Upvise vs Field Insight App

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

Field operations are tough: costs are rising, tracking is manual, visibility is low, and compliance slips through the cracks. Teams in construction, sales, retail, projects, and services need a single system that lifts productivity, cuts leakage, and shows what’s happening in real time. FieldInsight is an AI‑powered field workforce platform that helps you plan, assign, track, and verify work across large, distributed teams with ease. It automates scheduling, GPS attendance, route and visit tracking, expense verification, and compliance workflows—so managers get full visibility and teams get more done with less effort. What you can expect: • Up to 25% higher efficiency through smart scheduling, routing, and real‑time updates. • 20–25% lower conveyance and expense leakage with GPS-verified trips and geo-fenced checks. • End‑to‑end transparency with live dashboards, audit trails, and automated reports across all levels. • Built for India’s on‑ground reality, FieldInsight brings discipline, accountability, and control to large field teams—while keeping operational costs under check.