PRODUCT

Everything inside Upgear.

Six pillars that cover every workflow of an Indian service business — Sales & Pipeline, Field Operations, Finance & Compliance, Workforce & Payroll, Customer Engagement, Intelligence & Reporting. All six share a single database, so nothing is bridged manually and nothing sits out of sync.

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Six pillars, one product

Each pillar runs a slice of your operation. They share one database.

01
Sales & Pipeline

From first enquiry to signed contract.

  • · Enquiries, quotations, multi-site contracts
  • · Renewal reminders at seven cadences
  • · Commission engine that ends the monthly argument
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02
Field Operations

Every visit tracked, every completion proved.

  • · Visit-plan generator — a year in one click
  • · Up to 10 technicians per visit, live GPS
  • · Treatment certificates with batch traceability
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03
Finance & Compliance

GST, multi-company, books — all included.

  • · GST e-invoice (IRN) direct to government portal
  • · Multi-company with separate GSTINs in Core
  • · Trial balance, cashbook, aging, Tally export
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04
Workforce & Payroll

Attendance that can’t be faked, payroll that matches.

  • · GPS-stamped attendance with reverse-geocode
  • · Face-verified check-ins (addon) on your own server
  • · Attendance-proportionate payroll with monthly approval
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05
Customer Engagement

Every customer touchpoint in one thread.

  • · Transactional WhatsApp on every record lifecycle
  • · Marketing campaigns with closed-loop ROI attribution
  • · Razorpay-linked payment links, own-domain email
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06
Intelligence & Reporting

What to do tomorrow, visible tonight.

  • · 49 built-in dashboards and reports
  • · Owner’s cockpit, Customer 360, Commission, Finance
  • · Row-level audit trail across almost every record
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How the pillars connect

One database, not six products.

The pillars are a way to describe the product — not a way to buy it. Every pillar writes to and reads from the same tenant database, which is why a customer record is the same object in Sales as in Engagement as in Intelligence.

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A customer edit in Sales & Pipeline fires the right transactional WhatsApp event through Customer Engagement — with no manual hand-off.
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A contract signed in Sales becomes a scheduled visit plan in Field Operations — with the right technician, the right frequency, the right duration.
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An invoice in Finance & Compliance draws from the quotation in Sales, the completion data in Field Operations, and emits an event to Customer Engagement when the IRN is attached.
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An attendance entry in Workforce & Payroll affects that day’s payroll computation, the supervisor’s review queue, and the ops dashboard in Intelligence & Reporting.
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Every transition across every pillar writes to the audit trail. When an auditor, accountant, or owner asks what happened on a record, the answer is a click, not a reconstruction.
Three ways to read the product

Pillars are one lens. Roles and industries are the other two.

By role

See the product as your job sees it.

For Owners — your weekends back For Ops Managers — dispatch board out of your head For Accountants — month-end in hours, not days
By industry

See the product as your sector lives it.

Pest control — AMC, chemical batches, audits Cleaning services — multi-site, shift-based, ISO-ready Service businesses — AC, fumigation, sanitation, facility
By capability

See the five deep-dive capabilities.

GST e-invoice (IRN), WhatsApp marketing, AI Copilot, Face Attendance, Chemical Traceability — each with scenarios, configuration, known limits, and FAQs. Two included in Core; three as optional addons.
Product questions

What operators ask about the product as a whole.

No — the pillars share a database by design, and all are in Core. A contract signed in Sales becomes a visit plan in Field Operations, an invoice in Finance & Compliance, an attendance-affecting workload in Workforce & Payroll, a WhatsApp event in Customer Engagement, and a line on every relevant dashboard in Intelligence & Reporting. Splitting the pillars would recreate the reconciliation tax we exist to remove.
All six are live from day one of your tenant — there is no "enable later" flag. That said, the onboarding sequence usually starts with Sales & Pipeline and Finance & Compliance (to get your customer book and invoicing pipeline clean), then Field Operations and Workforce & Payroll, then Customer Engagement and Intelligence & Reporting. Assisted migration in Core walks you through this order without you having to think about it.
Three optional addons sit outside Core: WhatsApp Marketing for campaigns with revenue attribution, AI Copilot for voice-to-record in Hindi / Marathi / Hinglish, and Photo Attendance for face-verified check-ins. Each is tailored-pricing — quoted on the demo alongside your Core rate. Most operators start with Core alone and add one or two addons 2–3 months in, once they know which line-items would move their P&L materially.
Your Next Step

See the whole product on your own data in 30 minutes.

Founder-led demo. Bring one end-to-end story from your operation — an enquiry that became a contract that became an invoice that's now a renewal — and we'll walk it through all six pillars in Upgear on the call.

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No credit card required No lock-in on renewal Free assisted migration Founder-led demo