in one platform.
At a glance
- Category
- Operations
- Best for
- 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.
- Key use cases
- Field Crew Coordination, Billing and Payment Collection, Workforce Time Tracking, Customer Portal Access
- Integrations
- QuickBooks, Xero, Stripe, Square, Make
- Official website
- upvoit.com
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
Tools to assign jobs to technicians and manage schedules to help avoid double-booking.
Tracking of technician location and job progress in real time for field staff.
A system for creating, assigning, and monitoring work orders from start to completion.
Tools to generate quotes and invoices with accounting integrations.
An app for field teams to access job notes, photos, and checklists.
Digital inspection templates and safety checklists that can be tailored to industry needs.
AI-supported tools for scheduling, routing, and forecasting.
Use Cases
Scheduling and dispatching technicians to job sites based on location and availability.
Generating invoices and quotes to transition from manual paper tracking to digital billing.
Managing technician timesheets and payroll records through the platform.
Providing clients with secure access to view job progress and download invoices.
Best For
Integrations
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.
FAQ
Most teams are reported to be fully set up within 5 to 7 days, with support for importing existing jobs and clients.
Yes, a 14-day free trial is available with no credit card required.
Yes, it is designed to be customizable for various sectors including HVAC, plumbing, roofing, and pest control.
Yes, the platform allows the management of multiple branches or locations from a single dashboard.
Source category: Operations
Source subcategory: Field Service Management
