Pencil Assistant vs. Upsidia Comparison


Pencil Assistant	Upsidia	+	+
Learn More Update Features	Learn More Update Features	Add To Compare	Add To Compare


		Related Products WEX Field Service Management WEX FSM is a cloud-based, all-in-one field service management platform built to streamline every aspect of a contractor’s business, from scheduling and dispatch to invoicing, payments, reporting, and customer management. It consolidates workflow tasks so technicians, office staff, and customers all operate from a single system: real-time location tracking, drag-and-drop scheduling, optimized route dispatching, and customer history (jobs, equipment, notes, photos) are combined with quote/proposal generation, price-book management, and on-the-spot mobile invoicing and payment options. WEX FSM supports recurring service plans, flexible financing, and integrated payment processing, enabling faster cash flow by reducing delays in invoicing and collections. It includes built-in connectivity to accounting systems (e.g., QuickBooks sync), robust reporting and analytics for business insight, and a mobile app for field technicians so they can manage jobs and get paid directly. 67 Ratings Visit Website WERX 30 DAY FREE TRIAL! No credit card required. Plans as low as $49/m. Professional construction management software designed for all size contractors, Werx streamlines your business with flexible estimates, AIA-Style billing, QuickBooks integration, and real-time labor tracking. Get paid faster with online payments via Stripe. Werx empowers contractors to save time, stay organized, and boost profitability. Manage projects, track time in the field, and send professional invoices all in one platform. Perfect for general contractors, electricians, plumbers, and more. Simplify your operations with the software that works as hard as you do—without breaking the bank. It just WERX! 35 Ratings Visit Website CompanyCam CompanyCam is a photo-based solution created for contractors, by contractors. Take unlimited photos—which are location and time-stamped, sent to the cloud, and stored securely. Every photo is organized by project and instantly available to your team, allowing you to see what’s going on anytime, anywhere. Annotate photos with drawings, arrows, comments, tags, and voice notes, and create project timelines, photo galleries, reports, and transformation photos through the app. Sharing photos with customers and insurance adjusters has never been easier, and keeping your entire process organized has never been simpler. If you ever need to share photos with partners or clients, the app boasts two incredibly useful features: (1) galleries, where you share a collection of photos, and (2) reports, where you share a series of photos and notes. You don't have to download, rename, or email the photos—you simply select and send. 5,585 Ratings Visit Website Buildxact Buildxact is an easy-to-use construction management and estimating platform built for residential builders and remodelers. From takeoffs to quoting to scheduling, streamline your entire workflow in one cloud-based tool. Now featuring Blu, your AI-powered digital assistant trained on real residential projects. Blu helps you quote faster, avoid errors, and work hands-free using natural language. Key tools include: Assembly Assistant - Use real-time pricing and templates to build smarter estimates Estimate Reviewer - Catch mistakes and common errors before they cost you Takeoff Assistant - Measure and scale digital plans in minutes Estimate Generator - Create full estimates and complete quotes from scratch Stay on schedule with drag-and-drop timelines, real-time material pricing, and a customer portal that keeps everyone in sync—from the office to the job site. 264 Ratings Visit Website Verizon Connect Unlock your business’ full potential with Verizon Connect. We combine the power of the world’s most reliable network with AI-driven insights to bring total visibility to your fleet operations. We are more than just a provider; we’re a partner dedicated to your safety, productivity, and future sustainability. Verizon Connect products and services are the points of connection between your drivers, workplace and community so you’ve always got a clear view of where you are and where you’re going. We’re there with you for the journey, helping you continue driving improved safety, efficiency, productivity, risk management and profitability. So you can make the right decisions at the right time, and be in the best position to take advantage of opportunities on the road ahead. From real-time driver coaching to predictive analytics, we help provide the clarity you need to innovate, optimize, and confidently navigate the road ahead. 1,003 Ratings Visit Website Connecteam Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. With Connecteam you can manage every aspect of your business on the go, no workstation needed. Easily engage and manage non-desk employees with Connecteam’s mobile-first platform that helps improve communication, enhance daily processes and increase productivity with custom checklists, forms, and reports. Schedule shifts and track accurate work hours with Connecteam’s automated GPS time clock and easily export approved timesheets to payroll. Connecteam helps you keep your employees sharp thanks to knowledge base centers and advanced training courses. Raise morale with employee recognition rewards and keep the entire company updated through the main news feed. Simplify employee communication, enhance professional skills, manage daily tasks and so much more, all in one app and for an affordable price. 