Guides & Documentation

Set up your Upfue account and get your business running in minutes. This section walks you through creating your workspace, inviting your team and choosing which products to turn on first — no technical setup required.

• Creating your workspace
• Inviting your team & setting roles
• Choosing the products you need
• Importing existing customer data

Capture leads, manage your sales pipeline and keep every customer conversation in one place. CRM Cloud replaces scattered spreadsheets and sticky notes with a structured pipeline your whole sales team can see and act on.

• Capturing leads from web forms
• Managing deals through your sales pipeline
• Logging calls, emails & follow-ups
• Customer 360° profile view
• WhatsApp & email integration

Payroll, leave and workforce management, handled without the spreadsheets. HR Cloud keeps employee records, attendance and payslips in sync, so your admin time goes down and accuracy goes up.

• Employee records & onboarding
• Leave & claims management
• Payroll processing & payslips
• Attendance & shift tracking
• Performance reviews

Accounting, GST and cash flow that stay accurate without extra effort. Finance Cloud handles invoicing, reconciliation and Singapore-compliant reporting, so your books are always ready for review.

• Setting up your chart of accounts
• Invoicing & payment tracking
• GST reporting (Singapore compliant)
• Bank reconciliation
• Financial statements & reports

End-to-end workshop operations, from the first booking to the final invoice. WMS is the system behind Upfue's flagship product, used daily by workshops to manage bays, technicians, parts and customers in one place.

• Appointment booking & bay allocation
• Digital job cards & safety inspections
• Parts & inventory tracking
• Quotes, invoices & payments
• Automated customer notifications

Give your customers self-service booking and real-time visibility into their job. The Customer App cuts down calls to your front desk by putting appointment booking, status updates and payment history directly in their hands.

• Online appointment booking
• Real-time job status tracking
• Digital invoices & payment history
• Push notifications
• Loyalty & rebooking reminders

Real-time dashboards and reports across every part of your business. Business Intelligence turns the data already flowing through CRM Cloud, WMS and Finance Cloud into decisions you can act on the same day.

• Revenue & profitability dashboards
• Custom report builder
• Multi-location performance comparison
• Scheduled report exports
• Role-based access to insights

Connect Upfue with the tools you already use, or build your own with the API. Sync accounting software, SMS providers and payment gateways, or use webhooks to trigger your own workflows.

• Accounting software sync
• SMS & email providers
• Payment gateways
• REST API access
• Webhooks