# UpChannels

> Retail software plus a real team for small stores and service businesses.
> The UpChannels software gets a store organized — sales, inventory,
> customers, scheduling, delivery, payments, and finance in one system — and
> the UpChannels team does the growth work software alone can't: the website
> and customer portal, the ads and business profiles, the integrations, and
> the automation. Industry setups cover businesses that sell products, sell
> services, or both.

UpChannels is built by a software and service firm in Cupertino, California.
The platform is sold as a subscription with a free trial; the dashboard lives
at https://app.upchannels.com and the marketing site documents what it does.

The site navigation groups everything below into three menus, matching the
three sections of this file: Products (what the software does), Services (what
the team does for you), and Industries (setups per business type).

## Start here

- [Retail Software & a Real Team to Grow Your Store](https://www.upchannels.com/): One system for sales, inventory, scheduling, payments, and finance — plus a real team that builds your website, runs your ads, and automates the busywork. For independent retailers and service businesses.
- [About Us](https://www.upchannels.com/about): UpChannels is a software and service firm in Cupertino, California, building one-stop management tools for small retail stores.
- [Pricing Plans](https://www.upchannels.com/pricing): Simple, transparent pricing for UpChannels. Start with a free trial, upgrade anytime. No hidden fees. Plans for small businesses and growing retailers.
- [Let's Talk About Your Business](https://www.upchannels.com/contact): Schedule a consultation with our team to discuss how we can help streamline your operations and drive growth for your business.
- [Schedule a Demo](https://www.upchannels.com/schedule-demo): Book a live walkthrough of UpChannels. Tell us a bit about your business and our team will reach out shortly.
- [SMS Text Messages Opt-In](https://www.upchannels.com/sms-opt-in): Opt in to receive SMS notifications from UpChannels. Get appointment reminders, order updates, and exclusive offers delivered to your phone.
- [Privacy Policy](https://www.upchannels.com/legal/privacy): Learn how UpChannels collects, uses, and protects your personal information. Read our privacy policy for details on data handling and your rights.
- [Terms of Service](https://www.upchannels.com/legal/terms): Read the UpChannels Terms of Service. Understand your rights and responsibilities when using our retail management platform and services.

## Products

Features inside the UpChannels software, listed under "Products" in the site
navigation. From daily operations to reporting and intelligence.

- [Products](https://www.upchannels.com/products): Index of every part of the platform, grouped into core operations, growth and marketing, management and analytics, and commerce and fulfillment.

