Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Docket Reviews & Ratings
    58 Ratings
    Company Website
  • CompanyCam Reviews & Ratings
    5,580 Ratings
    Company Website
  • Resco Field Service+ Reviews & Ratings
    4 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    10,191 Ratings
    Company Website
  • SalesTarget.ai Reviews & Ratings
    42 Ratings
    Company Website
  • Connecteam Reviews & Ratings
    9,587 Ratings
    Company Website
  • Repair-CRM Reviews & Ratings
    37 Ratings
    Company Website
  • WERX Reviews & Ratings
    35 Ratings
    Company Website
  • Shippo Reviews & Ratings
    907 Ratings
    Company Website
  • Nasdaq Metrio Reviews & Ratings
    14 Ratings
    Company Website

What is Upvise?

Effectively oversee your leads by meticulously tracking phone calls, meetings, notes, and tasks to rapidly assess their potential. Understanding the current stage of each opportunity, the key participants, the advancements made, and the likelihood of a successful closure is essential for every lead. Being able to accurately project your sales figures for the upcoming week, month, and quarter is also crucial. Customize your Sales Pipeline to fit your specific requirements by modifying the number of stages in the sales cycle and evaluating the closure probability for each phase. Gain immediate access to detailed reports that outline the overall activity levels of each sales representative, encompassing their meetings, notes, phone calls, and any unique forms they have used. Set reminders for deals that have not received updates within a designated period to ensure no opportunities slip away. Motivate your sales team by showcasing their real-time commissions on every deal, fostering an environment that balances competition and collaboration. The comprehensive dashboard provides a quick overview of upcoming tasks and key performance indicators for your team, keeping you updated on their progress and overall effectiveness. This holistic strategy not only streamlines sales workflows but also empowers your team to reach their goals with greater efficiency and enthusiasm. By implementing these practices, you can significantly enhance your team's productivity and drive better results in your sales efforts.

What is Onsite 7?

Onsite 7 job management software is designed to handle all elements of your operations, extending from the job site to the office, and covering various functions such as sales, surveys, administrative responsibilities, installation processes, and ongoing support, which helps you gain better oversight while conserving precious time and resources for your company. The founders, who have extensive experience managing installation companies in both retail and commercial sectors, have leveraged their in-depth understanding of the entire supply chain, including aspects like sales, surveying, material sourcing, installation, and maintenance, to develop Onsite 7 into a powerful job management tool. With a solid foothold in the UK market, Onsite 7 has become a top choice for trade job management software, particularly among businesses in industries such as fenestration, electrical, plumbing, and retail/commercial, thanks to its all-inclusive 'out of the box features,' quick implementation, and intuitive user interface. Opting for Onsite 7 guarantees that our outstanding job management software will assist you throughout your workflow, enabling tradespeople to work with greater efficiency and effectiveness. Furthermore, the ability to customize the software to suit specific operational needs allows businesses to adapt and thrive in a competitive landscape. Discover the transformative impact that specialized job management can have on optimizing your processes and fostering the growth of your enterprise.

Media

Media

Integrations Supported

Desktop.com
Kynection KIM
QuickBooks Online
Xero

Integrations Supported

Desktop.com
Kynection KIM
QuickBooks Online
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$12.00/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Upvise

Date Founded

2008

Company Location

Singapore

Company Website

www.upvise.com

Company Facts

Organization Name

Onsite 7

Company Location

Wales

Company Website

onsite7.co.uk

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Popular Alternatives

Popular Alternatives

CSOne Reviews & Ratings

CSOne

Libran Business Systems
ez service manager Reviews & Ratings

ez service manager

ez Management
Quadra Reviews & Ratings

Quadra

ERTH Corporation
Snapforce Reviews & Ratings

Snapforce

SnapForce Technologies