What You'll Learn: This article explains how to set up products for defect quoting and the Replace Now feature, including:
Suggested products for remarks
Default replacement products for asset variants
How these settings work together in defect quoting
Overview
When technicians find defects in the field, Uptick offers three ways to handle product selection for quoting and repairs:
Suggested Products – A shortlist of products that appear when adding a remark
Default Replacement Products – Auto-populated products for specific asset variants
Replace Now – Immediate replacement without creating a quote (requires authorization limits)
1. Suggested Products
What they are:
A shortlist of products configured on remark types that appear when technicians add a remark in the Uptick App.
Where to set them:
Control Panel > Asset Types > View > Edit Remark Type > Suggested Products field
How they work:
Technicians see these products at the top of the product selection when adding a remark.
They can still search the full Product Catalog if needed.
Products added this way appear in the Quote Builder for defect quotes.
Best for: Commonly used products for specific defect types (e.g., a "Damaged hose" remark suggests relevant hose products).
2. Default Replacement Products
What they are:
A single product automatically assigned to an asset variant that appears when using Replace Now or creating defect quotes.
Where to set them:
Control Panel > Asset Types > Variants > Edit > Set Advanced > Default Replacement Product
How they work:
When "Requires replacement" is enabled on a remark type AND a default replacement product is set, the
Replace Nowoption appears in the app.The product auto-populates in the Quote Builder (can be overridden by selecting a different product).
Used for assets that typically need identical replacements (e.g., a 2.5kg fire extinguisher is always replaced with another 2.5kg extinguisher).
Best for: Assets with standard, predictable replacements.
3. How These Settings Affect Defect Quoting
In the Quote Builder (Uptick Web Platform)
When creating a defect quote, the products you configured will appear based on what the technician selected:
Scenario | What Appears in Quote Builder |
Technician selected a suggested product | That product appears and can be added to the quote |
Technician added a remark with "Requires replacement" enabled | The default replacement product auto-populates |
Technician added a remark with no product selected | A checkbox appears: "Add to quote" (you must manually select a product) |
⚠️ Important: If you add a remark to a quote without a product, you'll see a "Must have a product" error. You will need to select a product before finalizing the quote.
4. Replace Now and Defect Quotes
Key Difference:
Items added via Replace Now do NOT appear in the Quote Builder because they bypass the quoting process entirely.
Why?
Replace Now is used when:
The task has an authorization limit.
The technician can fix the defect immediately.
The work will be invoiced directly without needing client approval on a quote.
Workaround for Quoting:
If a remark has Replace Now enabled but you want to quote it instead:
In the Uptick App, tap Add > Add Remark Only (do not use
Replace Now).The default replacement product will automatically appear in the Quote Builder.
You can override this by selecting a different suggested product.
Best Practices for Setup
To make defect quoting fast and intuitive:
✅ Configure suggested products for all applicable remark types.
✅ Enable "Requires replacement" for remarks that need product replacements.
✅ Set default replacement products for asset variants with standard replacements.