Product area · Service Operations

Rakesh works the visit. The office and the client see it as it happens.

One rodent visit at Meridian DC-2, shown on the technician’s phone, the supervisor’s board and the client’s WhatsApp, including the 26 minutes inside a cold store with no signal.

07:40Route R-09 reaches Rakesh’s phone with six visits in road order. Meridian DC-2 is second.

07:404G
TECHNICIAN · RAKESH P Today · 6 visits R-09 Bhiwandi · Tue 8 Sep
1 Meridian stores09:15 · stored product
2 Meridian DC-210:30 · rodent management
3 Vadpe warehouse11:30 · GP treatment
4 Kalher unit13:30 · rodent stations
ONLINE Start the day
LIVE
upgearcrm.com/Visits/V-21885 · Field board
R-09 · RAKESH P · TODAY
Meridian stores09:15
Meridian DC-210:30
Vadpe warehouse11:30
Kalher unit13:30
Mankoli dock14:45
Bhiwandi DC-316:00
Meridian DC-2 · Rodent managementV-21885 · CON/26-27/0412 · visit 7 of 24 Device online
Assigned07:40
Arrived—
Inspected—
Completed—
STATIONS—due on this visit
PHOTOS—due on this visit
CHEMICAL—due on this visit
SIGN-OFF—due on this visit
07:40Route R-09 applied6 visits on Rakesh’s phone
NOT BILLABLE YET CALLS MADE TO ASK · 0
QUIET
CLIENT · R. SHAIKH, STORES Supreme Pest Services Service updates
No messages yet today

Six things your supervisor can stop carrying in his head

I used to be the schedule. Ab screen hai.
— Kavya · operations

Which visits are owed, which were refused at the gate, what the technician should know before he walks in, and whether a GPS ping means the work was done.

DATED BY CON/26-27/0412294 VISITS
SONDJFMAMJJA
Sep: 26 dated · 24 assigned · 2 still owed
The year was dated when the contract was saved. Each visit comes from a site and its frequency. One that nobody assigned stays on the list as owed.
Meridian DC-1 · disinfestationCON 0412 · due 23 Aug 2 days owed
Bluebell Bakers · flying insectsCON 0288 · due today No crew
Zenith Pharma · rodentCON 0301 · due Thu Unassigned
Unassigned, late and refused each get a queue. A visit nobody took, one past its time and one stopped at the gate need three different phone calls.
10:30 · GP TREATMENT2 OF 6 Bhiwandi warehouse LAST FINDING · 11 AUGRodent activity, bay 3 GateGate 2, pass at security Proof owed4 photos · chem log
The job opens with last month’s finding. Site, gate instructions, what was seen at bay 3 in August and the proof this visit has to bring back.
VISIT REMINDERS · TO THE CLIENT
Sendevening before · 18:00andmorning · 07:45
Only07:30 – 20:00· at most2 a day
WhatsAppEmail EVERY SEND LOGGED
The client knows the time window before you arrive. Reminders go out on a schedule, inside business hours and under a daily cap. A gate that is expected to be open is one less no-access visit.
Rats seen near dock 4COMPLAINT · from CON/26-27/0412OPEN
Revisit · Thu 10 Sep, 09:00V-21912 · Rakesh P · on R-09BOOKED
Owner’s view · open complaintscloses when the revisit completes3
A complaint and its revisit stay on the contract. The coordinator books the revisit from the complaint itself, so it lands on a route and stays open on the owner’s view until it is done.
GPS SHOWS He reached gate 2 19.2967 N
73.0631 E
10:31 · ±12 m
THE VISIT SHOWS What he did inside 18 stations read
4 photos · B-2291
Signed · R. Shaikh
Location and service proof stay separate. A GPS point says he was at the gate. The station readings, photos and chemical batch say what he did once inside.
Zoom out · the whole branch

The field board your supervisor keeps open all day

Late, unassigned, refused. I see it before the client calls.
— Kavya · operations

This is the real screen, with six crews and 34 visits. Tap a time in its top bar, then read the yellow notes. Two problems will need you before lunch.

upgearcrm.com/FieldBoard?branch=mumbai&date=2026-09-08
1 Field board · MumbaiTue 8 Sep · 6 crews · 34 visits · as of 08:30
4
0COMPLETED
1IN THE FIELD
33STILL DUE
0LATE OR REFUSED
2
IS Imran S0/6
Bhiwandi warehouse09:00 · due Sunrise kitchen10:15 · due Kohinoor mall11:30 · due Meridian DC-113:30 · due Orchid OPD15:00 · due Kalyan Foods16:30 · due
DV Deepak V0/5
Sunrise Hospitality09:15 · due Zenith Pharma10:45 · due Bluebell Bakers12:15 · due Andheri office14:00 · due Chakala data centre17:15 · due
SK Salim K0/6
Wadala depot09:00 · due Prime Hotels10:15 · due Sewri godown12:00 · due Mazgaon dock13:15 · due Byculla school14:30 · due Lodha Amara15:30 · due
AR Anita R0/4
Chakala office09:30 · due Vashi cold store11:00 · due Juhu bungalow13:00 · due Bandra clinic15:00 · due
RP Rakesh P0/7
Meridian DC-208:30 · arrived 08:30 Meridian stores09:30 · due Anjur cold store10:40 · due Vadpe warehouse11:40 · due Kalher unit13:30 · due Mankoli dock14:40 · due Bhiwandi DC-315:50 · due
FA Farhan A0/6
Thane Orchid OPD09:00 · due Majiwada society10:10 · due Ghodbunder mall11:30 · due Kalwa plant13:20 · due Mulund office14:40 · due Airoli IT park16:00 · due
DueLateArrivedInspectingCompletedEntry refused
3 NEEDS A DECISION0 Nothing yet. Problems arrive here, not as a phone call.
ACTIVITY · CALLS MADE TO ASK: 0
08:30 Rakesh P arrivedMeridian DC-2
Try it · route planner

Seven stops for Wednesday. Put them in road order.

