The Premium Customer Portal is an advanced version of the standard Customer Portal, offering powerful tools for strategic analysis, financial planning, and comprehensive compliance management. This guide details the exclusive features available in the Premium Portal.
What You'll Learn
Understand the advanced features of the Premium Customer Portal.
Learn the setup requirements for key features like Lifecycle Analysis and Document Compliance.
Discover how to leverage premium reports and analytics for strategic decision-making.
Setup
To enable the Premium Customer Portal and its features, contact your Uptick Customer Success Manager or email [email protected]. Some features may require specific extensions to be enabled in your Uptick Web Platform and initial configuration by our team.
Note: The Premium Portal is a paid add-on, billed per property per month. It must be enabled at the highest level of the client hierarchy (i.e., for the entire client group).
Key Features of the Premium Portal
The Premium Portal includes all the functionality of the standard portal, plus the following advanced features:
Asset Lifecycle Analysis
The Asset Lifecycle Forecast panel helps you and your clients plan for future capital expenditure by predicting when assets will need replacement and forecasting the associated costs.
This feature provides a pivot table that groups assets by type and allows you to analyse replacement schedules and costs.
To use the Lifecycle Analysis feature, the following setup is required:
Installation Date: Each asset must have an accurate installation date recorded.
Asset Condition: Technicians need to regularly update the condition of assets (e.g., Good, Poor, End of Life) during service.
Lifecycle Years: The expected lifespan in years must be set, either on the Asset Type in the Control Panel or on an individual asset if its life expectancy differs from the standard.
Replacement Product: A replacement product must be assigned to the asset type to forecast future costs.
Note: The lifecycle analysis table currently cannot be filtered by client or downloaded directly from the portal.
Spend Tracking
The Spend Tracking panel provides a detailed financial overview, helping your clients understand their maintenance and repair expenditure. The panel includes:
A breakdown of invoices by task type.
A summary of repair spend categorised by asset type.
This allows for better budget management and identifies which asset types are incurring the most costs.
Advanced Reporting
The Premium Portal unlocks two powerful, non-customisable reports designed for board-level insights and performance tracking :
Contract Performance Report: This report tracks Key Performance Indicators (KPIs) for inspections, certifications sent, and defects resolved. You can click into the numbers on the graphs to drill down and view the associated tasks.
Defect Performance Report: This provides an overall summary of defect statistics across sites, clients, and client groups, which is ideal for board reports.
Task and Defect Timeline
On the individual Tasks and Defects pages within the portal, a visual Timeline is displayed. This provides a chronological view of all events and notes related to the item. Clients with the correct permissions can interact with this timeline, such as adding their own notes to the defect rectification workflow.
Task Dispatch Panel
For individual tasks, a Task Dispatch Panel is visible, showing key dispatch information and status updates, providing greater transparency on job progress.
Additional Premium Features
Expanded Routine Activities: The routine activities panel expands to show a monthly count for each routine. You can also configure it to exclude specific internal routines from the client's view.
Portfolio Filtering: Pre-load custom filters (e.g., by State or other custom fields) that your clients can use to quickly segment and view their property portfolio.
View Archived Properties: Access historical data for properties that have been archived. While analytics won't be pulled for these, it allows clients to review past reports and service history.
Child Properties as Tenancies: For properties like shopping centers, you can display the relationship between the parent property and its tenants directly in the property list.
Hide Property Panel: This option changes the portal view to a more landscape-oriented layout, which can be preferable for some users.
Annual Certification Panel: A dedicated panel that tracks the status of annual certifications can be toggled on for clients to view.
IoT Monitoring: For clients using our Honeywell integration, an IoT panel can be enabled to display data from connected devices.
White-Labelling (Coming Soon): The ability to brand the portal with your client's logo and colours.
For more information or to enable the Premium Customer Portal, please contact our support team at [email protected].