Manufacturing. The machine is delivered. Who's coming to install it?
Your reps chase enquiries, visit plants and book orders. Your engineers install machines and fix complaints. Most of it lives in calls, diaries and personal phones. See what your company can and can't see today.
● Plant floor · new machine
Machine tag
Install
Order booked
✓
Delivered
✓ Monday
Installation
Not assigned
Engineer
Waiting since: 4 days
Your MIS report. What can your company see today?
Eight things your sales and service teams handle with customers every month. Mark each one honestly. Anything you can't see is a blind spot.
Monthly MIS report
Account
Period
Report no.
Date
What happens
Can you see it?
Enquiries, visits and orders
02 Mar
Every enquiry, from calls, WhatsApp, email or social, with a rep who owns it
DrEnquiries sit in five inboxes. Some never get a call back.
05 Mar
Proof the rep visited the customer's plant: check-in, check-out and what was discussed
Dr"I met the purchase head," says the rep. Nothing to check it against.
09 Mar
Orders booked, and how each rep is doing against target
DrThe numbers arrive at month-end, in someone's sheet.
Installations and complaints
12 Mar
Every complaint as a ticket, with the right engineer and a time to fix it
DrThe complaint was a phone call. Nobody knows who took it.
16 Mar
Installation and breakdown visits closed with photos, time and location
Dr"Done," says the engineer. The customer says it isn't.
Customer talks
19 Mar
Calls and chats between reps and customers, on the company record, open for review
DrWhat was promised lives on a personal phone.
Policy audits
23 Mar
Audits in the field on your own checklist, with photos, who checked and when
DrThe audit happened, on paper. Nobody can find it.
Product answers
27 Mar
Specs and steps from the product manual, on site
DrThe engineer calls the office. The customer 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 themFive cards. Each one closes a different gap.
Your blind spots bring the right cards forward. Tap a card to read it.
Mark your statement above and the cards that matter to you come to the front.
Enquiries, visits and orders
Every enquiry lands in one place with a rep who owns it. Plant visits are checked in and out with time and location, and each one ends with a next step. Orders and each rep's progress against target show up as they happen, not at month-end.
Covers
Enquiry owner · Visit check-in · Orders and targets
Explore
Sales Force Automation →
Installations and complaints
Every complaint becomes a ticket, sent to the right engineer for that area, with a time to fix it and an escalation if it slips. Installation and breakdown visits are closed on the app with photos, so you see what was done.
Covers
Complaint tickets · Visit closure
Explore
Field Service Management →
Customer talks
Rep and customer calls and WhatsApp chats run on your company's record, not personal phones. Managers can review any conversation, and the history stays when a rep changes.
Covers
Talks on record
Policy audits
Audits in the field 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
Policy audits
Product answers
An AI assistant trained once on your company's own documents, with no internet. Your engineer or rep asks in plain words on site and gets the answer from your manuals and policies.
Covers
Manual answers
Explore
Private Enterprise AI →One customer. Every stamp in place.
Follow one plant customer from the first enquiry to a fixed complaint. Switch to see the same months with URVA.
URVA Customer history card
Plant customer · p. 1
Date
Particulars
Stamp
03 Feb
×Seen a week later, in someone's phone.
The WhatsApp enquiry has a rep the same day.
Enquiry owned
Missing
Enquiry owned
URVA Sales
06 Feb
×"Good meeting," on a phone call.
Check-in at the customer's plant, with notes and a next step.
Plant visited
Missing
Plant visited
URVA Sales
12 Feb
×Said on a personal call.
The rep's promise on delivery time is in the chat, on record.
Talk on record
Missing
Talk on record
URVA Connect
20 Feb
×Added to the sheet at month-end.
The order is on the app and counts towards the rep's target.
Order booked
Missing
Order booked
URVA Sales
Continued
p. 2
Date
Particulars
Stamp
04 Mar
×"Done," on WhatsApp.
The installation visit closes on the app with photos, time and location.
Installed
Missing
Installed
URVA Service
21 Apr
×Passed from desk to desk.
The breakdown call becomes a ticket. The nearest engineer fixes it on time.
Complaint fixed
Missing
Complaint fixed
URVA Service
21 Apr
×Calls the office and waits.
The engineer checks the fix steps from your manual, on site.
Manual answer
Missing
Manual answer
URVAshe
Every step happened. None of it is on one record.
Seven stamps. No gaps.
Teams across India that work with URVA
Your PO is ready. Bring it to the demo.
We'll go through each line with your team and show where URVA fits.
Purchase order
URVAVisibility slip
Mark your statement to print your list.