Upvise vs Fluix Docs

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

Fluix is a mobile-first platform that helps field teams work faster, safer, and stay compliant - even offline. Easily fill out checklists, collect data, complete tasks, and collaborate in real time. Automate workflows like safety management, inspections, and training for full visibility at every stage. Instantly generate and share professional reports with internal and external stakeholders - all in one streamlined platform. KEY FEATURES: • Digital checklists and mobile data collection with an offline mode • Drawings, annotations, and comments • Geolocation, timestamps & photo documentation • Workflow automation with multi-step approvals • Real-time notifications & reminders • Non-conformance reporting • File version control and audit trails • Document history and document management • External user access for vendors and contractors • Cloud storage with form recovery options • Reports by collected data and account performance • Built-in integrations • Secure access with role-based permissions and SSO USE CASES: SAFETY MANAGEMENT • Conduct mobile safety inspections and audits • Collect data with gadgets in the field • Report incidents and near-misses with photos and notes • Distribute safety protocols and SOPs • Access and manage safety documentation in the field • Complete risk assessments and job hazard analyses • Assign and monitor corrective and preventive actions INSPECTION MANAGEMENT • Replace paper forms with mobile-ready digital templates • Automate and standardize inspections • Perform inspections on-site, even offline • Document issues instantly using photos, geotags and notes • Schedule inspections and automate reminders • Analyze inspection data to identify trends and risks • Generate and share professional inspection reports with stakeholders FIELD COMPLIANCE • Track completion of required forms, checklists, and audits • Ensure teams follow SOPs, safety standards, and regulatory guidelines • Capture and submit compliance data directly from the field • Automatically route documents for review and approval • Maintain version control and access history for audit readiness • Flag and follow up on non-compliance issues with corrective actions • Store compliance records securely with cloud backup TRAINING • Use editable templates or import your own training content • Distribute training manuals and SOPs • Automate training workflows • Track who’s completed training • Stay audit-ready with up-to-date training records • Set expiration dates for certifications and schedule re-training • Provide role-based access to training content APPROVAL MANAGEMENT • Create multi-step approval workflows • Route documents and tasks automatically • Set automated reminders to prevent delays • Track approval status in real time • Capture e-signatures • Maintain a full audit trail of all approval actions • Speed up approvals while reducing manual follow-ups CONTRACT MANAGEMENT • Digitize contract forms and template • Automatically prefill contract forms with existing data • Assign roles and permissions to manage edits • Track version history and document changes • Collect e-signatures on-site or remotely • Store contracts securely • Ensure compliance with regulated document retention policies Fluix is designed for teams in construction, aviation, energy, HVAC, and other field-intensive industries. It fits both small businesses and large enterprises, offering scalable solutions to fit complex and unique workflows. The platform is ISO 27001 and SOC2 certified, ensuring secure and compliant data handling.