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What is Upvoit?

Upvoit is a modern Field Service Management (FSM) solution designed to help service businesses streamline daily operations, reduce busywork, and run their teams more effectively. Manage your entire operation from one platform, including job scheduling, technician dispatch, CRM, work orders, estimates, invoicing, payroll, customer communication, and real-time job tracking. With Upvoit, you can: ✅ Plan and assign jobs faster ✅ Turn incoming customer emails into work orders ✅ Handle multiple jobs in bulk with ease ✅ Monitor technicians and job progress in real time ✅ Prepare professional quotes and invoices ✅ Keep customers informed throughout the job ✅ Automate time-consuming administrative tasks ✅ Use reports and insights to make informed decisions Whether you run a small service company or a growing field team, Upvoit gives you better control over your operations, reduces manual effort, improves productivity, and helps deliver a smoother customer experience. Book a demo today to see how Upvoit can simplify your workflow and help your business grow.

What is ShopBoard?

ShopBoard is an all-encompassing scheduling and dispatch solution aimed at small enterprises in the HVAC, plumbing, electrical, and related sectors. Its user-friendly drag-and-drop interface provides office staff with a clear view of all technicians' tasks alongside a segment for jobs that have yet to be assigned, facilitating easier schedule management and modifications. Technicians in the field have the capability to access job details via their mobile devices, receive real-time notifications while traveling to job sites, and upload photos and customer signatures pertaining to their work. The platform includes customizable quoting features, allowing businesses to offer customers tiered pricing options—good, better, and best—through convenient links, as well as job-specific invoicing and integration with Stripe for payments. Furthermore, ShopBoard presents outstanding invoices and quotes in straightforward dollar amounts, giving business owners a comprehensive overview of pending approvals and payments. Designed for operations with roughly one to eight service vehicles, it follows a SaaS subscription model. By optimizing processes related to scheduling, estimates, technician communications, and invoicing, the software significantly boosts the efficiency of managing service jobs. This cohesive system not only simplifies daily operations but also enhances customer service, leading to increased satisfaction with the services provided. Ultimately, ShopBoard empowers small businesses to operate more effectively while maintaining a high level of service quality.

Media

Media

Integrations Supported

QuickBooks Accountants
Razorpay
Stripe
Twilio
Xero
Zapier

Integrations Supported

API Availability

API Availability

Pricing Information

$18/user/month
$20/user/month (Monthly),
$18/user/month (Quarterly),
$16/user/month (Annual)
Free Trial Offered?

Pricing Information

$59/month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Not specified

Company Facts

Organization Name

Excelhunters Technologies

Date Founded

2023

Company Location

India

Company Website

www.upvoit.com

Company Facts

Organization Name

ShopBoard, LLC

Company Website

useshopboard.com

Categories and Features

Field Service Management

Billing & Invoicing
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Categories and Features

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