Did you know Uptick has inbuilt business reporting? This means at the click of a button you can see data like how many properties you maintain, how many assets you maintain, how many staff, clients, contractors or even tenancies you have in Uptick.
Several of the pages in Uptick's Insights and Reporting have interactive graphs or images. Check it out below:
Using the navigation bar > Insights and Reports
In this page you have access to the following reporting
In your business by the numbers
Total properties
Total assets
Total accounts
Total staff
Total clients
Total contractors
Total technicians
Total tenancies
Total active tasks
Operations
Realtime activity dashboard
Realtime technician dashboard
Operations
legacy
Finance
Revenue by month
Revenue forecast
Completed task profitability
legacyWork in Progress (WIP)
legacyTask Activity
legacy
Clients and Properties
Client revenue
Property insights
Properties map
Sales and Quoting
Defect quoting
Product usage report
Sales
legacyProducts
legacy
Technicians
Activity
legacyMaintenace
legacyBillables
legacy
Operations Dashboard
How does the expected line work?
It looks at all your inspection routine maintenance tasks for the month, and calculates how many you'll have to complete each work day in order to stay on track and complete them by the end of the month. It uses their due date and task category for this.
How does the performed (blue) line work?
This data is received via how many of the above tasks are marked as performed.
How does the completed (green) line work?
This data is received via how many of the above tasks are marked as completed.
Properties Map
Properties Map shows you all your properties in one place where each circle represents a property location. These circles (properties) are colour coded.
See what each colour represents below:
Blue represents property status "On Hold"
Black represents a property that has assets added with no history of last service result (pass, fail).
Green indicates all assets' last service result is "Pass". Meaning the property is compliant.
Red indicates there are assets where last service result is "Failed". Meaning the property isn't compliant.