Product area · Sales & Contracts

The quote your client approved becomes the contract, the visit calendar and the billing plan.

Premise type, square feet and bait-station count are entered once, at the site survey. The quote, the contract and the schedule all read from that entry.

One deal · Ventus Airconditioning · Satpur MIDC, Nashik
PN Priya NairSales coordinator 2 AUG · PHONE

“Ventus called about cockroaches in the canteen and rats near block B. I promised a call-back on Thursday.”

✓Enquiry 1184 · call-back Thu 4 pm
Deal file ENQ 1184
Customer Ventus Airconditioning Pvt Ltd ENQUIRY
Contact Urmila Pawar · admin head ENQUIRY
Source Reference · Kalyan Foods ENQUIRY
Premise — WAITING
Area — WAITING
Stations — WAITING
Services — WAITING
Value — WAITING
Approved — WAITING
Schedule — WAITING
Entered once · 3 of 10Retyped · 0

Six places an AMC slips away before it is signed

Most of mine died at “I’ll get back to you.”
— Arjun · sales

None of them is a lost argument on price. Each is a promise, a measurement or a reason that lived in someone’s head.

Gupta Traders · Bhandup godownRodent, monthly · ₹84,000 9 days late
Ventus AirconditioningGDT + rodent · ₹2,12,400 Today 4 pm
Kalyan Foods LLPFumigation · ₹1,44,000 27 Aug
The call-back you promised. Every enquiry carries a follow-up time. When it passes, the enquiry turns red on the owner’s list.
SITE SURVEY · ENQ 118412 AUG
PREMISEManufacturing AREA41,000 sq ft ZONESBlock A, B, canteen STATIONS38 marked
Read by the quote
The survey that prices the job. What the surveyor measures on site becomes the quote’s service lines, not a page in his diary.
Client picked line 1 · total ₹1,80,000 + GST
An alternate line, not a second quote. Offer fumigation beside monthly rodent control on one quotation. Tap one: the client’s choice sets the total.
OPEN ENQUIRIES BY STAGE · 69
Lead · 31 ₹18.6L
Quoted · 19 ₹21.4L
Negotiation · 12 ₹11.8L
Final · 7 ₹4.9L
Oldest in negotiation · 41 days
Money waiting on a decision. Open enquiries counted by stage, with the value in each and the age of the oldest one.
9 Price
6 No reply
4 Competitor
3 No budget
The reason you lost it. An enquiry can’t be closed as lost without a reason, so next quarter’s rate review starts from real counts.
DC-1 Bhiwandi62,000 sq ftDC-2 Bhiwandi48,000 sq ftTurbhe cold store26,000 sq ftExport dock12,000 sq ft
CON/26-27/04121,48,000 sq ft
One contract, four addresses. A cold-chain client signs one AMC. Each site keeps its own area, services and visit dates.
Try it · sample rates

Price a site the way your surveyor would

Surveyor’s numbers, not my guess. Clients argue less.
— Arjun · sales

Pick the premise, set the area, tick what you found. The quotation writes each service line with its frequency, station count and the proof every visit must carry.

Premise type
Area surveyed41,000 sq ft
1,000 sq ft60,000 sq ft
Found on site
RW SURVEYOR’S NOTE · PRINTS ON THE CONTRACTFSSAI audit in October. Reports in the client’s own format within 24 hours of each visit.
Quotation QTN 1163 · v1Food processing · 41,000 sq ft · Nashik DRAFT
General disinfestation1,17,600 Gel + residual spray · Monthly · 12 × ₹9,800 PHOTOSCHEM LOGSIGNAUDIT FORMAT
Rodent management1,05,600 38 bait stations · Fortnightly · 24 × ₹4,400 DEVICE MAPCATCH COUNTAUDIT FORMAT
Before tax2,23,200 CGST 9% + SGST 9% · SAC 99853140,176 Annual value · 36 visits₹2,63,376
Sample rates only. Your services, rates and proof rules are set up with you during implementation.

Three versions. The contract reads the one she approved.

v1 said monthly. v3 said quarterly. I bill v3.
— Priya · accounts

Each revision is kept with the client reply that caused it. Six months later, nobody argues about which PDF was final.

QTN 1163 · v3Ventus Airconditioning Pvt Ltd · 21 Aug APPROVED
General disinfestation 96,000 Monthly · 12 visits · blocks A, B, canteen
Rodent management 84,000 Fortnightly · 24 visits · 38 stations
Fly control · ILT 58,800 Removed at the client’s request REMOVED
Before taxAPPROVED 23 AUG₹1,80,000
CONTRACT READS Services, frequencies and price move into CON/26-27/0431 as they appear here.

Save the contract. The next twelve months are on the calendar.

48 visits on my board before the ink dries.
— Kavya · operations

Change the rodent frequency or the billing terms. Visits and bills are written from the contract lines, skipping Maharashtra public holidays.

CON/26-27/0431 · from QTN 1163 v31 Sep 2026 – 31 Aug 2027 · 30 days from invoice
RODENT VISITS
BILLING
SepOctNovDecJanFebMarAprMayJunJulAug General disinfestationMonthly · 12 visits Rodent managementFortnightly · 24 visits BillingMonthly · 12 bills ₹15.0k ₹15.0k ₹15.0k ₹15.0k ₹15.0k ₹15.0k ₹15.0k ₹15.0k ₹15.0k ₹15.0k ₹15.0k ₹15.0k
VISITS WRITTEN36Assigned to the Nashik crew
BILLS WRITTEN12₹15,000 each, before GST
CONTRACT VALUE₹1,80,000Before GST
RENEWAL DUE1 Aug 2027Reminder 30 days before end
Visits are scheduled, not invoiced. A bill is raised against the contract’s billing line; operations and finance each read the same contract.
Every sales team has one

Gupta Traders went quiet after the quote. Replay their nine days.

Day 4 was the call we never made.
— Suresh · owner

Same enquiry, same people. On the left, what the diary knew each day. On the right, what UPGEAR would have put on someone’s list.

Priya’s diary + inboxMON 10 AUG
Day 1 Rahul sent survey photos to Priya on WhatsApp.
Day 2 Quote PDF emailed from Priya’s inbox. Chase on Monday.
Day 4 Nothing. Priya is at a Thane site all day.
WHO KNOWS IT’S LATE No one
UPGEAR · PRIYA’S LISTMON 10 AUG
Gupta Traders · Bhandup godownENQ 1188 · rodent, monthly · ₹84,000 1 day late
PN PRIYA’S FOLLOW-UP LISTThe row turns amber at the top of her follow-up list.
WHO KNOWS IT’S LATE Priya

Bring your own Gupta Traders to the demo.

One enquiry that went quiet, with its site details and the quotes you sent. We replay its days in UPGEAR with your sales head watching.

Day 1 · EnquiryPhone enquiry logged. Nobody types it again.Anita · Sales