UPGEAR Pulse · customer portal
The answers your customers phone for, on their own phone.
Next visit. Proof of the last one. What they owe. Every paper you gave them. All read straight from your UPGEAR, so nobody types anything twice.
Pulse is off. Every question is a call.
Tap the switch and watch Kavya’s Tuesday change.
4:12
Calling… 00:24
Pest Control Office
+91 22 4XXX 0412 · Mumbai
Line busy · redialling, try 3
PO
mute
keypad
speaker
add call
video
contacts
Ek minute, check karti hoon…
Phir se busy!
KAVYA'S CALLS · A SAMPLE TUESDAY
12
Five tabs · five calls you stop taking
Every missed call already has a tab in Pulse.
Tap a call on Kavya's phone. The customer's phone opens the tab that answers it.
Har jawab UPGEAR mein pehle se tha. Main bas padh ke sunati thi.Kavya, front office
09:40 · Meera · society secretary
BEFORE · KAVYA DOES THIS
Opens three screens in UPGEAR and reads out cover, dues and the next visit.
3 SCREENS
NOW · THE CUSTOMER OPENS
Home › Pulse Line
One green line and one sentence: "You're covered until 31 Mar 2027. Next service in 6 days. Nothing to pay."
Home · the Pulse Line
One line answers "sab theek hai na?"
Pulse checks the whole account, picks the most serious thing on it and colours the heartbeat to match. Under it, one sentence in the words your office would use. Press the keys.
How the line decides, in one look
→
COVER LEFT
167 days
MONEY OWED
₹18,400
WORST ONE · WINS
OLDEST BILL
46 days
OPEN ISSUE
None
Needs a look
You're covered until 31 Mar 2027. Next service in 6 days. ₹18,400 still to pay.
Pick a customer to load their account:
PULSE MONITOR · HOME SCREEN
PATIENT · SAI KRUPA HOUSING SOCIETYNEEDS A LOOK
COVER LEFT167d
YOU OWE US₹18,400
OLDEST BILL46d
OPEN ISSUES0
THE SENTENCE THE CUSTOMER READSYou're covered until 31 Mar 2027. Next service in 6 days. ₹18,400 still to pay.
Try it ↓
1Press a key below
2Watch the line change colour
3Read what the customer reads
Oldest unpaid bill
Cover left
Problem they reported
Last visit rated
All good
Nothing owed, cover runs more than 30 more days, no open issue.
Needs a look
Money owed, cover ends within 30 days, or an issue they reported is still open.
Needs attention
A bill unpaid for more than 90 days, or cover has already ended.
Sabse bada problem hi line ka rang tay karta hai. Red matlab aaj call karo.
Visits › Pest trend · Papers › Certificates
The auditor asks if it's working. The bugs answer.
Every visit and inspection at a site, on one timeline: pests seen, trap catches, findings and chemicals used. Your technicians already record it on UPGEAR Mitra. Nothing new to fill in.
Ab auditor ko report bhejte hi nahi. Customer khud dikha deta hai.Suman, quality
Hotel Green Leaf · kitchen block1 bug = 4 trap catches
Nov: 38 caught
Oct: only 8 ↘
NDJFMAMJJASO
Oct 20268 caughtinfestation 1.6 · Light1 chemical applications
Red line: average infestation level, 1 Nil to 5 Severe. Illustration.
Chemical shelf · used at this site in 12 months
3.3 L
180 g
2.4 kg
Cypermethrin 10% ECFipronil 0.05% gelBromadiolone bait
Each in its own unit. Litres and grams are never added together.
?
Who opens Pulse
One street. Five different worries.
Tap a building. Meet the person who opens Pulse there, and see where it answers them.
Meera, the society secretaryHousing societies, commercial buildings
"Committee meeting is on Sunday. Everyone will ask if last month’s spray really happened."
Visits › DoneService reportSignature
Visits › Done has the date, the technician, before and after photos, the materials used and the signature taken on the day. The service report downloads as a PDF for the committee group.
Pulse Comics · Issue 01 · customer asks, your office decides
Three short stories. You play Kavya.
A customer can ask for something any time. Nothing in your schedule moves until a person in your office says yes.
1 · Thursday night, at home
Pune trip
21 ko hum Pune mein honge. Visit ka kya karein?
?
2 · No call. She opens Pulse.
Visits › Change a date
Quarterly Pest Management · 21 Oct
3 · Your office, next morning
Queue khaali hai. Pehle panel 2 se request bhejo.
4 · Her phone, a minute later
?The ending is yours. Approve or decline in panel 3.
PEHLEAnjali calls the office at 9 PM. Nobody picks up.
ABShe asks from her sofa. No call needed.
PEHLEKavya writes it on a chit.
ABThe request lands in one queue, with her note.
PEHLESupervisor forgets. Rakesh turns up to a locked door.
ABRakesh’s day changes only when you approve.
PEHLEShe calls again to check.
ABYour reply shows under Help › My requests.
One ask per visitA second ask gets: You've already asked us about this visit.
No today, no past datesNew dates start from tomorrow.
Only Approve moves a visitUntil then, Rakesh's day stays exactly as it was.
The queue has no DeleteIt is the record of what was asked and what you said.
Bills › Pay
₹18,400 is owed. Follow the coin.
