What You'll Learn
How simPRO terms translate to Uptick
Key differences in terminology between the two platforms
Quick reference for common features and functions
Terminology Comparison
simPRO Term | Uptick Term |
Customer | Client |
Site | Property |
Contract | Billing Contract |
Recurring Invoice | Billing Contract (Fixed Period or Ongoing) |
Job | Task |
Quote | Service Quote or Defect Quote |
Asset | Asset |
Asset Type | Asset Type |
Catalogue | Product Catalogue |
Stock | Inventory/Products |
Schedule | Scheduler |
Technician | Technician/Field User |
Lead | Opportunity (via CRM integrations) |
Invoice | Invoice |
Purchase Order | Purchase Order |
Supplier | Contractor/Supplier |
Service | Routine Service Type |
Maintenance Plan | Routine/Service Contract |
Defect | Remark |
Site Contact | Client Contact (linked to Property) |
Custom Field | Custom Field |
Attachment | Document |
Note | Internal Note or Task Note |
Key Concept Differences
Data Structure
simPRO: Customer > Site > Job
Uptick: Client > Property > Billing Contract > Task
In Uptick, billing contracts sit at the property level and define the recurring services you provide. Tasks are then generated from these contracts or created as one-off jobs.
Recurring Work
simPRO: Uses Recurring Invoices and Maintenance Plans
Uptick: Uses Billing Contracts (for billing) and Routines (for scheduling recurring maintenance work)
Defects & Repairs
simPRO: Defects are tracked within jobs
Uptick: Remarks are tracked at the asset level and can be quoted via Defect Quotes
Asset Management
Both platforms support asset tracking, but Uptick is built specifically for asset-based servicing in the fire and security industry, with:
Asset walk order for efficient site visits
Base dates for compliance tracking
Asset variants for detailed categorization
Built-in inspection standards
Quick Reference: Common Tasks
What you want to do | In simPRO | In Uptick |
Set up a new customer | Create Customer | Create Client |
Add a service location | Create Site under Customer | Create Property under Client |
Set up recurring billing | Create Recurring Invoice | Create Billing Contract |
Schedule regular maintenance | Create Maintenance Plan | Create Routine on Property |
Create a one-off job | Create Job | Create Task |
Quote for repairs | Create Quote from Job | Create Defect Quote from Remark |
Track equipment | Add Asset to Site | Add Asset to Property |
Invoice for work | Generate Invoice from Job | Dispatch or Generate Invoice from Task |
Need More Help?
Migrating from simPRO?
Uptick offers personalized data migration support to help transfer your customers, sites, assets, and recurring invoices. Contact your onboarding manager for details.
Learning Uptick:
Uptick Terminology - Complete glossary of Uptick terms
Uptick Learning Essentials - Step-by-step guides for getting started
Uptick Cheat Sheet - Quick reference for common tasks
Questions? Contact our support team at [email protected] or through the in-app chat.
