Uptick offers flexible options to help you manage large buildings and sites with multiple tenancies. This guide will help you choose the right approach based on your reporting, invoicing, and contact management needs.
What You'll Learn
When to use Parent/Child properties
How to manage contacts for multiple tenants
How to filter and view tenancies
How to schedule tasks across multiple tenancies
Choose Your Setup Approach
Option 1: Parent/Child Properties
Use this when: Each tenancy needs separate reports or defect quotes.
Parent/Child properties let you organize multiple tenancies under one main property while keeping documentation separate for each unit.
How it works:
Each tenancy becomes a "child" property
The main building is the "parent" property
Child properties stack neatly under the parent
Each child can have its own reports, quotes, and invoices
Learn more: Parent/Child Tasks and Properties
Option 2: Multiple Contacts on One Property
Use this when: Separate documentation isn't required, but different contacts need specific correspondence.
This approach keeps everything on one property while controlling who receives what.
What you can control:
Invoices
Reports
Defect Quotes
Notifications
Tip: Use asset locations (e.g., "Shop 2, Front Entrance") with the Places filter in the Uptick App to help technicians find assets quickly.
Filter Properties by Type
Use the Parent Property Type filter on the Properties dashboard to view:
Filter Option | What It Shows |
All | All properties (unfiltered) |
Buildings only | Properties without child properties |
Buildings with tenancies only | Properties that have child properties |
Tenancies only | Child properties only (parent not shown) |
CSVCopy
Learn more: How to use filters in Uptick
Set Up Tenancy Contacts
Add and manage contacts for different tenancies directly on a property.
Steps:
Open the property and click the Contacts tab
Click Update contacts
Add contact details and set their preferences
Contact Settings:
Field | Description |
Role | Tenant, Owner, Site/Property Manager, or Access Contact |
Name | Contact's full name |
Organisation | Business name or tenancy (e.g., "Shop 2") |
Required for invoices, reports, and quotes | |
Invoice | Toggle to send invoices to this contact |
Report | Toggle to send reports to this contact |
Defect Quote | Toggle to send defect quotes to this contact |
Notification | Toggle to send notifications to this contact |
Public | Toggle to make contact details visible to contractors |
CSVCopy
Schedule Tasks Across Multiple Tenancies
When you need to visit multiple tenancies for one task, create separate appointments with unique names.
Steps:
From the task page, click Schedule
Drag the task onto the technician's schedule
In the Summary field, enter the tenancy name (e.g., "Shop 1")
Repeat for each tenancy
This creates multiple appointments for the same task, making it easy to track progress across tenancies.
Learn more: Appointment Scheduler
Related Articles
Need help? Contact our support team through the messenger in your workspace or email [email protected].