The Work tab is the central hub of a task in Uptick, where you view and manage all of the work on the task. This article explains how the Work tab is laid out, how to add new activities, how to troubleshoot missing assets, and how to track asset compliance.
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 the Work tab is laid out
All work on the task sits under the Activities header. Each section only appears when there is relevant work of that type on the task:
Charges — work that isn't tied to a specific asset.
Asset Repair — repair work against a specific asset, and where relevant a remark.
Asset Maintenance — routine servicing of the assets on the task.
To add work, click + Add Activity at the top right of the Activities header and choose Charge, Asset Repair, Asset Maintenance or Routine Servicing. You can also use the add button on each section (+ Charge, + Repair or + Asset Maintenance).
Each section has its own toolbar (Search, filter, favourite) plus Bulk action, Download and Columns controls — and importantly, its own columns, described below.
Charges
The Charges table shows these columns:
Product
Activity
Qty
Cost
Sell
Performed
To add a charge, click + Charge (or + Add Activity > Charge), complete the pop-up, and click Create.
Available fields on a charge
Available fields on a charge
Product (required): Select a product that is needed to perform this task.
Invoice description: The description is typically shown on reports, invoices and purchase orders.
Quantity (required): Quantity of materials or labour (hrs) required.
Cost Price ($) (required): The estimated cost of this product.
Sell Price ($) (required): The expected revenue of this product if invoiced.
Billable: On by default. Whether this product should be charged to the client once performed.
Performed By: Who performed the work.
Performed Date: When the work was performed.
Asset Repair
The Asset Repair table shows these columns:
Asset
Remark
Product
Description
Qty
Cost
Sell
Performed
To add a repair, click + Repair (or + Add Activity > Asset Repair), complete the pop-up, and click Create.
After a charge has been created, you can link an asset to it to convert it into an Asset Repair. Open the charge, select the Asset (and the remark it resolves, if any), then save — the charge becomes an asset repair linked to that asset, so the work is recorded against the asset rather than as a standalone charge.
Available fields on an asset repair
Available fields on an asset repair
Asset (required): Select an asset from the property to repair.
Remark: Select an existing remark for this asset (choose the asset first).
Product (required): Select materials or labour required to repair this asset.
Invoice description: The description is typically shown on reports, invoices and purchase orders.
Quantity (required): Quantity of materials or labour required to repair this asset.
Cost Price ($) (required): The estimated cost of this product.
Sell Price ($) (required): The expected revenue of this product if invoiced.
Billable: On by default. Whether this product should be charged to the client once performed.
Performed By: Who performed the work.
Performed Date: When the work was performed.
Asset Maintenance
The routine service levels assigned to the task are summarised at the top of this section, showing:
ID
Routine
Visit fee
Activities — a progress bar and fraction of how many applicable assets have been serviced.
Below the summary, the serviced assets are listed with these columns:
Asset
Product
Routine
Cost
Sell
Performed
Use the Grouping control to switch between No grouping and Group by Routine.
To add to this section, click + Asset Maintenance and choose Asset Maintenance (unscheduled maintenance of a single asset) or Routine Servicing (add scheduled or unscheduled routines).
Available fields when adding an asset maintenance activity
Available fields when adding an asset maintenance activity
Asset (required): Select an asset from the property for unscheduled maintenance.
Routine service level (required): Select a routine service level to perform.
Product: Add a chargeable product if required — materials or labour chargeable for maintenance of this asset.
Importants notes
The Re-apply sub-tasks button appears in this section only when the applicable service task assets have changed — for example when a routine has been added to or removed from the task, or when assets have been added to or deactivated on the property. Click it to add new assets and remove old ones from the service tasks, then click Confirm.
An asset maintenance activity is a one-off maintenance activity for a single asset on this task. It does not affect the property's programme maintenance calendar (no sub-task is created). To affect the programme maintenance calendar, Add routine to a property.
The task must have a due date to add routine servicing. Set the due date from the Due banner in the right-hand column — click Edit and set the Due date. Options when adding routine servicing:
Existing Routines: Scheduled routines due within 3 months of the task's due date. Tick one to add it to the task.
Unscheduled Routines: Tick one to create an impromptu service — this creates a new routine for the task's due month.
The Performed column and the Service button
The Performed column shows who completed the work and when. For Asset Maintenance it also shows the result (Pass, Fail or No Test) and an alert icon with the number of remarks identified. Icons highlight whether the item is Scheduled, Quoted, Scanned, Billable or Invoiced, and the Service button opens the item to edit and perform it.
Remark registry
The Remark registry lists the remarks identified against the assets on this task, grouped by asset. A badge shows how many remarks have been identified, and each entry shows the asset, the remark's status (such as Added), the remark reference and its description. See how remark status, events and severity work for more detail.
Actions
At the bottom of the Work tab, the Actions section is where you manage action groups on the task. Add a group with + Add action group, or apply a saved template with Load action template.
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:
Assets were added after the task was created
Routine (I&T) tasks pull their required service tasks from the assets present on the property at creation time — assets added later won't automatically appear.Fix (web only): On the task's Work tab, in Asset Maintenance section, click Re-apply sub-tasks (only shows when the routine is on the task and there are changes to the relevant assets on the property). Review the pop-up, then Confirm.
The task wasn't generated as a routine task
Routines and their assets only pull through when the task is generated via Customer Data → Routine Servicing or Properties → View Property → Routines (see Create an I&T Task). Tasks created as a callout or repair won't pull in routine/asset data.Asset type not configured for the routine
On Routine task, an asset will only be automatically pulled through if its Asset Type is set up to be serviced by that routine.Fix: Go to Control Panel -> Asset types, view the Asset type matching the current assets, then click Maintenance tab and review which routines and levels the Asset type and variants apply to. If the Maintenance table is incorrect, edit the asset type/variant to select correct routine type. Check asset type configuration for more information.
Incorrect permissions or branch access (app users)
Technicians on mobile may not see assets without the right access.Fix: Confirm their security group has Can see all tasks and Can create assets enabled; if your company uses branches, confirm the user and property are on 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 Asset Maintenance 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 coloured 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. 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 for the report type, such as marking a report as non-compliant if any assets have failed or have critical remarks.