Can emails be sent to all clients in bulk?
Bulk email sending is not supported. For this functionality, consider using a dedicated mail automation service like Mailchimp.
How can client requirements, such as Manual Billing required, Reporting Requirement Notes etc, be set in bulk for clients?
Any information on existing clients can be updated in bulk via the CSV Data Importer. To learn more, please review How to update existing data via Uptick CSV Data Importer.
What happens to existing tasks when a client is changed on a property?
When a property is assigned to a new client, all existing tasks generated before the change will retain the previous client’s information. This also applies to the Customer Portal.
How should large clients be structured in Uptick for better management?
Use a structured hierarchy to control access and streamline management:
Clients are individual property managers or OC managers with their own portal, accessing only their assigned properties.
Client Groups represent a state or regional division, allowing senior managers to view all properties within their group on the Customer Portal.
Parent Client Group manages multiple Client Groups and provides access to all properties on the Customer Portal.
Can I nest client groups more than two levels deep?
No. Client group nesting is limited to two levels — a Parent client group at the top, one Client group beneath it, and then the individual clients (with their properties and billing cards below). A client group that already has a parent can’t also be made a parent, so the deepest structure is Parent client group → Client group → Clients. If you need what looks like a third level, add that client group directly under the top-level parent instead of under the middle group.
How do I set up a property manager who bills on behalf of a property owner?
Set the property manager up as the Client, and use the Billing card to represent the property owner who is actually invoiced. The client and billing card are deliberately separate records for exactly this reason. For a large property-management customer, a typical structure is: Parent client group (for example, head office) → Client group (for example, a region or division) → Client (the property manager) → a Billing card per building (the property owner billed for that site).