Setup
You will need the Major Servicing module turned on in your workspace. If you do not see this in your main menu, reach out to [email protected].
You will also need the following permissions in your security group:
Can update and archive assets.
Can view defect quotes.
Can see all tasks.
Click here to learn about permissions and security groups.
Site-Based vs Asset-Based Servicing
| Site-Based Servicing | Asset-Based Servicing |
How the servicing date is calculated | According to the Annual Date on the routine. All assets in the routine are treated as due at the same time. | According to the Base Date set on each asset, which can be different for assets on the same property. |
How to set it up in the Control Panel |
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How to set it up on the property |
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Example | A site has a 6-monthly inspection routine for smoke detectors with an annual inspection date on 1 March. All 24 detectors are grouped into the same task and inspected together every 6 months | A site has 3 fire extinguishers, each on a 5-yearly major service cycle. First extinguisher is due Jan 2026 (base date is June 2021), second - in August 2027 (base date is August 2025) — each service is generated as individual task. |
Asset-Based levels for Major Servicing
Major servicing doesn’t follow the usual property servicing schedule (like annual or 6-monthly). Instead, it occurs at fixed intervals based on the asset itself.
In Uptick, Asset-Based levels and the Base Date on the asset are used to calculate when the servicing is due. For instance, if the Asset-Based level is set to every 60 months, and the Base Date is 1 February 2020, the asset will be due for major servicing in February 2025.
Ensure the routine service level on the property has Asset-Based Servicing enabled, so that the next due date is calculated from the Base Date on the asset, rather than the Annual date on the routine.
To make a level Asset-Based by default for any new routines added to properties, enable Asset-Based Servicing on the routine service level type.
In-contract and non-contracted major servicing
The Asset-based level can be either non-contracted or in-contract on a property:
Non-contracted: disabled (unticked) and managed via the Non-Contracted Servicing Dashboard to create quotes and tasks. When viewing routines on the property, the level is displayed as a white box with a number of assets applicable in the top right corner.
In-contract: enabled (ticked) and tasks are created the same way as other levels. When viewing routines on the property, the level is displayed as a grey box with a number of assets applicable in the top right corner.
How to set up the Non-Contracted Servicing Dashboard
1. Navigate to Tools > Non-contracted Servicing.
2. Click Configure Products next to the asset-based level.
3. Search for and select the product to be used in the quote for this asset type and level, then click Save Product.
For variant-specific products, choose the variant in the first column and the product in the second.
How to quote for Non-Contracted Major Servicing
1. Navigate to Tools > Non-contracted Servicing.
2. Scroll down to the table of applicable assets and click Create Quote.
3. Then click Create quote again when viewing the list of assets applicable.
4. Follow the Create and send a defect quote instructions.