10,756 Ratings Visit Website P3Source Crafted by industry-savvy print experts, P3Source uses the latest SaaS technology, to automate the conventional 'Bid and Buy' RFQ process commonly used in the Printing and Marketing Services Industry. P3Source acts as a project management and collaboration hub, where users manage dozens of simultaneous projects, bringing together all the details, files, approvals, notes, and historical data in one easy-to-search place. It archives completed projects for future access and detailed reporting. The P3Source web Customer and Supplier portals tie together the entire supply chain. Customers submit requests, upload production files and approve projects. Suppliers submit quotes, accept orders, exchange files, post shipments and present invoices. This streamlined approach ensures quick, hassle-free transactions for all parties. Celebrate the future of print management with P3Source - easy, efficient, and made with you in mind. 16 Ratings Visit Website DrayMaster DrayMaster is the go-to tool for drayage carrier rate management, quicker quoting and improved collaboration, providing a simple web interface for looking up rates or integrating into an existing TMS. It is the only rate management solution that captures complete drayage rates beyond line haul and fuel surcharge with a full view to all accessorials, and the only neutral tariff management system and digital delivery platform designed specifically for the drayage industry. DrayMaster can also connect 3PLs, freight forwarders, and brokers with drayage providers utilizing great features including streamlined rate management and quoting, professional quotes that include all accessorials, simplified administration of complex rates, real-time access to current rate information, and a simple bid tool for quick RFP quoting. With DrayMaster, spend less time on challenging intermodal rates and more time growing your business. 1 Rating Visit Website Roofr Roofr is the only CRM built exclusively for roofing contractors. Roofr brings your entire business into one place – so you can stop duct-taping together five different tools and start running a tighter operation. It's currently loved by tens of thousands of Roofrs across North America. Roofr handles the entire job lifecycle in one place. From the moment a lead comes in, contractors can manage contacts and follow-ups in the built-in CRM, order Roofr Measurement Reports, create a proposal, communicate with homeowners, and even order materials with our supplier integrations. You can also send invoices and collect payment in Roofr, too. 146 Ratings Visit Website Act! Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 39 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. 555 Ratings Visit Website
About Pencil Assistant is an AI assistant for UK tradespeople that works through WhatsApp. It helps users manage their diary, book jobs and site visits, prepare quotes and invoices, check merchants, and create marketing content while on the tools. Users can send voice notes or photos of handwritten site notes to generate professional PDF quotes and invoices, adjust line items, labor, or VAT, and ask questions about schedules, jobs, quotes, and invoices. The assistant can organize nearby jobs, suggest appointments, prepare customer follow-ups and reminders, and draft marketing posts. Plans include monthly allowances for messages and quotes, with a free Early Access option and paid Pencil and Pro tiers.	About Upsidia is an all-in-one business management and marketing platform built for UK tradespeople and local service businesses. It brings customer management, online bookings, job scheduling, quotes, invoicing, reviews, SEO and digital marketing into one platform. Businesses can capture and manage customer enquiries, keep customer details and job history organised, allow customers to book services online, schedule and assign jobs, and manage work from booking through completion. Upsidia also enables businesses to create and send professional quotes and invoices, manage customer relationships, collect reviews through automated requests and reminders, and improve their online visibility through SEO and digital marketing. Teams can share calendars, customer information and assigned jobs, helping businesses reduce administrative work and manage their operations and customer relationship from one central platform.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience UK trades and tradespeople, such as plumbers, electricians and builders.	Audience UK trades and local service businesses
Support Phone Support Not Supported 24/7 Live Support Not Supported Online Not Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos No images available	Screenshots and Videos View more images or videos
Pricing £15.99/month Early Access is free and includes 70 messages and 7 quotes, with no card required. Pencil is £15.99/month and includes 300 messages and 30 quotes. Pro is £29.99/month and includes 1,000 messages and 100 quotes. Paid plan prices exclude VAT. A 7-day free trial is available. Free Version Supported Free Trial Supported	Pricing Pro tier - £29/month Free Version Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Not Supported Webinars Not Supported Live Online Not Supported In Person Not Supported	Training Documentation Not Supported Webinars Not Supported Live Online Not Supported In Person Not Supported
Company Information Pencil Assistant United Kingdom getpencil.co.uk	Company Information Upsidia Founded: 2026 United Kingdom upsidia.com
Alternatives TradesInvo	Alternatives WrkGenie
Hexvan ACL Software BV	DusterBook
TradeKwote	TradesInvo
Knockround	CMA Use CMA
Sleepless Tradesman View All	Knockround View All
Categories AI Assistants Supported Tradesman Job Management Supported	Categories Field Service Management Supported
	Show More Features Field Service Management Features Billing & Invoicing Supported Contact Database Supported Contract Management Supported Customer Database Supported Dispatch Management Not Supported Electronic Signature Not Supported Inventory Management Supported Mobile Access Supported Payment Collection in the Field Supported Quotes / Estimates Supported Routing Not Supported Scheduling Supported Service History Tracking Supported Time Clock Not Supported Work Order Management Supported
Integrations Stripe Not Supported WhatsApp Supported View All 1 Integration	Integrations Stripe Supported WhatsApp Not Supported View All 1 Integration
Claim Pencil Assistant and update features and information Claim Pencil Assistant and update features and information	Claim Upsidia and update features and information Claim Upsidia and update features and information