From first enquiry to signed contract. Every step, one system.
Sales & Pipeline is for service operators who run on AMC contracts, quotation volume, and renewal rhythms. It replaces your generic CRM, your Excel pipeline sheet, your renewal calendar, and the spreadsheet where commission disputes get settled — with one record carrying the customer from first touch to renewal.
Six capabilities that run the whole pipeline.
Every enquiry from a web form, WhatsApp webhook, or walk-in becomes a pipeline record. Quotations build with dual-tax and discount modes in under a minute. A 14-site AMC contract is one document with up to 12 billing tranches — not 14 separate contracts stapled together.
Your customer receives a signed link on WhatsApp or email. They open the contract on their phone, scroll, accept. The contract is live. No DocuSign subscription, no printed copy, no back-and-forth. Acceptance timestamps and IP capture in the audit trail.
Thirty, fifteen, seven, three, one days before expiry, and after. You configure the cadence; the platform fires the WhatsApp reminder. Your Renewal Dashboard shows who replied, who asked to discuss, and who hasn’t responded — so you stop being the renewal chaser and start being the renewal closer.
The hierarchy-access graph lets supervisors see their sites and reps, not everyone else’s. A rep in Pune sees her own pipeline; her branch manager sees the Pune team; the owner sees consolidated. No rigid manager-rep tree — mutual grants and one-way grants are both supported for the real messiness of growing operations.
Tiered commission slabs by service category, per-rep earned / claimed / paid with aging of unpaid. Each rep sees their own dashboard. The calculation is public. The argument about “what did I actually earn this month” stops, because every rep already knows.
Trailing 30, 60, 90 days by rep, by branch, by service category. Enquiries generated, quotations sent, quotation-to-contract conversion, average deal size, renewals closed. The review conversation stops being “I feel you’re doing well” and starts being “here are your numbers for the quarter”.
The screen that ends the monthly commission argument.
Tiered slabs by service category, per-rep earned / claimed / paid views, TDS treatment, aging on unpaid commission. Reps see their own dashboard. The argument ends when the calculation is public.
A Monday morning that ends with a signed three-site AMC.
A food-plant procurement manager messages your WhatsApp at 9:12 on Monday asking for a quote on annual pest control across three sites. The enquiry lands in Upgear automatically, tagged “WhatsApp”, assigned to your corporate rep by your routing rule. You open it and see the customer has a history — they ran a one-off fumigation with you in 2023.
By 10:30, the quotation is drafted. Three sites, monthly visits, dual-tax handled because one site is inter-state. The quote fires to the customer on WhatsApp. She opens it in the cab to her next meeting. By noon she’s signed the acceptance link from her phone.
The contract is live by lunch. The first visit auto-schedules for the first of next month. The first invoice issues — with the IRN — the day the visit completes. Thirty days before the contract anniversary, your renewal reminder fires automatically. The whole pipeline, first-touch-to-renewal, happens inside one record. Your data-entry team makes zero entries. The argument about which rep earns the commission doesn’t happen, because the commission calculation is public.
The capability deep-dive that lives inside this pillar.
Sales & Pipeline touches the AI Copilot most directly — voice-to-quotation for your field reps.
Four recurring line items, one pillar.
Two roles whose workday Sales & Pipeline shapes.
Every service sector we serve runs on this pillar.
Sales & Pipeline is core to all three of our industry focuses — the shape of the AMC-driven sales motion is what makes this pillar the default starting point.
What operators ask about pipeline in Upgear.
See your own pipeline on Upgear in 30 minutes.
Founder-led demo. Bring one of your recent RFPs, a live renewal conversation, and last month's commission spreadsheet. We'll reconstruct the pipeline in Upgear during the call — from enquiry through signed contract through commission calculation.