Migrate your Upvise data
Mobile-first FSM CRM with all-in-one per-user pricing and a generous free trial. Designed for small-to-mid field service teams that need a single app to manage jobs, customers, and mobile workers.
In its favor
Why people choose Upvise
The signal that keeps Upvise on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
All-in-one per-user pricing at $15/month for teams under 10 simplifies budgeting with no per-module or per-feature surprises.
Free 30-day trial with no credit card required lets small teams evaluate the full platform before committing.
Custom fields on Projects, Assets, and Forms allow SMBs to adapt the schema without developer involvement.
Built-in GPS and map classes in UpviseJS support location-aware field workflows without third-party integrations.
Capterra and G2 listings position Upvise as a lightweight alternative to Salesforce Field Service and NetSuite for teams that find those platforms oversized.
Lack of public API documentation makes automated export and integration difficult, pushing technically mature teams toward platforms with documented REST endpoints.
Smaller ecosystem compared to Salesforce or NetSuite means fewer third-party integrations and fewer migration tooling options.
Teams outgrow the platform when they need multi-entity or multi-subsidiary support that Upvise was not designed to handle.
Limited advanced reporting and analytics features push data-driven teams toward platforms with built-in BI dashboards.
Reasons to switch
Why people leave Upvise
The recurring reasons buyers give for replacing Upvise. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Upvise fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Upvise pricing overview
Upvise charges per active user per month with two tiers: Team at $15/user/month for up to 9 users and Enterprise at $50/user/month for 10 or more users, both with all apps included and annual billing required.
Team
Tier 1 of 2
$15/user/month (billed annually)
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Upvise's schedule — see our quote-based pricing →
What gets migrated
Upvise object support
Object-by-object support for Upvise migrations. Per-pair details surface during scoping.
Jobs
Mapping requiredJobs are the primary FSM record in Upvise representing field work orders. We preserve job status, assigned user, customer link, notes, and any custom field values. Job-to-user assignments require mapping the Upvise user list to the destination system's user object.
Customers
Fully supportedCustomer records contain name, contact info, address, and linked job history. These map cleanly to Contacts or Accounts in most destination CRMs. We handle duplicate detection across the customer base during migration.
Forms
Mapping requiredUpvise Forms are templated data collection instruments used in the field. Form templates support UpviseJS scripting logic. We extract form responses and template structure, but scripted conditional logic in forms does not transfer to non-Upvise destinations and is flagged for manual rebuild.
Custom Fields
Mapping requiredCustom fields are supported on Projects, Assets, and Punch Items via the web console Options menu. Custom field metadata and values are migrated, but field-type compatibility varies by destination—long-text and computed fields in Upvise may require transformation.
Projects
Mapping requiredUpvise Projects hold custom fields and can be linked to Assets. We export project records including custom field values and linked asset references. Links to external systems or attachments stored in Upvise require separate file-handling during migration.
Assets
Mapping requiredAsset records in Upvise represent equipment or inventory items in the field. We export asset name, status, location, and linked project references. Asset-specific custom fields are migrated as additional properties, with field-type mapping applied at the destination.
Users
Mapping requiredUpvise users are assigned to Jobs and have roles. User records include name, email, and role. During migration, user identities must be mapped to destination system accounts—Upvise does not expose a bulk user export endpoint, so scoping requires manual list preparation or API enumeration.
Inventory / Items
Mapping requiredItems represent products or materials tracked in Upvise, often linked to Quotes or Invoices. Item name, SKU, category, and pricing are extracted. Inventory quantities and stock levels are migrated where present; live stock data may require reconciliation at cutover.
Quotes and Invoices
Mapping requiredQuotes and Invoices reference Products and Customers. We export line items, totals, and status. Currency formatting and tax code representation vary and are normalized during migration. Invoice PDFs stored in Upvise are preserved as file attachments.
Attachments
Mapping requiredJobs, Projects, and Forms can have file attachments such as photos, signed documents, or PDFs. We export binary attachments to the destination's file storage layer and recreate the parent-object association. Large attachment volumes require chunked processing.
| Object | Support | Notes |
|---|---|---|
| Jobs | Mapping required | Jobs are the primary FSM record in Upvise representing field work orders. We preserve job status, assigned user, customer link, notes, and any custom field values. Job-to-user assignments require mapping the Upvise user list to the destination system's user object. |
| Customers | Fully supported | Customer records contain name, contact info, address, and linked job history. These map cleanly to Contacts or Accounts in most destination CRMs. We handle duplicate detection across the customer base during migration. |
| Forms | Mapping required | Upvise Forms are templated data collection instruments used in the field. Form templates support UpviseJS scripting logic. We extract form responses and template structure, but scripted conditional logic in forms does not transfer to non-Upvise destinations and is flagged for manual rebuild. |
| Custom Fields | Mapping required | Custom fields are supported on Projects, Assets, and Punch Items via the web console Options menu. Custom field metadata and values are migrated, but field-type compatibility varies by destination—long-text and computed fields in Upvise may require transformation. |
| Projects | Mapping required | Upvise Projects hold custom fields and can be linked to Assets. We export project records including custom field values and linked asset references. Links to external systems or attachments stored in Upvise require separate file-handling during migration. |
| Assets | Mapping required | Asset records in Upvise represent equipment or inventory items in the field. We export asset name, status, location, and linked project references. Asset-specific custom fields are migrated as additional properties, with field-type mapping applied at the destination. |
| Users | Mapping required | Upvise users are assigned to Jobs and have roles. User records include name, email, and role. During migration, user identities must be mapped to destination system accounts—Upvise does not expose a bulk user export endpoint, so scoping requires manual list preparation or API enumeration. |
| Inventory / Items | Mapping required | Items represent products or materials tracked in Upvise, often linked to Quotes or Invoices. Item name, SKU, category, and pricing are extracted. Inventory quantities and stock levels are migrated where present; live stock data may require reconciliation at cutover. |
| Quotes and Invoices | Mapping required | Quotes and Invoices reference Products and Customers. We export line items, totals, and status. Currency formatting and tax code representation vary and are normalized during migration. Invoice PDFs stored in Upvise are preserved as file attachments. |
| Attachments | Mapping required | Jobs, Projects, and Forms can have file attachments such as photos, signed documents, or PDFs. We export binary attachments to the destination's file storage layer and recreate the parent-object association. Large attachment volumes require chunked processing. |
Gotchas
What to watch for in Upvise migrations
Issues we've hit on past Upvise migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No public API means migration relies on manual export
Custom field types may not map directly to destination schemas
Form scripting logic does not transfer to non-Upvise destinations
User seat count is migration-scope critical
| Severity | Issue |
|---|---|
| High | No public API means migration relies on manual export |
| Medium | Custom field types may not map directly to destination schemas |
| Medium | Form scripting logic does not transfer to non-Upvise destinations |
| Low | User seat count is migration-scope critical |
Leaving Upvise?
Where Upvise customers move next
12 destinations Upvise can migrate to.
How a Upvise migration works
Four steps, Upvise-specific
Connect
Not publicly documented into Upvise. Scopes limited to read-only on the data we move.
Map
We translate Upvise-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Upvise quirks before production.
Migrate
Full migration with Upvise rate-limit handling. Rollback available throughout.
FAQ
Upvise migration FAQ
Answers to the questions buyers ask most during Upvise migration scoping. Not seeing yours? Book a call.
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Migrate Upvise.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your Upvise setup and destination — written quote back within a business day.