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.

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 recordV-21884
Closed 11:41
CON/26-27/0412 › Schedule line 7 › V-21884
Proof6 photos · 5 of 5 items
ChemicalGel bait 0.3% · B-2291 · 40 g
Signed bySuresh Nair, kitchen manager
Today, without itA call to Rakesh, then one to Anil to confirm.
Same record, seen byOwner · 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.
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.
EnquiryQuotationContractScheduleVisitInspectionCAPACertificateInvoiceReceiptRenewal
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
DoneIn progressHeldReadyWaiting
The morning · beat 1 of 3
09:34Rakesh 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 · siteContractVisitProofBillPaidStatus
10:05 IM Visit closed with 4 of 5 proof itemsV-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 billingVisits 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 invoiceWhat the customer sees. One line, one quarter, one IRN.
02 The billing lineWhy this amount. Quarter 2 of 4 under the contract’s payment terms.
03 The visitsWhat was done to earn it. Six visits across the kitchen and stores, all closed.
04 The proofHow anyone can check. Photos, batches, findings and a sign-off on every visit.
05 The contractWhat 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 sites24 visitsQuarterly billing₹1,10,400 a year
Every card in front of this one was created from it.
04 · Proof on visit V-218845 of 5
before · dishwasher bay after · gap sealed station R5
Gel bait 0.3% · batch B-229140 g
Finding · gap under dishwasherCAPA verified
Signed · Suresh Nair, kitchen manager11:41
03 · Q2 visits6 of 6 closed
12 JulKitchenRakesh W.✓
12 JulStoresRakesh W.✓
12 AugKitchenRakesh W.✓
14 AugStores · movedRakesh W.✓
11 SepKitchenImran K.✓
11 SepStoresImran 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
Q1Apr to Jun₹27,600 + GSTPaid
Q2Jul to Sep₹27,600 + GSTInvoiced
Q3Oct to Dec₹27,600 + GSTScheduled
Q4Jan to Mar₹27,600 + GSTScheduled
01 · InvoiceTAX INVOICEINV/PUN/26-27/114202 Sep 2026
Meridian Foods Pvt Ltd · Bhosari MIDC, Pune
AMC pest management · Q2 of 427,600.00
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 sourceQuotation versionsApprovalContractBilling scheduleVisit scheduleChanged-scope exception
Explore Sales & Contracts →
Click “Open full screen” to explore it ↗
Product screen /Transactions/Contract
Open full screen ↗
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 AnilMissed visit
Ho gaya. Ek bhi call nahi.
✦✦
 Resolved
SourceCON/26-27/0412Visit 7 of 24 · due 12 Aug
Holds upVisit V-21885Meridian Foods · stores
OwnerAnil · operationsCoordinator, Pune branch
StateScheduled · not started14:00, three hours late
ExceptionOverdue visitCustomer not yet told
Next actionReschedule with a reasonSite contact gets the new date
11:00 UP Visit due at the stores, not startedV-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 visitsBilling 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 · attentionMon 09:14
Open the real dashboard screen ↗
Drill-down · source records← tap any count
14Unscheduled contract visits
DefinitionVisits due under active contracts with no date or technician
PeriodThis month
Refreshed09:14 today
SourceContract → visit schedule
Bluebell BakersStores · visit 8 of 24 · owner Anil Schedule
Kalyan FoodsPlant 2 · visit 5 of 12 · owner Anil Schedule
Orchid ClinicsOPD · visit 3 of 12 · owner Meera Schedule
Green Leaf CHSWing 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 →
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-21884Online
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 seesAssigned
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…d2a94fAck 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)
DescriptionSACAmount
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 ₹32,016TDS 194C ₹552Balance ₹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
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
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 demobefore 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 ticketUPG-AMC-121
XLSYour stack today
→
AMCAMC on UPGEAR
WorkflowAMC
Exception to testA missed visit
On the callOwner, Operations
Branches1
On the call
10 minAMC records from contract to renewal, shaped like yours
15 minA missed visit, tested live, and who it lands on
10 minOwner, Operations views on the same record
5 minFirst scope, and what UPGEAR does not cover
Length40 minScreen share · records shaped like yours
Book this demo Or read how implementation works