upmesh Help Center
Welcome to upmesh – Getting Started
From registration to a fully set-up digital construction site in just a few minutes – with an account, your first project, an invited team, uploaded plans, and your first ticket.
Set up time tracking
Setting up time tracking in upmesh from scratch step by step – from roles and working time models to activities, public holidays, and regions, all the way to the final export for your payroll.
Creating Report Templates in upmesh
Create your own report templates for daily reports, tickets and projects in upmesh. This guide shows you how.
Synchronization overview
Control your device's offline sync: make projects available offline, manage pending changes and uploads.
Global activities overview
A cross-project activity feed with all changes relevant to you across tickets, plans, files and more.
Project Logbook
History of all relevant changes within this one project - tickets, plans, files, team and more.
Globales Dashboard
Your cross-project start dashboard with widgets for projects, tickets, absences, time tracking and more.
Report Templates in the company settings
Upload and manage your own Word or PDF templates for ticket, daily and project reports.
Tickets in a project
Filter, sort, pin to plans and manage this project's tickets in four different views.
Projektdashboard
Your freely configurable project dashboard with widgets for tickets, plans, team, weather, notes and more.
Ticket Layouts in the company settings
Create company wide ticket layout templates that you can manually copy when setting up a project layout.
Daily reports in the project
Record daily site reports with weather, crew, subcontractors and work performed, finalize them as a PDF version, and send them.
Files in the project
Manage project files in folders, upload, move, categorize, tag, share, and link them to tickets/daily reports.
Lists in the company settings
Create company wide value lists you can reuse via import in ticket layout and report layout fields.
Ticket Types in the company settings
Create company wide ticket type templates, copied into new Enterprise projects as a starting set.
Crafts in the company settings
Create company wide craft templates, copied into new Enterprise projects as a starting set.
Tags in the company settings
Create company wide tag templates with group and color, copied into new Enterprise projects as a starting set.
Ticketstatus in the company settings
Customize the company wide default label of the four fixed ticket statuses, as a template for new Enterprise projects.
Categories in the company settings
Create, edit and bulk import company wide categories used to classify reports and tickets.
Contacts in the company settings
Create, manage and import external contacts, company contacts and contact groups via Excel.
Project Roles in the company settings
Create and edit company-wide project roles with granular permissions, and assign them to employees or contacts.
Role settings in the project
Create and edit project-local roles with granular permissions, valid only within this one project.
Project team
Invite team members, change their role, manage invitations and remove members from the project.
Projects in the company settings
Manage all of your company's projects: filter, archive, reactivate and delete them – individually or in bulk.
Project profile in the project settings
Manage project name, image, status, date ranges, description and other master data, plus options for ticket files, QR code and ticket views.
Ticket layouts in the project settings
Build layouts with system and custom fields, assign them to ticket types, and arrange fields via drag & drop.
Ticket types in the project settings
Create ticket types for your project, rename them, set a default type, and delete them.
Crafts in the project settings
Create crafts (trades) for your project that can be assigned to tickets, e.g. electrician, plumbing.
Categories in the project settings
Create, rename and delete file categories for your project, used when uploading, filtering and generating reports.
Tags in the project settings
Create tags with a group and color for your project, used to label tickets, plans and files.
Ticketstatus in the project settings
Customize the displayed label of the four fixed ticket statuses for your project.
Approval processes in the company settings
Define approval chains for time tracking, absences and extra pay - who approves in which order.
Holidays in the company settings
Create holidays, import them from an external source, assign regions, and understand their effect on target working hours.
Tasks in the company settings
Create tasks for time tracking, link them to wage types, activate/deactivate them, and import via Excel.
Regions in the company settings
Create regions, assign them to employees, and control which public holidays apply in time tracking.
Extra Pay in the company settings
Create extra pay types for time tracking, configure field types, activate and delete them.
Cost Centers in the company settings
Create cost centers and cost units, assign projects, activate/deactivate and delete them.
Employee Groups in the company settings
Quick guide to the Employee Groups page: create groups, manage members, set a default group, and how it affects project roles.
Project status in the company settings
Define custom project status values with name, color and order for all of your company's projects.
Working Time Models in the company settings
Create, edit, set as default and delete working time models with target hours per weekday.
Plan Details and Plan Versions im Projekt
View a single plan in detail, edit its title/tags/notes, and manage and activate plan versions.
Plans in the project
Upload construction plans, manage versions, organize with tags, pin tickets onto plans and download them.
Employees in the company settings
Invite employees, assign roles and permissions, assign groups, and remove employees from the company.
Company Profile
View company master data, logo and support contact, and (as an admin) manage API tokens.
All Tickets
Cross-project ticket overview with filtering, search, sorting, four views and report generation.
User settings
Adjust your personal display, ticket, home screen and notification preferences.
Time Tracking Page
Record, edit, filter and export your own working time, absences and extra pay bookings.
Time Tracking – Payroll
Create and update payroll accounting periods, and export approved time entries, absences and extra pay bookings for payroll accounting.
Time Tracking – Approvals
Review, approve or reject pending time entries, absences and extra pay bookings – individually or in bulk.
Employees in time tracking
Overview of all employees with time tracking status, search, sorting and detailed view.