Building materials. The dealer placed the order. Where is it now?
Your reps visit dealers, take orders, follow up and audit their shops every day. Most of it lives in diaries, calls and personal phones. See what your company can and can't see today.
● Dealer showroom · order day 6
Dealer order · Sharma Tiles & Sanitary
Order
Status
– Not updated –
▾
✓
Order taken
04 Mar
?
Dispatched
No update
Delivered
—
Last update: in the rep's diary
Your beat register. What can your company see today?
Eight things your teams handle with dealers every day. Mark each one honestly. Anything you can't see prints as a debit.
Beat register
Company
Period
Register no.
Time
What happens
Can you see it?
Dealer visits and orders
09:30
Each rep's beat plan: which dealers, on which day
DrThe beat lives in the rep's head. Some dealers wait weeks.
10:15
Proof the rep was at the dealer: check-in and check-out at the shop
Dr"I visited," says the rep. Nothing to check it against.
11:20
Every order taken at the dealer, and where it stands until it's delivered
DrThe dealer calls to ask where it is. You call the rep to find out.
12:40
Follow-ups after each visit: the next order, a pending query
DrNobody owns the follow-up. The dealer goes quiet.
Dealer calls
14:05
Dealer calls reach the right team: sales, accounts or dispatch
DrThe call is passed from desk to desk.
15:10
Every dealer call and chat, who answered and what was promised
DrPromises live on personal phones.
Dealer audits
16:30
Audits at the dealer's shop: checklist, photos, who checked and when
DrThe audit happened, on paper. Nobody can find it.
Product answers
17:45
Specs and the latest product notes, at the dealer's counter
DrThe rep calls the office. The dealer waits.
Closing balance
0
Dr
Mark each line to see your balance.
Lines to check
8
Seen (Cr)
0
Blind spots (Dr)
0
Not sure counts. If you can't say, you can't see it.
See what closes themFour cards. Each one closes a different gap.
Your blind spots bring the right cards forward. Tap a card to see what it does.
Mark your register above and the cards that matter to you come to the front.
Dealer visits and orders
Each rep gets a beat plan of dealers to visit. Check-in and check-out happen at the dealer's shop, inside a geofence, so you know the visit was real. Orders go on the app with their status until they're delivered, and every visit ends with a follow-up that has an owner.
Covers
Beat plan · Visit check-in · Order status · Dealer follow-up
Explore
Sales Force Automation →
Dealer calls
Dealer calls and WhatsApp chats run on your company's record, not personal phones. Each one reaches the right team, sales, accounts or dispatch, and the history stays when a rep changes.
Covers
Call routing · Calls on record
Dealer audits
Audits at dealers' shops follow your own checklist on the app, with photos, time and location. Every audit is stored with who checked it and when, for central review.
Covers
Dealer audits
Product answers
An AI assistant trained once on your company's own documents, with no internet. Your rep asks in plain words at the dealer's counter and gets the answer from your product notes and specs.
Covers
Product answers
Explore
Private Enterprise AI →One dealer. Every stamp in place.
Follow one dealer from the beat plan to a delivered order. Switch to see the same month with URVA.
URVA Dealer ledger
One dealer, one month · p. 1
Date
Particulars
Stamp
02 Mar
×Visited when the rep remembers.
The dealer is on the rep's beat plan for Tuesday.
On the beat
Missing
On the beat
URVA Sales
04 Mar
×"I was there," on a phone call.
Check-in at the dealer's shop, with time and location.
Visit checked in
Missing
Visit checked in
URVA Sales
04 Mar
×Written in the rep's diary.
The order goes on the app, with the items and an owner.
Order taken
Missing
Order taken
URVA Sales
07 Mar
×"I'll check and call back."
The dealer asks about a spec. The rep answers from your documents.
Answer in hand
Missing
Answer in hand
URVAshe
Continued
p. 2
Date
Particulars
Stamp
09 Mar
×Passed from desk to desk.
The dealer's "where is my order?" call reaches dispatch, on record.
Call routed
Missing
Call routed
URVA Connect
11 Mar
×Found out when the dealer complained.
The order status moves to delivered. You see it without calling.
Delivered
Missing
Delivered
URVA Sales
18 Mar
×On paper, in a file.
The shop audit is done on your checklist, with photos.
Shop audited
Missing
Shop audited
URVA Comply
Every step happened. None of it is on one record.
Seven stamps. No gaps.
Teams across India that work with URVA
Your challan is ready. Bring it to the demo.
We'll go through each line with your team and show where URVA fits.
Delivery challan
URVAVisibility slip
Mark your statement to print your list.