How UPGEAR works · try it

Four taps from your people. UPGEAR fills in everything between them.

Tap the four buttons in order. That is all your owner, technician, customer and accountant do. Everything on the right fills itself in.

Tap 1 to start. Or wait, it plays by itself.
Ek sign karun, aur poora saal khud plan ho jaaye?
AMC-2026-0188 · waiting for a signature Meridian Cold Chain 4 warehouses · rodent, fly, cockroach · 12 months ← Start with tap 1
After tap 1 · the year gets planned14 Mar
AprMayJunJulAugSepOctNovDecJanFebMar
Then, with nobody typing ✓144 visits land on the calendar, April to March✓Every site gets a technician and a supervisor✓Billing set to quarterly, and only after proof✓Renewal reminder set for 31 Dec
After tap 2 · the office can see the field26 Aug
Reached 07:38Rakesh Wagh · Meridian DC-2, Taloja · location matches the site
Then, with nobody typing ✓The office sees he reached at 07:38✓Last visit’s findings open on his phone✓He is told what to carry: 12 Bromadiolone blocks
Calls made0Nobody rang Rakesh to ask where he was.
After tap 3 · the proof is done on site26 Aug
beforebeforestationcatchafterafter Signed · Vikram Rao · 12:04
Then, with nobody typing ✓6 photos and the batch number saved on the visit✓Report lands in Vikram’s inbox at 12:04✓Certificate CERT-1142 made and filed✓Visit marked ready to bill
After tap 4 · the money comes in04 Oct
Tax invoice · INV-2610-0412₹2,16,000Q3 · 36 signed visits · IRN issued
Hi Vikram, your Q3 invoice and 36 service reports are attached.WhatsApp · delivered ✓✓
PAID 21 OCT
Then, with nobody typing ✓Invoice built from the 36 signed visits✓IRN pulled from the GST portal✓Sent on WhatsApp with the reports✓₹2,16,000 matched when it lands on 21 Oct✓Entry posted to Tally
Taps by people0
Things typed twice0
Done by UPGEAR0
Follow one contract · stage 01 of 06
01 The sale
Jo becha, woh ek baar likha. Bas.

What was sold is written down once.

The enquiry, the site survey and the rate card produce a quotation. When Meridian signs, the quotation becomes the contract. Nobody retypes the customer, the sites or the price.

Picked up fromSales and office
Handed on toOperations
Without it The contract lives as a PDF in an inbox. Nobody can say what was promised without opening an email from March.
One record · AMC-2026-0188Meridian Cold Chain Pvt Ltd
EnquiryQuotationContract
01 The sale writing now
Customer Meridian Cold Chain Pvt Ltd Office
GSTIN 27AABCM1234H1Z9 Accounts
Sites Bhiwandi, Taloja, Andheri, Thane Surveyor
Value ₹8,64,000 · 12 months Owner
02 The plan not reached
03 Field work not reached
04 The proof not reached
05 Billing not reached
06 Renewal not reached
I used to type Meridian’s GSTIN into four files. Now I type it once.
— Priya · accounts

Typed once, at the start. Every paper after that reads it.

I used to type Meridian’s GSTIN into four files. Now I type it once.
— Priya · accounts

Your office types Meridian’s GST number one time, on the quote. The contract, invoice, receipt and renewal all take it from there. Pick a field to follow it.

Field QuoteContractScheduleVisitJob sheetCertificateInvoiceReceiptRenewal
Customer legal name W
GSTIN W
Site address W
Service and frequency W
Rate W
Technician W
Chemical and batch W
Customer signature W
Proof complete W
Invoice amount W
Receipt W
Customer legal name is written in the quote by the office. After that, 8 documents read it.
Written Read Typed again: never
Found early · 0 of 4 caught
I’d rather get the 08:30 alert than the 18:30 call.
— Nikhil · supervisor

Someone will still forget something. Now you hear about it the same day.

Four slips from an ordinary month at Meridian. Keep scrolling and watch where each one goes.

UPGEAR tells Nikhil30 min
Today, the customer tells you10 hours
Call · 18:30 · Vikram Rao · Meridian“Your team never came today. Who do I talk to?”
Rakesh’s phone No check-in by 08:30
DC-2 schedule Running fine
Chemical log Running fine
Signed visits Running fine
UPGEARwatching
UTo Nikhil P. · supervisor+30 min
Rakesh hasn’t checked in at DC-2 Taloja. He has 4 more jobs today. Move them to Iqbal
UTo Nikhil P. · supervisor+8 hours
Yesterday’s rodent visit at DC-2 has no proof. It’s worth ₹6,000 this quarter. Book it for tomorrow
UTo Rakesh W. · technician+2 min
Add the Bromadiolone batch number. This job can’t close without it. Scan the drum label
UTo Priya S. · accounts+1 hour
DC-2 visit signed at 12:04. It’s been added to the Q3 bill. Open the Q3 bill
One visit · five people
Tap Quality. That’s my whole audit, in one export.
— Deepa · quality

Everyone opens the same visit. Each person can change only their bit.

Tap Quality. That’s my whole audit, in one export.
— Deepa · quality

Tap a person to see the visit through their eyes.

One visit DC-2 Taloja 26 Aug

Owner asks: “Is this customer safe to renew?”

Opened as Owner 0 editable · 1 to approve · 0 hidden
Visit date 26 Aug · 11:15 Can view
Technician Rakesh Wagh Can view
Findings 24 stations · 3 catches Can view
Chemical and batch BR-2409-A · 12 blocks Can view
Photos and signature 6 photos · signed 12:04 Can view
Corrective action Drain cover · due 22 Aug Approves
Billing status Q3 · ready to bill Can view
The owner reads everything and approves only what carries risk: a corrective action the customer must fund. Open renewal file →
Look for AMC-2026-0188. Same contract on all nine screens.
— Kavya · demo team

Now open the product. Meridian is already in there.

Look for AMC-2026-0188. Same contract on all nine screens.
— Kavya · demo team

Nine screens, from the first quote to the renewal. The contract you just followed is on every one.

01 / 09 · Sales’s screen Enquiry and quotation
Look for Q-0412, the quote it came from
Demo workspace · sample data · Aug 2026 · open this screen full size ↗
Card 01 only you can do. For the other three, we sit with you.
— Arjun · onboarding

The chain holds once four things are true.

Card 01 only you can do. For the other three, we sit with you.
— Arjun · onboarding

UPGEAR carries the record. Your rate card, and who owns which job, still come from you. This is what each side brings.

01Your team
Someone owns the process A rate card, a service list and a named role for every repeating job. UPGEAR enforces them every day. It cannot invent them for you. The first operating workflow →
02Service-supported
Your records come in clean Customers, sites and live contracts are imported from your sheets. We validate them. Your data owner confirms them before go-live. Data and migration →
03Configured
Integrations are set up per company Tally, GST e-invoice and WhatsApp are configured for each GSTIN, and every failed handoff has a named person who resolves it. Integrations →
04Adoption
Technicians carry the phone An Android phone per technician and a first week of field training. Proof only exists if it is captured where the work happens. Mobile app →
✦✦
Humara saal ho gaya. Ab aapka AMC?
That was Meridian’s year

Now bring one of yours.

Send us one AMC before the call. We load it, and you watch your own customer go through the same four taps.

Book a demo