The amount and the Pay button sit on the same screen. Money goes into your own Razorpay account and settles in your bank. Card and UPI details never reach UPGEAR. Flip a switch and watch the trip change.
Paisa seedha hamare Razorpay mein. Receipt khud ban jaati hai.Lata, accounts
1
₹
CUSTOMER
Taps Pay
On Bills, or on one bill.
2
UPGEAR
Works out the amount
On the server. Never more than is owed.
3
RAZORPAY
Takes the money
On Razorpay’s own secure page.
4
RAZORPAY → UPGEAR
Signed confirmation
Only this message counts as paid.
5
YOUR BOOKS
Receipt posts itself
Against the oldest open bills.
YOUR SWITCHES · SETTINGS › PAYMENT GATEWAY
PAYMENT SLIP · SAI KRUPA HOUSING SOCIETY
BillINV-2318 · ₹18,400
Paying now₹18,400
Paid onRazorpay page · UPI
Money lands inYour bank
ReceiptRCP-0921
Posted byUPGEAR, automatically
Balance after₹0
Paid. Receipt posted. Balance ₹0.
Razorpay confirmed, and UPGEAR booked the receipt against INV-2318, the oldest open bill. Nobody in accounts had to touch it.
SWITCHING IT ON · 4 STEPS
1Add a rowChoose Razorpay, and the company it collects for if you run more than one.
2Paste your keysKey Id and Key Secret from Razorpay › Settings › API Keys.
3Register the webhookCopy the Webhook URL into Razorpay for payment.captured, with a matching secret. Not optional.
4Bank, then ActivePick the receipt bank account, test first, then switch Test Mode off.
What's protected
Every bill is a door. Only theirs open.
You are signed in as Sai Krupa. Try any door. UPGEAR checks on its own server, on every single request, so changing something in the browser cannot get round it.
BILLS BUILDING · ALL CUSTOMERS
Signed in as Sai Krupa. Try any door.
Two doors are yours. Four are not. "Not yours" and "does not exist" get the same answer, so nobody can find other bills by guessing numbers.
A customer can see
✓Their own contracts, bills, proformas and credit notes✓Their own visits, photos and service reports✓Their own certificates and statement✓Safety sheets and pest trend for their own sites✓Requests they sent, and your replies
A customer can never see
✕Any other customer, not even a name✕Your staff, technicians or user list✕Your rates, margins, stock or reports✕Any other company in your group✕Any screen of the main UPGEAR app
Every request is checkedEach bill, visit or document number is matched to that customer before anything is read.
Photos go through a filterA photo or signature is served only if it sits on one of their own visits.
Staff screens stay closedA customer login that wanders into the CRM is sent back to Pulse.
Passwords are shown onceOnly a scrambled copy is stored. Nobody can read it back.
Customers onlyA Pulse login linked to a vendor record is refused.
Masters › Customers › Pulse Access
Cut the keys. Hand them over.
Tick customers in your list, press Pulse Access, copy the logins. One customer or two hundred at once. You need the Pulse:Admin permission.
Pehle unko do jo sabse zyada phone karte hain.The owner
Masters › Customers
Tick who gets a login. One is missing an email and a phone.
Pinned above Kavya's desk
One at a time insteadUser Management › New. User Type: Customer. Pick their Linked Customers.
Each login uses a licenceWhen seats run out, the rest are skipped with "No licence seats left".
Copy before you closePasswords are never shown twice.
Email or phone neededPlus a company on the record, or Pulse cannot open.
Many sites, one loginLink every record. With one linked, the switcher never appears.
Pay needs one accountAnd so does the chemical file. Not "All accounts".
Cover left uses the latest end dateAn old long-dated contract can make cover look healthier than it is.
Then the customer owns itThey change their own password. Your team cannot see it.
What changes for your business
Six things that stop being your problem.
FRONT OFFICE
The phone rings for real work.
Visit dates, bill copies and balances answer themselves. The calls left need a person.
COLLECTION · BILLS › PAY
Seeing the amount and paying it are one tap apart.
With auto-post on, the receipt is booked the moment Razorpay confirms.
RENEWALS · HOME
Renewal talk starts before you ring.
In the last 45 days of cover, their own Home screen says so every time they open it.
DISPUTES · VISITS › DONE
"Aaya hi nahi" ends here.
Before and after photos, materials used and the customer’s own signature, on every completed visit.
AUDITS · PAPERS
Audit day stops being a scramble.
Certificates, reports, safety sheets and the pest trend are already in their hands.
QUALITY · RATE A VISIT
You hear how each visit went.
Ratings sit beside your feedback-link ratings, so a bad visit gets noticed.
Why not WhatsApp, PDFs or another portal
What you do today, crossed out.
Questions your customers will ask
Six answers, ready to forward.
Written to the customer. Pick a question, copy the reply, paste it into WhatsApp.
Getting started
Start with the five customers who call the most.
Jo sabse zyada phone karte hain, link pehle unhe bhejo.
Desk phone: quiet
yourcompany.upgearcrm.com/Pulse
Pulse shuru karna hai:
1. Check how many user licences you have free.
2. Pick 5 customers who ring the office most. Give them Pulse Access.
3. Send each one their login, the Pulse link and the six answers above.
4. Switch on Razorpay in Test Mode, pay ₹1, then go live.