How to Set Up and Use Replace Now
What You'll Learn:
How Replace Now speeds up asset replacements in the field
How to configure Replace Now in Control Panel
How technicians use Replace Now in the Uptick App
What is Replace Now?
Replace Now allows technicians to replace assets immediately in the field when they have authorization, without creating a defect quote first. When a technician uses Replace Now, the system:
Updates the asset details (keeping service history intact)
Automatically adds the replacement product to the task for billing
Resolves the remark
Note: Replace Now is only available in the Uptick App (iOS and Android), not on the web platform.
Before You Start
You'll need these permissions:
Can change site configuration settings
Can configure the asset library
Step 1: Enable "Requires Replacement" on a Remark Type
Navigate to Control Panel > Asset Types
Click View on the asset type you want to configure
Find the remark type and click Edit
Tick the checkbox labeled Requires replacement
Click Save remark type
Step 2: Set a Default Replacement Product
From the asset type page, click the Variants tab
Click Edit on the asset variant you want to configure
Click Set advanced
In the Default replacement product field, select the appropriate product from your Product Catalog
Click Save Variant
Once saved, the replacement product will appear in the Replacement column on the Variants tab.
Using Replace Now in the Uptick App
iOS
When a technician adds a remark that has Replace Now enabled, they'll see two options:
Replace Now - Immediately replaces the asset and adds the product to the current task
Add Remark Only - Creates a remark for defect quoting (doesn't charge immediately)
To use Replace Now:
Select the remark against the asset
Tap Replace Now
Update the following details:
Before/After photos
Replacement product (auto-selected if configured)
Barcode/bSecure
Base date
Installation date
Tap Done
Android
To use Replace Now:
Open the asset
Tap Replace Now
Select the applicable remark
Fill out the details:
Before/After photos
Replacement product (auto-selected if configured)
Barcode/bSecure
Base date
Installation date
Tap SAVE & RESOLVE
Replace Now vs. Defect Quoting
Use Replace Now when:
The technician has authorization to replace the asset immediately
The replacement cost is within the task's authorization limit
You want to bill the replacement on the current service task
Use Add Remark Only when:
The replacement needs approval first
The cost exceeds the authorization limit
You want to create a defect quote for the customer
Note: Items added via Replace Now will NOT appear in the Quote Builder, as they're billed directly to the service task.
Related Articles
Understanding defect quoting and suggested/replacement products
Create and manage remark types
Create and manage asset types
App: Add an asset