Road order saved me 40 minutes on Wednesday.
— Imran · technician

Pick an order and a crew. The planner totals the kilometres and the finishing time, and checks his capacity and the chemicals he carries before the route goes to his phone.

Wed 9 Sep · R-04 East · leaves Thane store 09:00
STORE 7 Airoli IT park 3 Anjur cold store 1 Bhiwandi warehouse 5 Dombivli society 4 Kalyan Foods 2 Meridian DC-2 6 Thane Orchid OPD
Give the route to
62 kmKILOMETRES
16:09LAST STOP ENDS
0ISSUES
1 Bhiwandi warehouseGP treatment · 9.7 km 09:23
2 Meridian DC-2Rodent management · 6.7 km 10:19
3 Anjur cold storeFumigation · 8.3 km 11:19
4 Kalyan FoodsRodent stations · 6.0 km 12:14
5 Dombivli societyMosquito fogging · 13.0 km 13:25
6 Thane Orchid OPDFly control · 11.0 km 14:31
7 Airoli IT parkRodent stations · 7.5 km 15:29
Stop times include 40 minutes on site. Distances are sample figures on a schematic map.

Approve her leave, and her visits appear as work to move

Leave approved at 9. Her visits moved by 9:05.
— Kavya · operations

Four days off on the west route means nine visits need another crew or another date. You see them on the day you approve the leave, a week before they would have been missed.

If ARAnita R is on leave for 4 days from 12 Sep then 9 visits need a crew or a date.
12 Sep Chakala officeCockroach gel · CON 0377
12 Sep Bandra clinicGDT · CON 0402
12 Sep Juhu bungalowTermite drill · CON 0391
13 Sep Vashi cold storeRodent stations · CON 0388
13 Sep Andheri schoolMosquito fogging · CON 0415
14 Sep Versova hotelKitchen GDT · CON 0366
14 Sep Chakala officeRodent check · CON 0377
15 Sep Bandra clinicFly control · CON 0402
15 Sep Juhu bungalowTermite check · CON 0391
6GIVEN TO ANOTHER CREW3MOVED TO A NEW DATE3CLIENTS TOLD ON WHATSAPP
September capacity · Mumbai branch
Visits the branch can do796
Visits contracted788
Working days26
Crews8
Crew-days lost to leave9
Visits per crew-day4
ROOM FOR 8 VISITS September fits. That margin is what a new contract or another approved leave can use before a crew has to be added.

Eleven calls your supervisor makes before lunch

Half these calls were “kahan pahunche?”
— Suresh · owner

Most of them are someone asking where a piece of information is. Replay the same morning with the answer already on a screen, or tap a call to see where it would be.

CALL LOG · GANESH T, SUPERVISOR · TUE 8 SEP
MINUTES ON THE PHONE BEFORE 1 PM 42of 42 0 of 11 calls answered by a screen someone already has open
WHERE THE ANSWERS SIT NOW
In people’s heads and phones. Press replay.
STILL A CALL You still phone Kohinoor mall about the late visit. The difference is that his arrival times for the last three visits are open in front of you when you dial.
Your numbers

Put a number on your own week

Put your own numbers in. Mine made me wince.
— Suresh · owner

Five inputs from your branch, multiplied out in the open. It is arithmetic, not a savings promise, and it is a good sheet to bring to the demo.

Field crews8
“Where are you?” calls per crew, per day3
Minutes per call, including the call back3 min
No-access visits a month14
Cost of one return trip (fuel, time, van)₹650
SUPERVISOR HOURS ON THE PHONE, A MONTH 31 h 8 crews × 3 calls × 3 min × 26 days ÷ 60
RETURN TRIPS FOR NO-ACCESS, A MONTH ₹9,100 14 visits × ₹650 per trip
THE SAME TWO, OVER A YEAR 374 h · ₹1,09,200 Monthly figures × 12. Bring this sheet to the demo and we will show where each number sits on your board.
What operations heads ask us

Five questions, answered plainly

Including where tracking stops and what happens when the phone has no network.

Location is recorded with each visit state and in the location log during working hours. Managers can see the live map and replay a route. A location shows he was at the site. What he did there is shown by the station readings, photos and chemical record on the visit, and we keep those two separate on purpose.

Bring last Tuesday’s visit list to the demo.

Your crews, your sites and the visits that slipped. We load them into a route plan and run the day with your operations manager watching.

07:45 · PlanThe contract already told me who, where, when.Joseph · Supervisor