Lead and opportunity tracking
Track source, caller details, assignment, escalation alerts, customer/site lookup, notes, and quote history so opportunities do not fall through the cracks.
Platform
Garage door service software for the office, the field, and the customer.
UpForce gives growing garage door, overhead door, install, and repair companies a connected place to manage the work that happens before, during, and after the job.
Options, approvals, and deposits
Create multiple quote options, email or text secure links, capture digital signatures, collect deposits, and convert accepted quotes to service orders.
Calendar built for field crews
Schedule jobs, leads, personal time, vacation, multi-day work, and maintenance visits across day, week, month, vertical, and horizontal calendar views.
iPad workflow for techs and supervisors
Update status, add items from quick picks, capture photos, write notes, get signatures, text customers, and take payments from the job site.
Invoices, payments, deposits, and sales receipts
Invoice completed work, apply payments, handle deposits, manage sales receipts, monitor balances, protect prior-period invoices, and keep customer financial history visible.
Sync without losing operational detail
Import QBO setup data, protect existing accounting records, auto-push new transactions, track document-level sync errors, review recent sync history, and keep UpForce as the operating source of truth.
Parts movement tied to real work
Track active Part items from the main warehouse and service orders, reduce stock from service work or counter-sale invoices, and open linked documents from movement history.
Documents where the work happens
Store brochures, spec sheets, and forms in UpForce Drive, auto-attach matching documents to quotes, and include saved documents from desktop or mobile workflows.
A/R visibility and credit holds
Give the bookkeeper a place to see past-due invoices, log follow-ups, contact customers, and place accounts on credit hold when needed.
Pricing, commissions, maintenance, and automation
Support pricing worksheets, item margins, bulk updates, commission reports, residential and commercial maintenance agreements, installed equipment, warranty reminders, service anniversary reminders, lead assignment alerts, quote follow-up, invoice follow-up, email tracking, bounce alerts, workflow reminders, and text messaging.
Controls for real teams
Roles, modules, and accountability.
UpForce includes module-level permissions, audit trails, user alerts, add-on features, subscription limits, and company-level configuration so each business can run its own workflow.
- Owner, admin, office, sales, supervisor, technician, bookkeeper, dispatcher, and read-only role patterns.
- Audit trails for sensitive changes like line items, pricing, tax, status, and deletions.
- Plan-based add-ons for automation, collections, commissions, pricing worksheets, maintenance agreements, inventory, UpForce Drive, web-to-lead, and advanced reporting.
- Tenant settings for company information, locations, tax rates, payment processors, email, text messaging, QuickBooks, web forms, mobile setup, and reminders.
Ready for a closer look?