What You'll Learn
This guide provides a comprehensive overview of how to manage properties in Uptick, from creation and setup to handling specific situations like putting properties on hold. You will learn how to:
Create and update property details
Manually update a property's address
Manage correspondence details for a site
View property information
Put a property on hold and manage associated tasks
Work with Body Corporate and Owner Corporations Managers (OCMs)
Viewing a Property
To view a property's details, navigate to Customer Data > Properties from the side navigation bar. You can search for a specific property by name or address. Clicking on a property will display its page, which contains all relevant information.
Key sections on the property page include:
Access Details: This section outlines the schedule, procedure for entry, door codes, and any additional notes for accessing the property.
Client Details: Here you can find information about property contacts and their contact details.
Timeline: The property timeline, located on the top right, allows you to add notes and view a history of activities related to the property.
Manually Updating a Property's Address
If you need to manually pin or update a property's address on the map, you can do so from the property's page. The display address is used to describe the pin, so even if you can only pin the location close to the actual property, you can rename the pin to whatever is most convenient for identification.
Changing Correspondence Details for a Site
The primary contact for all property-related correspondence is the client manager. This should only be changed if there is a change in property management.
To add additional contacts for specific correspondence:
Go to the property's profile and click Update Contacts within the Contacts section.
On the contacts page, you can add individuals, assign their roles, and manage their contact details. You can also control who is included in correspondence and who receives specific documents.
Putting a Property on Hold
There are situations where you might need to put a property on hold, such as when a property is on stop credit or undergoing major construction. When a property is on hold, new tasks will not be generated for it.
To place a property on hold:
Navigate to the property and click Update.
Change the Status field to "On hold".
Click Save property and provide a reason for the hold.
To change the status of tasks for properties on hold:
Go to Tasks and filter for tasks that are not "Complete" and have a Property Status of "On Hold".
Select all the tasks and change their status to "Not ready".
Click Apply changes.
Working with Body Corporate and Owner Corporations Managers (OCMs)
When working with OCMs, invoices often need to be generated "care of" the manager. To handle this, you should create Billing Cards for each property managed by your body corporate clients.
For clients using Xero, you can create a Contact Group for each OCM and add each Owner Corporation to that group. This allows you to group by Contact Group when running aged receivable reports.