- [Admin & User Management](https://www.upchannels.com/features/admin): Advanced administration tools for comprehensive business management including user management, system configuration, and organizational oversight.
- [Ads Insights & ROI Tracking](https://www.upchannels.com/features/ads-insights): Comprehensive advertising performance analytics with detailed insights, ROI tracking, and campaign optimization tools.
- [Ads Metrics & Attribution](https://www.upchannels.com/features/ads-metrics): Deep performance analytics for advertising spend, attribution, and ROI.
- [Bank Reconciliation](https://www.upchannels.com/features/bank-reconciliation): Connect your bank account and match every deposit, payout, refund, and expense against your books, then close each statement period with confidence.
- [Product & Service Catalog Management](https://www.upchannels.com/features/catalog): Comprehensive catalog management for your products and services with easy organization and powerful management tools.
- [Competitor Monitor](https://www.upchannels.com/features/competitor-monitor): Stay ahead of the competition with comprehensive competitor monitoring, pricing analysis, and market intelligence tools.
- [Customer Portal](https://www.upchannels.com/features/customer-portal): Give every customer a secure, login-free link to their order — live status, appointments, online payment, and review requests, all branded to your store.
- [Customer Management](https://www.upchannels.com/features/customers): Comprehensive customer relationship management with profile tracking, communication history, and relationship nurturing tools.
- [Daily Journal Management](https://www.upchannels.com/features/daily-journal): Build team habits with comprehensive daily journal management, operational insights, and performance tracking for better business outcomes.
- [Smart Dashboard](https://www.upchannels.com/features/dashboard): Real-time performance metrics, industry-standard KPIs, and visual analytics to drive smarter decisions.
- [Delivery Routing & Dispatch](https://www.upchannels.com/features/delivery-routing): Plan delivery days on a driver-grouped board, arrange stops into an optimized route in one click, text drivers a live route link, and keep inventory exact.
- [Finance & Expense Management](https://www.upchannels.com/features/finance): Handle your business finances with ease using comprehensive expense tracking and assets & liabilities management.
- [Growth Tools](https://www.upchannels.com/features/growth): Comprehensive growth tools to expand and nurture your customer base with SMS campaigns, reviews, ads insights, and more.
- [Inventory Management](https://www.upchannels.com/features/inventory): Comprehensive inventory management system with real-time tracking, procurement, labeling, and marketplace integration.
- [Local Vibes: Hyper-Local Marketing](https://www.upchannels.com/features/local-vibes): Engage with your local community using hyper-local marketing, events, and location-based customer insights.
- [Loyalty Program & Rewards](https://www.upchannels.com/features/loyalty-program): Reward customers, increase retention, and encourage repeat purchases with flexible loyalty tools.
- [Communication Hub](https://www.upchannels.com/features/messages): Centralized SMS messaging with a unified inbox and full customer context — orders, jobs, and history beside every reply. 24/7 auto and semi-auto answering is coming soon.
- [Multiple Location Management](https://www.upchannels.com/features/multiple-locations): Manage multiple business locations with individual profiles, tax settings with multiple tax rules, and operational configurations from a centralized dashboard.
- [Onboarding & Setup](https://www.upchannels.com/features/onboarding): Seamless setup to get your business running quickly with guided onboarding, profile setup, and dashboard access.
- [Order Management](https://www.upchannels.com/features/orders): Efficient order management from creation to fulfillment with new order creation, history tracking, and scheduling.
- [Partners Network](https://www.upchannels.com/features/partners-network): Collaborate with partners to expand reach, co-market offerings, and grow together.
- [Integrated Payments](https://www.upchannels.com/features/payments): Take in-person and online card payments with Stripe: charge smart readers, send payment links, and record every charge, refund, and payout against the order.
- [Pro Marketing Automation](https://www.upchannels.com/features/pro-marketing): Advanced marketing automation, segmentation, and omni-channel orchestration.
- [Procurement Management](https://www.upchannels.com/features/procurement): Streamline your procurement process with supplier management, purchase order automation, and comprehensive procurement analytics.
- [Business Reports & Analytics](https://www.upchannels.com/features/reports): Generate insightful business reports with comprehensive analytics, forecasting, and data visualization tools.
- [Review Management](https://www.upchannels.com/features/reviews): Comprehensive review management system to boost your online reputation, collect customer feedback, and manage reviews across platforms.
- [Sales Management](https://www.upchannels.com/features/sales): Comprehensive sales management with support for different order types, advanced data views, and powerful analytics.
- [Service Management](https://www.upchannels.com/features/services): Comprehensive service management with appointment scheduling, service profiles, and booking capabilities for service-based businesses.
- [SMS Marketing Campaigns](https://www.upchannels.com/features/sms-campaigns): Powerful SMS marketing campaigns with automation, personalization, and comprehensive analytics for effective customer communication.

## Industries

Per-business-type setups, listed under "Industries" in the site navigation.
The same system runs businesses that sell products, sell services, or both.

- [Industries](https://www.upchannels.com/industries): Index of every business type UpChannels ships a setup for, split into businesses that sell products and businesses that sell services.

