Overview:

Workbench leverages the Upvise Framework as the cornerstone of its Mobile Solution offering. Renowned globally for delivering cutting-edge mobile solutions in the construction industry, Upvise is trusted by leading contractors worldwide. It serves as both an out-of-the-box solution and a flexible development framework, allowing extensive customization to meet the unique operational needs of clients.

The Upvise solution, integrated into Workbench, stands out for its sophisticated Mobile App, which excels in offline functionality—a key strength that enhances operational efficiency. Beyond Upvise, Workbench also offers an advanced Enterprise-level solution, Novade (ww.novade.net), built on the same Upvise platform. Collaborating with Novade, we extend our support to businesses with requirements that surpass the core Upvise offering.

Our confidence lies in Upvise's capability to seamlessly meet Leed Engineering's operational requirements, making it a robust choice for organizations seeking a comprehensive and adaptable mobile solution.

This section focuses on generally applicable information about Upvise and how it interacts with Workbench. For a broader explanation of Upvise, see the https://webwbdoc.atlassian.net/wiki/spaces/UPVISE page.

Pages within this section will interlink with the following specialised industry sections when relevant:

• Upvise Civil ​for information specific to the civil field

• Upvise Construction ​for information specific to construction businesses

• Upvise Service ​for information related to servicing, maintenance, and hire companies.

Upvise Key Modules:

• Contacts

• Projects

• Equipment

• Forms

• Jobs

• Calendar

• Tasks

• Expense Claims

• Knowledge Base

Integration:

Over the past few years, Workbench has successfully established robust integration with the Upvise platform, encompassing a comprehensive set of data flows:

This seamless integration is meticulously developed and actively maintained by Workbench, utilizing the Workbench API as a foundation.

Notably, Upvise is engineered to function effortlessly in both a desktop-based web environment and a dedicated mobile app. A distinctive advantage of Upvise lies in its mobile-first design, ensuring that all modules and features are uniformly accessible in both the mobile application and the web interface. This flexibility enhances user convenience, providing a consistent experience across various platforms for optimal usability.

Access Options:

Desktop Web- User Interface:

The Desktop User interface offers a comprehensive web-based platform for utilizing the Upvise system. This interface excels in tasks such as scheduling personnel and equipment for projects, as well as providing a robust environment for reviewing dashboards. With the advantage of a larger screen, users can effortlessly navigate and analyze vast amounts of data. Upvise can be accessed through a computer’s web browser (https://www.upvise.com/uws/) as well as an application for Android and iOS devices. Use the login data provided to you by your Upvise administrator.

Mobile Application User Interface (Android & iOS):

Designed for on-the-go professionals in the field, the Upvise mobile application is compatible with both phone and tablet devices, supporting both Android and iOS environments. While both platforms are supported, the Android environment holds a technical edge, particularly in features like NFC Tag support, where Apple imposes some self-imposed limitations.

External Anonymous Access:

For scenarios involving external parties requiring access, Upvise allows the setup of specific web accounts, granting access to the Upvise web interface. This facilitates active participation within the Upvise environment, enabling users to perform tasks and schedule events. This functionality proves valuable in various situations, such as providing clients with access to raise service jobs directly in Upvise for subsequent assignment to maintenance personnel.

Additionally, when collaborating with subcontractors, you can utilize External Anonymous Access to streamline processes. For instance, subcontractors can upload and maintain details and training records for their staff, ensuring real-time updates throughout the engagement period. Upvise's flexibility shines in accommodating diverse user scenarios and enhancing collaboration with external stakeholders.

External Access via Public forms

In specific situations, capture data effortlessly without mobile app constraints by making a form public. Accessible via a unique web address, completed forms seamlessly integrate into Upvise, with the option to notify key staff. For example, streamline on-site COVID declarations by providing access through a QR Code on a site check-in plaque. Upvise's adaptability shines in diverse data-capture scenarios.

Navigation:

Upvise will load with the nominated landing application, generally the Calendar . Other applications can be reached by clicking on the menu icon in the top left corner:

To the right of the menu and company logo you will find buttons that will change depending on the application you are using. The + button generally adds a new entry or document for the application, while the three dots (ellipsis) button includes options like Print, Import, and Refresh in a dropdown list. You will also find Export, Sorting, and other buttons in this section depending on the individual application.

There is a search area in the middle of the top bar to quickly search for keywords in the current application.

Syncing of Data Between Mobile & Web:

Your data is stored on Upvise servers on the web. When you first sign in to Upvise on your phone, all the data in your web account is downloaded to your phone.
When you enter data on your phone, it is automatically synced to your web account if there is a network connection available (Wifi, 3G, or 4G). If there is no connection, the data is stored offline and synced when a network connection becomes available.

Upvise manages a local offline cache on your phone. The data in the local cache is automatically refreshed after 20 minutes. If you enter data in your web account, you will not see it instantly on your phone, but only after the cache is refreshed. You can force a manual sync of the data between your phone and web account with the Refresh menu.

Glossary:

Workbench and Upvise have their own naming conventions for the same or similar topics, requiring learning the following terminology:

Workbench Term → Upvise Term

Job → Project
Activity → Activity
Work Centre → Milestone
Datasheet → Form
Plant → Equipment
Timesheet → Timesheet
Logs → Jobs