YOUR WORRY LEVEL High
For your team · Technical & Risk

Every risk of switching, answered before you sign.

When a pest-control company changes software, the same twelve worries come up, from the owner's six years of customer data to the accountant's month-end. Each one is answered below, in the order people raise them.

WORRIES ANSWERED 0/12
WORRY 01 OF 12ASKED BY THE OWNER
Will six years of customer data get lost in the move? Answered in Old data →
Chhe saal ka data hai bhai!
01 · Who checks the risk

Nobody's job title says "risk". The file goes desk to desk.

Only big companies have one person for this. Everywhere else, each desk checks its own part and passes the file on.

RISK FILE
Purana data safe?
Owner SIGNS THE CHEQUE
Accounts / CA GUARDS THE NUMBERS
Operations RUNS THE SWITCH
The nephew “GOOD WITH COMPUTERS”
IT team BIGGER COMPANIES
02 · Your old data

Like shifting house. Every box is counted out and counted back in.

Six years of data came across. All counted.
— Rahul · owner

Your sheets and old software go into boxes, and Kavya checks each one at the gate. A box that can't go through waits there with a label saying why, so nothing disappears without a name.

OLD HOUSEExcel + old software
Ek ek box ginti ho raha hai.
NEW HOUSEUPGEAR
Customers 412
Sites 1,086
Active contracts 238
Past visits 9,540
Open invoices 61
PACKING LIST · KAVACH PEST
Customers 412
Sites 1,086
Active contracts 238
Past visits 9,540
Open invoices 61
RECORDS LOST …
What about years of history? Past visits and invoices come across with the same customer. You decide how far back during setup.
Our sheet is a mess. Most are. Duplicates and blanks show up at the gate, before anything goes live.
Can we check it ourselves? You get the packing list before switch-over, and your own people sign it.
Do we clean it first? No. Send it as it is and the gate tells you what needs fixing.
Who does the moving? Your implementation contact runs the move. Your team only fixes the rows held at the gate.
03 · Switch-over weeks

Services keep running while you switch, one branch at a time.

This is Kavya's service board for five weeks. Grey jobs still run on your old register and purple jobs run on UPGEAR. Watch the two counters on the right. Your exact weeks are agreed during setup.

DAY 1Sheets sent WEEK 1Counting WEEK 2Pune first WEEK 3All branches SIGN-OFFCounts match
Old registerUPGEAR
MONTUEWEDTHUFRISAT Pune Mumbai Nashik Nagpur
YOUR OLD REGISTER In use everywhere Nothing is live yet and your old register hasn’t been touched.
Sheets bhej di. Jaisi thi waisi.
VISITS DONE THIS WEEK 0 / 60
CUSTOMERS WHO NOTICED A CHANGE 0 Same technician, same day, same report on WhatsApp.
04 · Who sees what

One customer, five people, and each one sees only their part.

My techs don’t see prices. Good.
— Suresh · owner

Here is Meridian Cold Chain's record through five pairs of eyes. The price hides from Sameer and the photos hide from accounts. This is a typical arrangement. You pick yours when your account is set up.

Sab dikhta hai. Business mera hai.
OWNER
BRANCH HEAD
SUPERVISOR
TECHNICIAN
ACCOUNTS
CUSTOMER RECORDMeridian Cold Chain AS OWNER
CONTRACT PRICECAN CHANGE ₹48,000 a year · rodent + general
SITE CONTACTCAN CHANGE Vikram Rao · +91 98220 41xxx
TODAY’S JOBCAN CHANGE Rodent check, Bay 3 · 10:15
PHOTOS & PROOFCAN CHANGE 12 photos · 1 signature
INVOICE & DUESCAN CHANGE SPM/26-27/0902 · ₹48,380 due
USERS & SETTINGSCAN CHANGE 14 users · 4 branches
IF OWNER LEAVES You can add a second owner login for a partner or family member.
05 · Integrations

If your systems had a WhatsApp group, it would look like this.

One invoice, from 10:14 in the morning to the Tally import at six. Every member says what it did, and the one that got stuck says so out loud.

SP Kavach Pest · systemsUPGEAR, GST portal, WhatsApp, Lata (accounts)
UPGEAR Invoice SPM/26-27/0902 for Meridian Cold Chain, ₹48,380. Need an IRN, please. 10:14
IN THE GROUP TODAY
GST e-invoice portalLIVE UPGEAR sends and your GSTIN credentials stay yours. If the portal says no, the invoice stays a draft with its reason.
WhatsAppLIVE Sent from your business number with Meta-approved templates. Anything undelivered is marked on the record.
TallyLIVE UPGEAR builds the file and your accountant imports it. Nothing is written back into UPGEAR.
Your own systemBY PROJECT Your developer and ours work to one written scope. A bad record comes back with the field named.
WAITING TO JOIN · NOT BUILT YET
₹ Payment linksCollect dues online Ask us
@ EmailReports to inboxes Not built
ZB Zoho Books, BusyOther accounting Not built
GS Google SheetsLive report copies Not built
AT Attendance devicesBiometric punch-in Not built
QA Client audit portalsUpload proof directly Not built
ERP SAP, OracleAt large clients Not built
BI Power BIYour own dashboards Not built
Need one of these? We'll tell you what it takes, what it costs and how long, before we start. Every handoff, in detail →
06 · The big-company form

Bigger companies send a form. We fill every line.

Hosting, backups, who can see your data, India's data law, and what happens if the vendor shuts down. Procurement and IT check these ten lines, and each answer comes in writing, in the contract, or live in the demo.

Das sawaal. Sab ka jawab likh ke chahiye.
VENDOR RISK QUESTIONNAIREMeridian Cold Chain · Procurement 0/10
01 Where is our data kept?
02 How often is it backed up? Can it be restored?
03 Who at UPGEAR can see our records, and when?
04 Can we see who changed what?
05 Do you follow India’s DPDP Act?
06 Will you sign our NDA and data terms?
07 What are your support hours and response times?
08 Can it handle 20 branches and our volume?
09 Will an update break our setup?
10 What if UPGEAR shuts down?
07 · Bad days

When something goes wrong, the panic should last a minute, not a week.

Six bad days, played out minute by minute. The pulse on the right belongs to whoever took the hit. Ask us to run any of them live in your demo.

“Imran phone leke ghar chala gaya!”
KAVYA · OPERATIONS
A technician quits with the phone
11:02 Imran resigns and takes the phone home.
KAVYA’S PULSE 142BPM dhak-dhak-dhak-dhak
RECORDS LOST 0 Only visits recorded offline and not yet uploaded are at risk, and the office can see which ones.

Bring the question that sank the last vendor.

Send it along with a sample of your customer sheet. In the demo we count your sheet live and answer the question on screen, before anyone signs.

Book a demo
QUESTIONS WE'VE BEEN ASKED1 / 8
W I L L W E L O S E O L D D A T A ?
Ye poochna tha!
Who checksThe file goes desk to desk.Suresh · Owner