--- title: "UPGEAR Product Overview · Pest Control Operating Software" description: "See how UPGEAR connects sales, scheduling, field visits, service proof, inventory, billing and renewals for pest control companies. One record, every team." url: https://upgearcrm.com/product/ last_updated: 2026-10-27 --- Product overview # Keep the promise, the work, the proof and the money in one flow. Every question you ring someone for today has a record behind it in UPGEAR, created from the contract and kept current by the people doing the work. [Book a demo](https://calendly.com/upgearcrm/upgear-demo) Choose a product area Press 1 to 5 to switch the question ↓ ? Owner asks Questions you ring people for Press 1 to 5 to switch Visit · open in the visit record V-21884 Closed 11:41 CON/26-27/0412 › Schedule line 7 › V-21884 Proof 6 photos · 5 of 5 items Chemical Gel bait 0.3% · B-2291 · 40 g Signed by Suresh Nair, kitchen manager Today, without it A call to Rakesh, then one to Anil to confirm. Same record, seen by Owner · operations · QA · accounts Demo workspace · sample data · each answer is a record you open in UPGEAR Short on time? Card 04 is the whole chain. — Kavya · demo team The short version ## UPGEAR in six answers. Then see each one work. 01 · What it is Pest control business software for Indian commercial operators, built around the AMC contract. 02 · Who it is for AMC-led, proof-heavy pest-control companies with field teams, and every role that touches the customer. [Owners](https://upgearcrm.com/for/owners/) [Operations](https://upgearcrm.com/for/operations/) [Finance](https://upgearcrm.com/for/finance/) [Quality](https://upgearcrm.com/for/quality-compliance/) [Field teams](https://upgearcrm.com/for/field-teams/) 03 · The problem it solves The customer promise breaks at each handoff, and the owner rebuilds the story by phone. 04 · The records it keeps One chain, each record created from the one before it. Enquiry Quotation Contract Schedule Visit Inspection CAPA Certificate Invoice Receipt Renewal 05 · The evidence it holds Photos, GPS, timestamps, chemical batches, findings and sign-off on the visit, with history on every change. 06 · What setup needs One first workflow, your data and a named owner. GST e-invoice and WhatsApp need your own provider access. Tap Sunrise Hospitality. Watch the held bill come free. — Priya, accounts Live operations board ## Every promise in flight. On time, held or overdue. Each row is a site under contract, each column a stage. Watch the morning play out, then tap a row to see its day. Live Pune branch · Wed 12 Aug 09:34 IST Done In progress Held Ready Waiting The morning · beat 1 of 3 **09:34** Rakesh checks in at the Meridian kitchen. Across town, Sunrise closed without a sign-off, so its bill is held. Yellow-edged rows just changed. Open one to see who did what. Customer · site Contract Visit Proof Bill Paid Status 10:05 IM Visit closed with 4 of 5 proof items V-21890 10:05 UP Held from billing · customer sign-off missing 12:20 IM Sign-off captured · Mr Rao, front office 12:20 UP Released to billing Visits for billing Who does what next Accounts can invoice. The report goes with it. Every event above is on the record, with who did it and when. Illustration built from demo workspace records · sample data Keep scrolling. The invoice peels back to the contract. — Rahul, owner Look behind any invoice · layer 1 of 5 ## Every document has the work behind it. 01 The invoice What the customer sees. One line, one quarter, one IRN. 02 The billing line Why this amount. Quarter 2 of 4 under the contract’s payment terms. 03 The visits What was done to earn it. Six visits across the kitchen and stores, all closed. 04 The proof How anyone can check. Photos, batches, findings and a sign-off on every visit. 05 The contract What was promised. Every layer in front of it was created from this record. 05 · Contract · the parent record CON/26-27/0412 Meridian Foods Pvt Ltd · AMC · 12 months 2 sites 24 visits Quarterly billing ₹1,10,400 a year Every card in front of this one was created from it. 04 · Proof on visit V-21884 5 of 5 before · dishwasher bay after · gap sealed station R5 Gel bait 0.3% · batch B-2291 40 g Finding · gap under dishwasher CAPA verified Signed · Suresh Nair, kitchen manager 11:41 03 · Q2 visits 6 of 6 closed 12 Jul Kitchen Rakesh W. ✓ 12 Jul Stores Rakesh W. ✓ 12 Aug Kitchen Rakesh W. ✓ 14 Aug Stores · moved Rakesh W. ✓ 11 Sep Kitchen Imran K. ✓ 11 Sep Stores Imran K. ✓ One stores visit moved to Thu with a reason logged. It still counts, because it was done. 02 · Billing schedule · CON/26-27/0412 Q1 Apr to Jun ₹27,600 + GST Paid Q2 Jul to Sep ₹27,600 + GST Invoiced Q3 Oct to Dec ₹27,600 + GST Scheduled Q4 Jan to Mar ₹27,600 + GST Scheduled 01 · Invoice TAX INVOICE INV/PUN/26-27/1142 