Product area · Reporting & Intelligence

Open UPGEAR and see what needs fixing today

Your reports come from the visits, bills and contracts your team already records, so nobody builds them by hand at month end. Tap the person whose job is closest to yours.

Priya ASKS · IN PLAIN WORDS Typed into Smart Hub, the question box on every UPGEAR screen.
SAMPLE DATA · SENTINEL PEST MANAGEMENT, MUMBAI
What UPGEAR works out for each person

UPGEAR tells Priya who to call about money today, and how much to ask for

UPGEAR keeps watch over every part of the business shown here. It shows Priya only the parts that need her today, and what to do first. Switch person and see what changes.

Priya · 9:00 a.m.ACCOUNTS
WHAT UPGEAR FLAGGED FOR PRIYA
₹19.6L Cash in October after paying suppliers and staff
₹4.62L Work that’s done and proven but not billed yet
3 Payment dates Sunrise Hospitality promised and missed
FIRST JOB OF THE DAYFile November’s GSTR-1 by 11 December. 4 of the 312 invoices are missing the customer’s GSTIN.
WHAT UPGEAR WATCHES · LIT MEANS IT NEEDS PRIYA TODAY
MONEYFIELDCUSTOMERSSALESSTOCKPEOPLE
01 Owner’s dashboard
02 Finance
03 Cash flow
04 Unpaid bills by age
05 Collections
06 Payment promises
07 GST summary
08 Expenses
09 Supplier payments
10 Profit by service
11 Service delivery
12 Late visits
13 Proof complete
14 Routes and travel
15 Live field map
16 Inspections and CAPA
17 Chemical use
18 Certificates due
19 Complaints
20 Customer 360
21 Churn risk
22 Biggest customers
23 Ratings
24 Site coverage
25 Customer requests
26 Service history
27 Sales pipeline
28 Enquiries
29 Quotes won
30 Contracts
31 Renewals
32 Monthly contract income
33 Commission
34 Stock on hand
35 Material issued
36 Wastage
37 Stock with technicians
38 Attendance
39 Technician output
40 Payroll
41 Branch comparison
OPEN THE REAL OWNER’S DASHBOARD ↗
From visit to bank

October got stuck in five places. Can you get it moving again?

October looked fine till I tapped it.
— Suresh · owner

Every dot is 4 of October’s visits. Green ones were done, billed and paid. Red ones got stuck on the way. Press the button on each leak and watch UPGEAR hand it to the right person.

MONEY MOVING AGAIN₹0.00L 0 OF 5 LEAKS FIXED
DONE, BILLED AND PAID STUCK 1 DOT = 4 VISITS
LEAK 1 OF 5 · DUE → PLANNED 14 visits nobody was sent to These visits were due on live contracts, but no technician was given the job. 4 of the sites have a client audit in the next 10 days.
Meridian Cold Chain DC-2Rodent control · due 18 Oct 38 DAYS
Kalyan Foods, ThaneGeneral pest · due 21 Oct 35 DAYS
?
Sunita here. UPGEAR already sent it to my list.
Needs your attention

Start with the problem that costs the most

Biggest leak first. Then the rest.
— Priya · accounts

The Owner’s Dashboard opens with this list, sorted by money at stake. Each problem has a person on it and a button to the screen where it gets fixed. Clear a few and watch the bar shrink.

?
2 of these are mine. I’ll start with the biggest.
₹55,52,000 AT STAKE · 7 OF 7 OPEN
?
14 visits late on a live contract The oldest is at Meridian Cold Chain DC-2, rodent control, due 18 October. Sunita is on it. ₹1.12L
?
23 visits marked done without full proof 9 without photos, 8 without a signature, 6 without a batch number. None can be billed yet. Amit is on it. ₹1.86L
?
₹4,62,400 of finished work not billedYOURS 31 visits with full proof, across 12 customers. The oldest was finished on 2 October. Priya is on it. ₹4.62L
?
₹6,08,900 unpaid for more than 45 daysYOURS 7 customers. Sunrise Hospitality owes ₹1.94 lakh from 71 days ago and has missed three promised dates. Priya is on it. ₹6.09L
?
11 contracts end in the next 30 days ₹41.6 lakh a year. 3 of them got under 85% of their visits. Talk about that before the price. Farhan is on it. ₹41.60L
?
3 CAPAs past their due date Two are ours to fix: a drain cover at Meridian DC-2 and a door sweep at Sunrise Andheri. Amit is on it. AUDIT RISK
?
18.4 litres of chemical with no record of use Given out between 11 and 19 October. Anything held more than 7 days must be returned or written off. Amit is on it. ₹22,700
Smart Hub

Can’t find the report you need? Make it.

Choose what to list down the side and what to count. The table fills in from your own records. Save it and it’s there next month, for you and anyone you share it with.

1 · LIST BY
2 · COUNT
3 · SAVED
SAME AS ASKING“Show money billed by branch, August to November”
BRANCH AUGSEPOCTNOV TOTAL Andheri East ₹2.5L₹4.0L₹4.4L₹4.9L ₹15.7L Thane ₹4.1L₹4.5L₹3.1L₹2.3L ₹13.9L Bhiwandi ₹3.8L₹2.5L₹2.1L₹3.7L ₹12.1L Vashi ₹3.0L₹1.9L₹2.9L₹4.7L ₹12.5L
Highest: Andheri East. In UPGEAR, tapping a cell opens the records behind it. Sample data.
Every number opens

Tap any number to see the bills behind it

Tap the number, see the bills. No Excel.
— Priya · accounts

Your CA asks where ₹18.7 lakh of unpaid bills comes from. Tap it. You’ll see it split by age, then the bills in each age group, then the visit each bill charged for.

14 accounting reports, GST included

Month-end and GST reports, ready for your CA

My CA gets it on the 5th now.
— Priya · accounts

They come from the invoices and receipts your team raises every day. There’s no second set of books to match up. Pull one off the shelf to see what’s in it.

GST GSTR-1 B2B Bills to GST-registered customers, listed by GSTIN, ready to file.
WHAT IT ANSWERS “Is every business bill for November in the return with the right GSTIN?” MADE FROM
BillsE-invoice IRNCustomer GSTIN
Worth knowing before you buy

Reports are only as good as what your team records

Bad entry in, bad report out. So we fixed entry.
— Deepa · quality
A visit without proof never reaches your revenue report If a technician skips the photos or the customer’s signature, the visit can’t be billed. UPGEAR asks for proof before the job can be closed, so the numbers start out right.
Someone still has to fix what the report finds Seeing 14 late visits doesn’t send anyone to them. So each problem on the list has a person on it and a button to the screen where it gets fixed.
The churn score tells you which customer to call first It adds up what’s already on record: unpaid bills, open complaints and late visits. Each point shows why it’s there. It can’t tell you who is going to leave.
LAST PRODUCT AREA · 8 OF 8

Who from your team should see this?

Tap everyone who’ll use UPGEAR each day. In the demo, each of them sees their own Monday morning, built from a sample of your data.

WHAT WE’LL OPEN FOR EACH OF THEM
Priya: we’ll open unpaid bills by age, the collection list and the GST return.
Book a demo for Priya Before the call, send us one month’s revenue, unpaid bills and visit count. We’ll load them so each person sees numbers they know.
Their reportsEach person gets the report for their job.Suresh · Owner