Upvise 8.0.1

Upvise for iPhone & iPad provides convenient mobile and cloud access to customer information through a web-based platform. The application offers:

• a comprehensive customer relationship life-cycle management (CRM) system for handling Sales, Deals, Quotes & Invoices within a unified interface.
• a robust Forms application for rapid creation of customized forms and data collection in the field.
• a Jobs management feature for creating, scheduling, assigning, and completing work orders.
• a Timesheet tool for recording, submitting time, and managing team schedules.
• a Projects module for collaborative work on Tasks, milestones, and plans.
• an Equipment function to maintain an equipment database efficiently.

Key Features:

• Access and sync with the web account offline
• Email quotes, forms & invoices as PDF directly from the device
• Directly call contacts and log calls from within the app
• Capture photos and attach them to Contacts, quotes & invoices
• Signature Capture for form approval
• Map View & GPS integration showing contacts nearby
• Custom Fields option for personalized data management