What You'll Learn
This article will help you understand the differences between Uptick's standard Customer Portal and the Premium Portal, so you can choose the right solution for your clients' needs.
Overview
Uptick offers two portal options to help your clients manage their fire safety compliance: the Customer Portal (included free with your subscription) and the Premium Portal (available as a paid add-on). Both provide real-time access to critical property information, but they're designed for different client needs.
Customer Portal: Essential Compliance at Your Fingertips
The Customer Portal is included free with your Uptick subscription and provides everything your clients need to stay on top of their fire safety compliance.
Key Features
Dashboard & Compliance Overview
Interactive map showing all properties with color-coded pins indicating defect severity (critical, non-critical, and non-conformance)
Real-time compliance status across the entire portfolio
Quick snapshot of outstanding defects and their age
Activity Reports
Defect Quotes: View, approve, or decline quotes directly from the portal
Service Quotes: Track quotes awaiting approval or already approved
Outstanding Invoices: See what's due and what's overdue
Monthly Activity Report: Summary of inspections, defects, invoices, and program maintenance
Monthly Maintenance Report: Detailed breakdown of assets serviced and their status
Property Management
Detailed property information including building details and contacts
Program maintenance schedules showing completed, scheduled, overdue, and missed services
Access to all inspection reports with download capability
Public documents including floor plans, commissioning documentation, and base information
Defect Management
Complete defect registry with filtering options
View defects by severity, age, contractor, and status
Compliance tracking by asset type
Contractor performance visibility
Search & Navigation
Advanced search across properties, assets, defects, and reports
Intuitive filtering to find exactly what you need
Interactive graphs and KPIs that link to detailed views
What Clients Can Do
Approve or decline quotes directly from the portal (no need to search through emails)
Submit rectifications for defects they've fixed themselves (with supporting photos and documentation)
Download reports for any time period
Track compliance across their entire portfolio in real-time
Best For
Single properties or small portfolios (1-3 properties)
Property managers and facilities managers who need day-to-day operational visibility
Clients who want self-service access to their compliance information
Premium Portal: Advanced Insights for Strategic Decision-Making
The Premium Portal builds on the standard portal with advanced features designed for larger portfolios and executive-level reporting. It's ideal for clients who need deeper insights, customization, and strategic planning tools.
Everything in Customer Portal, Plus:
Risk Areas & Alerts
Custom compliance alerts beyond fire services (building compliance, plant and equipment, asbestos, hazmat)
Automated triggers for missing documentation, expired certifications, or overdue compliance items
Proactive notifications to address issues before they become critical
Annual Certification Tracking
Track annual certification status across all properties
Identify certifications issued late or overdue
Performance reporting on compliance deadlines
Asset Lifecycle Management
Forecast asset replacement needs based on expected life cycles
View replacement costs and budget requirements
Analyze asset condition (new, good, poor, end of life)
Plan capital expenditure up to 10 years in advance
Pivot table analysis by asset type, condition, and installation date
Financial Insights
Spend analysis across different periods
Billing and callout insights
Repair cost tracking
Budget forecasting for long-term contracts
Advanced Reporting
Contract Performance Report: Track inspections attended, certificates issued, and defects resolved
Defect Performance Report: Analyze defect age and resolution rates across the portfolio
Customizable reporting periods
Drill-down capability into detailed data
Service Call Tracking
Monitor outstanding and completed service calls
Track response times and resolution rates
Routine Activities
Filter and view specific routine types
Track what's been performed vs. what's outstanding
Customization Options
The Premium Portal can be customized to your client's specific needs:
Risk areas configured based on their compliance requirements
Custom alerts tailored to their industry and regulatory environment
White-labeling options available
Settings applied at the client group level for consistent experience across the organization
Best For
Large portfolios (multiple properties across regions or states)
National or global property managers
Executive-level users (directors, state managers, compliance officers)
Clients who need strategic planning and budget forecasting
Organizations managing complex compliance requirements beyond fire safety
Pricing
Customer Portal: Included free with your Uptick subscription
Premium Portal: Priced per property per month. Contact your Uptick account manager or [email protected] for pricing details.
Setup Considerations
Customer Portal
Can be enabled at the client level (for individual clients) or client group level (for multiple properties)
Invitation sent to the primary contact email
Multiple users can access via client groups
Quick setup with minimal configuration
Premium Portal
Must be enabled at the top-level client group (applies to all properties underneath)
Requires consultation with Uptick support team to configure custom features
Some features require extensions to be enabled (e.g., Asset Lifecycle, Risk Areas)
Setup includes customization of risk alerts and reporting views
Important: Premium Portal settings can only be changed at the top-level entity. If you need premium features for just one client within a larger group, you'll need to restructure your client hierarchy.
Making the Right Choice
Choose the Customer Portal if your client:
Has a small to medium portfolio
Needs operational visibility and day-to-day compliance tracking
Wants to approve quotes and track defects efficiently
Prefers a straightforward, easy-to-use interface
Choose the Premium Portal if your client:
Manages a large, multi-property portfolio
Requires executive-level reporting and strategic insights
Needs budget forecasting and asset lifecycle planning
Has complex compliance requirements beyond fire safety
Values customization and white-labeling options
Wants proactive alerts for compliance risks
Getting Started
For Customer Portal:
Navigate to People > Clients
Select your client
Click Send invitation in the Customer Portal section
The primary contact will receive login instructions
For Premium Portal:
Contact your Uptick Customer Success Manager or email [email protected]
Discuss your client's specific needs and use cases
Work with the Uptick team to configure custom features
Enable extensions as needed (Asset Lifecycle, Risk Areas, etc.)
Test the portal before rolling out to your client
Tips for Success
Engage Your Clients
Present the portal at your next client meeting
Show them how to navigate and use key features
Demonstrate how it reduces their administrative burden
Highlight the value-add of real-time compliance visibility
Reduce Support Calls
Encourage clients to use the portal for report access, quote approvals, and defect tracking
This frees up your team to focus on service delivery rather than administrative requests
Leverage Premium Features
For long-term contracts (3-5 years), use Asset Lifecycle to help clients budget for future replacements
Use Risk Areas to position yourself as a comprehensive compliance partner, not just a fire safety provider
Customize reports to match your client's board reporting requirements
Need Help?
If you have questions about which portal is right for your client, or need assistance with setup and configuration, contact:
Uptick Support: [email protected]
Your Customer Success Manager
For detailed setup instructions, visit our Help Center articles: