Setup
You will need the following permission in your security group:
Can see all tasks.
Click here to learn about permissions and security groups.
How to understand the work tab of a task
Pre-start activities
Review the action groups on the task.
Activities (service tasks)
+ Add to create new service tasks.
Routines - the list of routine service levels assigned to the task (I&T only), with a fraction indicating how many applicable assets have been serviced and the visit fee corresponding to the per-visit fee on the Do&Charge billing contract.
Service tasks represent individual work items within the following information:
Asset worked on for Asset Maintenance and Asset Repair service tasks, left blank for Task Charge.
Product used for Task Charge, Asset Repair and Asset Maintenance (only for Do&Charge per-asset fee) service tasks.
Activity displays the routine service level and product description for Asset Maintenance service task; the product and remark to resolve for Asset Repair service task; and the product description for Task Charge service task.
Qty, Cost and Sell: quantity, cost and price of the product.
Performed shows who completed the task and when. For Asset Maintenance service tasks, it also displays the result (Pass, Fail, or No Test) and an alert icon with the number of remarks identified. Additional icons highlight if the task is Scheduled, Quoted, Scanned, Billable, or Invoiced, while the Service button is used to edit and perform the service task.
Updates to remark registry
Summarises the number of events that happened to the remarks on the tasks and lists all of the events grouped by asset.
How to create new service tasks
Charge
1. Click + Add in the top right corner of the Activities section and select Charge.
1. Click + Add in the top right corner of the Activities section and select Charge.
2. Select the Product, update any of the prefilled fields from the product catalogue, and click Create.
2. Select the Product, update any of the prefilled fields from the product catalogue, and click Create.
Available fields on a task charge
Required (Product, Quantity, Cost Price, Sell Price)
Required (Product, Quantity, Cost Price, Sell Price)
Product: Select a product that is needed to perform this task.
Quantity: Quantity of materials or labour (hrs) required.
Cost Price: Estimated cost of this product.
Sell Price: The expected revenue of this product if invoiced.
Optional (Invoice description, Appears on invoice)
Optional (Invoice description, Appears on invoice)
Invoice description: The description is typically shown on reports, invoices and purchase orders
Appears on invoice: Should this product appear on an invoice once performed?
Asset Repair
1. Click + Add in the top right corner of the Activities section and select Asset Repair.
1. Click + Add in the top right corner of the Activities section and select Asset Repair.
2. Select the Asset, Remark and Product, update any of the prefilled fields from the product catalogue, and click Create.
2. Select the Asset, Remark and Product, update any of the prefilled fields from the product catalogue, and click Create.
Available fields on an asset repair
Required (Asset, Product, Quantity, Cost Price, Sell Price)
Required (Asset, Product, Quantity, Cost Price, Sell Price)
Asset: Select an asset from the property to repair.
Product: Select materials or labour required to repair this asset.
Quantity: Quantity of materials or labour required to repair this asset.
Cost Price: Estimated cost of this product.
Sell Price: The expected revenue of this product if invoiced.
Recommended (Remark)
Recommended (Remark)
Remark: Select an existing remark for this asset.
Optional (Invoice description, Appears on invoice)
Optional (Invoice description, Appears on invoice)
Invoice description: The description is typically shown on reports, invoices and purchase orders.
Appears on invoice: Should this product appear on an invoice once performed?
Asset Maintenance
1. Click + Add in the top right corner of the Activities section and select Asset Maintenance.
1. Click + Add in the top right corner of the Activities section and select Asset Maintenance.
2. Select the Asset and Routine service level, update any of the prefilled fields from the product catalogue, and click Create.
2. Select the Asset and Routine service level, update any of the prefilled fields from the product catalogue, and click Create.
Available fields on an asset maintenance
Required (Asset, Routine service level)
Required (Asset, Routine service level)
Asset: Select an asset from the property for unscheduled maintenance.
Routine service level: Select a routine service level to perform.
Optional (Product)
Optional (Product)
Product: Select materials or labour chargable for maintenance of this asset
Routine Servicing
1. Click + Add in the top right corner of the Activities section and select Routine Servicing.
1. Click + Add in the top right corner of the Activities section and select Routine Servicing.
The task must have a due date to add routine servicing, which can be done on the Task tab when updating Assignments.
2. Check boxes under Existing Routines to add a scheduled service, or check boxes under Unscheduled Routines to create an impromptu service, then click Update Routines.
2. Check boxes under Existing Routines to add a scheduled service, or check boxes under Unscheduled Routines to create an impromptu service, then click Update Routines.
Why Aren't All Assets Showing in the Work Tab?
If you notice that assets are missing from a task's Work tab, it's usually due to one of the following reasons.
1. Assets Were Added After the Task Was Created
For routine maintenance (I&T) tasks, Uptick generates the list of required service tasks based on the assets present on the property at the time of task creation. If new assets are added to the property after the task has been generated, they will not automatically appear.
Solution: Re-apply Sub-tasks (Web Platform Only)
The Re-apply sub-tasks button updates the task with the latest asset list from the property.
Navigate to the task on the Uptick web platform.
Click on the Work tab.
Click the Re-apply sub-tasks button. A pop-up will show you which service tasks will be added or removed.
Click Confirm to update the task.
2. Asset Type Is Not Configured for the Routine
An asset will only be included in a routine task if its Asset Type is configured to be serviced by that routine.
Solution: Check Asset Type Configuration (Web Platform)
A System Administrator may need to perform these steps.
Go to Control Panel > Asset Types.
Find the relevant asset type and click Edit.
In the Maintenance section, check the Applicable Routines dropdown.
Ensure the correct routine is selected for that asset type.
Click Save Asset Type.
Return to the task and use the Re-apply sub-tasks function to pull in the newly eligible assets.
3. Incorrect Permissions or Branch Access (App Users)
Technicians may not see assets on the mobile app if they lack the necessary permissions or are not assigned to the correct branch.
Solution: Verify User Permissions and Branch
Permissions: Ensure the user's security group has the 'Can see all tasks' and 'Can create assets' permissions enabled.
Branch Access: If your company uses branches, verify that the user and the property belong to the same branch.
How to Track Asset Compliance in the Work Tab
The Work tab provides a clear view of the compliance status for each asset being serviced.
Understanding Compliance Indicators
In the Performed column of the Activities section, you can see the service result for each asset:
Pass: The asset is compliant.
Fail: The asset is non-compliant.
No Test: The asset has not been tested.
The compliance status is also represented by colored dots on floorplans:
Green: Compliant (last result was "Pass").
Red: Non-compliant (last result was "Failed").
Grey: Not Tested (no service history).
Setting Up Compliance Tracking
Compliance is determined by the routines assigned to an asset type. To set this up:
Go to Control Panel > Asset Types.
Edit the desired asset type.
Under the Maintenance section, select the routines that determine compliance from the Applicable Routines dropdown.
Click Save Asset Type.
Once configured, any asset of that type will automatically follow these compliance rules. The final compliance status of a report can also be determined by failure criteria you set, such as marking a report as non-compliant if any assets have failed or have critical remarks.