- [Appliance Repair Management Solution](https://www.upchannels.com/solutions/appliance-repair): Manage appliance repair jobs end to end: diagnostic and repair workflow tracking, parts procurement, warranty claims, and customer service.
- [Appliance Store Management Solution](https://www.upchannels.com/solutions/appliance-store): Appliance retail management for model and serial inventory, delivery and installation scheduling, warranty coverage, and service call tracking.
- [Bike Shop Management Solution](https://www.upchannels.com/solutions/bike-store): Bike shop software for frame and parts inventory, service tickets, custom build and pickup scheduling, and rental tracking in one place.
- [CBD Store Management Solution](https://www.upchannels.com/solutions/cbd-store): Compliance-first CBD retail management: batch and lot tracking, potency and COA fields, age verification, and customer education campaigns.
- [Cleaning Services Management Solution](https://www.upchannels.com/solutions/cleaning-services): Cleaning business management for recurring schedules, crew dispatch and workload balancing, supply tracking, and automatic customer reminders.
- [Clothing Store Management Solution](https://www.upchannels.com/solutions/clothing-store): Fashion retail management for size and color matrix inventory, seasonal buying, customer style profiles, and trend-based marketing campaigns.
- [Contractor Services Management Solution](https://www.upchannels.com/solutions/contractor-services): Keep contracting projects on track with estimates, job schedules, materials tracking, and subcontractor coordination in one connected system.
- [Electrical Services Management Solution](https://www.upchannels.com/solutions/electrical-services): Electrical contractor software for job estimates, crew scheduling, permit and materials tracking, and technician dispatch in one platform.
- [Electronics Store Management Solution](https://www.upchannels.com/solutions/electronics-store): Electronics retail management for serialized product tracking, warranty coverage, repair service coordination, and tech support scheduling.
- [Furniture Store Management Solution](https://www.upchannels.com/solutions/furniture-store): Furniture retail management for custom orders, showroom inventory, design consultation booking, and delivery coordination in one platform.
- [Garden & Outdoor Store Solution](https://www.upchannels.com/solutions/garden-store): Garden center and nursery management for plant variety and batch tracking, seasonal stock, vendor scheduling, and delivery and installation.
- [Gift Store Management Solution](https://www.upchannels.com/solutions/gift-store): Gift and boutique retail management for bundles and hampers, personalization, seasonal promotions, and loyalty and membership programs.
- [Handyman Services Management Solution](https://www.upchannels.com/solutions/handyman-services): Handyman business software for fast job quotes, visit scheduling, parts tracking, and automatic customer updates all from one place.
- [HVAC Services Management Solution](https://www.upchannels.com/solutions/hvac-services): HVAC contractor software for service scheduling and dispatch, equipment and warranty history, truck parts inventory, and maintenance contracts.
- [Jewelry Store Management Solution](https://www.upchannels.com/solutions/jewelry-store): Jewelry retail management for stone and metal attributes, barcoded inventory, custom design orders, appraisals, and repair and resizing tickets.
- [Lawn Care Management Solution](https://www.upchannels.com/solutions/lawn-care): Lawn care software for recurring treatment schedules, route planning, crew and equipment tracking, and automatic customer updates.
- [Liquidation Store Management Solution](https://www.upchannels.com/solutions/liquidation-store): Liquidation retail management for bulk inventory and sourcing, dynamic pricing and automated markdowns, and rapid turnover analytics.
- [Plumbing Services Management Solution](https://www.upchannels.com/solutions/plumbing-services): Plumbing contractor software for emergency and project dispatch, crew scheduling, parts inventory and supplier coordination, and customer updates.
- [Tree Care Management Solution](https://www.upchannels.com/solutions/tree-care): Arborist and tree care software for job estimates, crew safety, equipment tracking, permits, and crew scheduling in one connected platform.

## Services

Work the UpChannels team does for you rather than software you operate,
listed under "Services" in the site navigation. Software gets a store
organized; this team does the growth work software alone can't — the
website and customer portal, the ads, the integrations, the automation.

- [Done-for-You Growth Services on Your Store’s Own System](https://www.upchannels.com/services): A real team that builds your website and customer portal, runs your Google and Facebook ads, connects your tools, and designs automation around your store — all on the system that runs your counter.
- [Automation Design & Implementation](https://www.upchannels.com/services/automation): Tailor-made, AI-powered automation designed around your store’s specific pain points — invoicing, reporting, reordering, review requests — to cut hours of busywork and lower manpower cost.
- [Facebook Ads & Business Management](https://www.upchannels.com/services/facebook-ads): Meta (Facebook & Instagram) campaigns and page management run by a dedicated team — with retargeting built from your real customers and results checked against recorded sales.
- [Google Ads & Business Management](https://www.upchannels.com/services/google-ads): A dedicated team runs your Google Search, Shopping, and Business Profile — measured against the sales your system actually recorded, not clicks.
- [Social Media Management](https://www.upchannels.com/services/social-media-management): Content creation, scheduling, and community engagement that builds a brand your customers follow.
- [System Integration](https://www.upchannels.com/services/system-integration): Connect QuickBooks, your POS, payment gateways, and other tools so your data flows automatically.
- [Website Development](https://www.upchannels.com/services/website-development): Dealer and service-business websites — product storefronts with cart and checkout, or booking-first service sites — that double as a full customer portal, built on the system that runs your store.

## Notes

- The application itself (https://app.upchannels.com) is behind sign-in and is
  excluded from crawling.
- Product documentation lives at https://docs.upchannels.com.
