Upvise vs GoFormz Mobile Forms & Reports

Upvise for iPhone & iPad offers mobile + cloud access to your customer information available on the web. Upvise offers: • a complete customer relationship life-cycle management (CRM) software for managing Sales, Deals, Quotes & Invoices in a single system. • a powerful Forms app to create custom forms in minutes and gather data from the field • a Jobs management system to create, schedule, assign and complete work orders • a Timesheet app to log and submit time, and organize team schedule • a Projects app to collaborate with Tasks, milestones and plans. • an Equipment app to manage your equipment database Features: • Offline Access and syncing with your web account • Send quotes, forms & invoices in PDF directly from your phone by email * Ability to Call contacts directly from within the app and log calls subsequently • Take Photo and attach it to Contact, quote & invoices • Signature Capture for forms and quote approval • Map View & GPS : show all contacts near your current location • Custom Fields

Easily digitize your paper forms for use on phones, tablets, and computers using the GoFormz online form builder – no code or IT support required! GoFormz is the only mobile forms solution that allows teams to maintain the exact formatting of their original work forms or create brand new mobile forms from scratch. With GoFormz, you can easily capture data from anywhere, even while offline in remote locations. Rapidly collect field data, access mobile forms in real-time, generate and share professional PDFs, submit work from any location, store completed forms in the Cloud and route data to integrated platforms. Using the GoFormz drag-and-drop digital form builder, easily upload and customize your paper forms, with powerful new data types, like: - Images & Sketches - Maps & GPS - Electronic Signatures - Automatic Calculations - Pre-Populated Fields - Barcode Scanning & Drop Down menus With mobile forms, automate the completion and processing of inspections, checklists, work orders, invoices, audits, and more. Using GoFormz digital forms empowers your team to capture data in the field and immediately route it where it needs to go, increasing business agility, accuracy, and productivity. - Eliminate paper forms and manual data collection - Automate notifications, routing, and common tasks with simple logic - Capture electronic signatures - Work offline from anywhere - Improve data accuracy and avoid incomplete forms - Centralize your records and easily search forms by keyword - Include new types of data in your forms, like photos, maps, and digital signatures - Monitor operations in real-time with instantaneous data and reporting - Connect GoFormz with your other business systems (like Procore, Salesforce, Autodesk BIM 360, Smartsheet, ServiceMax, Box, Sheets, OneDrive, and more) through our existing integrations and API - Dispatch pre-filled forms and instantly update records GoFormz mobile forms have empowered thousands of customers to generate professional, shareable digital forms that look exactly like their original documents (or utilize popular form templates). Digital form templates frequently generated by customers include: - Work Orders - Sales Agreements - Project Proposals - Invoices - Checklists - Estimates - Inspections - Sign-In Sheets - Timesheets - Audits Make your forms dynamic and guide user data entry with easy-to-use form logic: - Dynamically make form fields required based on a user, input data, drop-down selections, and more - Easily add instant calculations to rapidly calculate totals and improve accuracy - Rapidly capture multiple electronic signatures within the same form - Automatically highlight important fields based on a user or input data - Instantly populate fields with data when a form is generated or dispatched - Immediately route forms to supervisors, colleagues, clients, and more based on a template or input data Digital forms empower your workforce to collect data and complete paperwork within a familiar interface while leveraging powerful integrations, logic, and automation to take your data further. Sign up for GoFormz and digitize your forms collection (or use a free starter form template) today. Digitizing your work forms can help your operation achieve incredible results, like: - Significant budget and time savings (no time spent delivering forms, rekeying data, etc.) - Improved visibility into field team activities due to real-time data, automated form routing, and more - Accelerated approvals via electronic signatures - Better data capture via form logic and dynamic fields (like Required fields, Conditional Logic, etc.) - Increased insight into job sites, franchise locations, and offices