There are two ways to retain your FireMate data:
If moving to Uptick, applicable FireMate data is migrated to your new Uptick workspace. Learn about the items migrated in FireMate Data Migration Inclusions article.
If you choose not to migrate to Uptick, request the full export of your FireMate data.
Need both? An export can be provided alongside the migration if you want a separate copy.
Full export of your FireMate data
The extract is provided in CSV (spreadsheet) format and includes:
Assets
Attachment metadata
Branch information for customers, contracts, employees and properties
Common responses
Contacts
Contact report schedules
Contracts
Contract fees
Contract rates
Contract labour rates
Contract equipment rates
Customers
Customer custom invoices (with line items)
Custom invoices (with line items)
Custom prompts
Defects
Employees
Image metadata
Inventory
Invoices (with line items)
Jobs
Notes
Product periods
Properties
Purchase orders
Quotes (with items)
Regions
Routine activities with periods
Safety checklists
Service requests
Service requests tasks
Service requests equipment
Suppliers
System config - general settings
Tech visits
Zones
as well as:
Attachments that have been manually uploaded into FireMate by the user - at customer, contract, property, quote, Service requests, jobs, employee levels (via the attachment tab)
Images for assets and defects
Actions before FireMate retirement
Download reports from FireMate if you wish to retain PDF copies.
Download any invoices that are not accessible through your accounting integration.
Close out or deactivate any non-performed tasks in FireMate.
FAQs
Why can’t Uptick provide full PDF downloads of FireMate reports in bulk?
FireMate Desktop did not store copies of automatically generated reports, so it is not possible to provide bulk PDF downloads.
Can a full export of FireMate data be requested if we are moving to Uptick? Is there a cost for the extract?
Yes, a full export can be requested alongside the migration, and there is no additional cost for the extract.
FireMate Desktop is installed on my local machine, will this continue to work?
No. Although the FireMate Desktop interface is installed on-premise, it still it relies on certain data and services in the cloud to function such as receiving data from the field.