02 Sep 2026 Meridian Foods Pvt Ltd · Bhosari MIDC, Pune AMC pest management · Q2 of 4 27,600.00 CGST 9% + SGST 9% 4,968.00 Total ₹32,568 IRN 7c1e5b0f…d2a94f · Ack 1126 2409 8812 Start with the box that cost you a phone call today. — Rahul, owner Eight areas · one operating record ## Eight product areas. One record underneath. Each area follows the object it works on, in the order the work happens. Pick the handoff failing today and see the real screen. Sell & Contract · for owner · sales · operations ### Turn signed scope into work operations can run. The quotation becomes the contract without retyping. Its frequencies generate the visit schedule and its payment terms generate the billing schedule. Enquiry source Quotation versions Approval Contract Billing schedule Visit schedule Changed-scope exception [Explore Sales & Contracts →](https://upgearcrm.com/product/sales-contracts/) Click “Open full screen” to explore it ↗ Product screen /Transactions/Contract [Open full screen ↗](https://upgearcrm.com/screens/08-contract.html) The contract carries its sites, service lines, frequencies and payment terms. Demo workspace · sample data · Aug 2026 Pick “Billing block”. That one used to be my whole week. — Priya, accounts Exceptions ## When work stops, the record says where. Each exception names its source, its owner and the next action, then is worked step by step on the record until it closes. EX-3107 · owner Anil Missed visit Ho gaya. Ek bhi call nahi. Resolved Source CON/26-27/0412 Visit 7 of 24 · due 12 Aug Holds up Visit V-21885 Meridian Foods · stores Owner Anil · operations Coordinator, Pune branch State Scheduled · not started 14:00, three hours late Exception Overdue visit Customer not yet told Next action Reschedule with a reason Site contact gets the new date 11:00 UP Visit due at the stores, not started V-21885 14:00 UP Flagged overdue · routed to Anil 14:06 AN Rescheduled to Thu 10:00 · stores locked by the customer 14:06 UP New date sent to the site contact on WhatsApp Thu 10:21 RW Visit closed · 5 of 5 proof items Thu 10:22 UP Q2 billing line complete · 6 of 6 visits Billing line Q2 Tap ₹6,08,900. Every rupee has a name next to it. — Rahul, owner Management layer ## Start with what stopped. Open the records behind it. Every count on the owner’s dashboard is a list of source records, with a definition, a period and a refresh time. Owner’s dashboard · attention Mon 09:14 [Open the real dashboard screen ↗](https://upgearcrm.com/screens/07-owner-dashboard.html) Drill-down · source records ← tap any count 14 Unscheduled contract visits Definition Visits due under active contracts with no date or technician Period This month Refreshed 09:14 today Source Contract → visit schedule Bluebell Bakers Stores · visit 8 of 24 · owner Anil Schedule Kalyan Foods Plant 2 · visit 5 of 12 · owner Anil Schedule Orchid Clinics OPD · visit 3 of 12 · owner Meera Schedule Green Leaf CHS Wing B · visit 2 of 6 · owner Meera Schedule + 10 more records in the full list **Every dashboard and accounting report** reads from the same records the work created. Smart Hub adds saved views, pivots and questions in plain language. [Reporting & Intelligence →](https://upgearcrm.com/product/reporting-intelligence/) Step 04: no signal. Still nothing lost. — Imran, field Field layer · UPGEAR Mitra ## Context arrives with the job. Proof leaves with it. One visit from the morning assignment to the office handoff, with what the office sees at each step. UPGEAR Mitra · V-21884 Online Today · 4 visits 1 09:30 · Meridian Foods · kitchen next 2 12:00 · Orchid Clinics · OPD 2.4 km 3 14:30 · Kalyan Foods · plant 2 6.1 km 4 16:30 · Green Leaf CHS · wing B 3.8 km Start visit 1 Chaar visit, route ready. Chalo! In the field · 07:40 · Rakesh W. ### Today’s visits are on his phone before he leaves home. Rakesh sees four visits in route order, with the site, the time window and who he is working with. What the office sees Assigned Route applied by Anil at 18:10 yesterday. Four visits on Rakesh’s day. /RoutePlanner/Index Mitra saves on the phone when the signal drops and syncs later. Test it on your team’s phones and network in the demo. Tap TDS. The ₹552 finally makes sense. — Priya, accounts India-native layer ## Built for how India bills. GST, TDS and Tally on one record. One quarterly AMC invoice. Pick a line to see where it sits on the document and what it needs from you. Tap any line. It lights up. Supreme Pest Services Pvt Ltd Pune branch · Baner Road, Pune 411045 GSTIN 27AAKCS4417M1Z2 TAX INVOICE INV/PUN/26-27/1142 02 Sep 2026 QR IRN 7c1e5b0f…d2a94f Ack no. 1126 2409 8812 · 02 Sep 2026 Bill to Meridian Foods Pvt Ltd Kitchen + stores, Bhosari MIDC, Pune GSTIN 27AADCM2291K1Z8 Place of supply: Maharashtra (27) Description SAC Amount AMC pest management · Q2 of 4 (Jul to Sep) Contract CON/26-27/0412 · 6 visits · service reports attached 998531 27,600.00 CGST 9% 2,484.00 SGST 9% 2,484.00 Total ₹32,568.00 RCT-2291 · 18 Sep · received ₹32,016 TDS 194C ₹552 Balance ₹0 Tally XML · voucher exported 18 Sep Line contract se aayi. Kisi ne type nahi kiya. [Chemical batches, licences and MSDS sit on the service record → Control Materials](https://upgearcrm.com/product/materials-inventory/) Grey means roadmap. We won’t sell you grey. — Kavya · demo team Control boundaries ## Every capability, labelled. Before you sign. Current, configured, integrated, service-supported or roadmap. The same labels appear in the demo, the quote and the plan. Every item is labeled the way it will appear in your quote. Current Contract with nine tabs and its billing schedule Details, services, visits, terms, follow-ups, attachments, invoices, proformas, billing Current Visit evidence GPS, timestamps, photos, video, sign-off, rating and materials on the visit Current Inspection review workflow with CAPA Submit, review, approve or reject, deliver, reopen Current Material issue, use and return Each return points back to its source issue Current GSTR-1 B2B, B2CL and B2CS reports From the invoices already in the system Current Access by role, branch and hierarchy What someone can do, where, and whose records they see Current Audit log with old and new values For changes to records and settings Current Churn risk you can read Ageing, complaints, expiries and overdue visits, snapshotted daily Current Import preview and “Check my file” Errors explained in plain language, rows to fix exported Current Hindi interface Customer-facing documents are not fully localised yet Configured Payment reminders Overdue slabs, tone, business hours, daily limits and cooldowns Configured Technician hand-stock policy Informational or enforced Configured Inspection templates Including NPMA-33 and GFSI/CAPA outputs Configured Invoice series per GSTIN One per branch or legal company Integrated GST e-invoice and IRN Needs your IRP or GSP access Integrated WhatsApp messages Through your provider account and approved templates Integrated Payment gateway auto-posting Successful payments written to vouchers Integrated Tally XML export Vouchers exported, ledger mapping checked once Service-supported Data import and migration Customers, sites, contracts and schedules from Excel Service-supported Five-phase implementation Tracked in the product with gated progress Service-supported Role training for office and field On your first workflow, with real work Current Customer portal: UPGEAR Pulse Customers sign in to their own visits, reports and bills Roadmap E-signature on contracts Acceptance fields exist, send-for-signature does not Roadmap Scheduled invoice generation Billing schedules exist, automatic raising does not Roadmap Global search Across records and screens Roadmap Public API documentation Not published yet [How access, records and data are handled → Trust](https://upgearcrm.com/trust/) Answer for how it works today, not how it should. — Imran, field Seven questions · about a minute ## Trace one of your contracts. See where it breaks. Think of one real AMC customer and answer for how your company works today. The chain shows which handoffs hold. Sach bolna. Koi nahi dekh raha. Handoff 01 of 07 · Promise Can anyone in the office open the agreed scope and price for this customer without asking sales? Demo ticket · built by you ## Build your demo before you book it. Pick what we should run. Your ticket is the agenda for the call, including the part where we say what UPGEAR does not cover. The workflow The exception to test Who joins the call Branches Yeh ticket hi call ka agenda hai. Jo chuna, wahi dikhayenge. Ticket printer UPGEAR · Demo ticket UPG-AMC-121 XLS Your stack today AMC AMC on UPGEAR Workflow AMC Exception to test A missed visit On the call Owner, Operations Branches 1 On the call 10 min AMC records from contract to renewal, shaped like yours 15 min A missed visit, tested live, and who it lands on 10 min Owner, Operations views on the same record 5 min First scope, and what UPGEAR does not cover Length 40 min Screen share · records shaped like yours [Book this demo](https://calendly.com/upgearcrm/upgear-demo?workflow=AMC&exception=A%20missed%20visit&roles=Owner%2C%20Operations&branches=1) [Or read how implementation works](https://upgearcrm.com/implementation/) --- UPGEAR: pest control business software for India. Website: https://upgearcrm.com/ · Book a demo: https://calendly.com/upgearcrm/upgear-demo · Email: connect@upgearcrm.com · Support: support@upgearcrm.com · WhatsApp: +91 97671 35315 Summary of the whole site for AI assistants: https://upgearcrm.com/llms.txt · Every page in one file: https://upgearcrm.com/llms-full.txt