Uptick Glossary

What You'll Learn: This glossary defines the key terms and concepts used throughout Uptick. Whether you're new to the platform or need a quick reference, this guide will help you understand the terminology used in both the Uptick Web Platform and Uptick App.

A login and password that a user needs to access Uptick.

A physical object on a property (e.g., fire extinguisher at the front door) or an area on a property that requires regular inspection to comply with legislation and/or OH&S concerns.

A grouping of assets that share the same servicing standard (e.g., all fire extinguishers).

A sub-type of an asset (e.g., 2.5kg ABE extinguisher is a variant of fire extinguisher).

A container for all information about a physical address or site. A property is managed by a client and consists of two parts:

Used when there are multiple "dwellings" within a large property (e.g., apartment complex with individual units).

The legal entity managing the property. A client can belong to a Client Group.

The main organization that contains multiple clients (individuals who work for the same company). If a client has more than one representative associated with properties, the Client Group classifies these representatives under the same umbrella.

A legal entity responsible for the property. A billing card stores:

Billing cards can be linked to clients or properties and integrate with Xero or MYOB to facilitate invoicing.

An agreement between you and the client to perform certain services that will be billed at an agreed interval (monthly, quarterly, annually, etc.).

A billing contract covering a specific period (e.g., 01/12/2019 - 31/12/2020).

Something valued by your clients that your business sells at a set frequency on a recurring basis (e.g., Portables 6 Monthly, Sprinkler Yearly).

A legal agreement to perform a particular service, or set of services, at a property on a regular basis. Services allocated to a property are called Service Contracts.

A list of services that your business offers. Each service can be configured with unique frequencies. Once you build your Routine Services list, you can add routines to your client's properties.

Essential compliance and maintenance procedures usually performed on a property monthly, quarterly, or yearly.

An activity to be performed on a property (also called a "job"). Typical tasks include Programme Maintenance, Repair, and Callouts. A task can involve the execution of one or many service contracts.

An activity to be performed on a property by an external supplier.

A grouping of tasks based on geography, specific to technicians.

Anyone who has access to Uptick (login access) using an account.

A field agent who performs a task on site. An Assigned Technician is a technician who has been given specific task(s) to perform.

A technician who has been set to only service certain assets on a property.

Suppliers or subcontractors (subbies) that you engage to deliver services to your clients.

Unique rules that control what a user can or can't do or access. Office staff generally have most permissions, while field users have restricted permissions.

User groups with role-based access permissions.

A quote for defective or non-compliant property-related assets and/or services.

A quote for services rendered. It can help you quote new properties or projects that are not asset-specific.

Something your business sells. It can be tangible items (materials) or intangible (labour).

A defect found on an asset (e.g., the fire extinguisher is damaged and needs to be replaced). A remark includes:

Remarks can be preset (list of common defects) or added as a custom note.

Essential documents that collate important data on a property. They can be emailed, downloaded (PDF), or exported as CSV files.

Digital files that track physical logbooks left on properties after they are serviced.

A downloadable document (Excel-type file) containing set information on selected tasks, properties, quotes, etc.

An email sent to a client that performs a bundle of actions like generating reports and invoices to quickly close a task that has been serviced.

Forms added to tasks where templated essential information is captured, such as SWMS or checklists.

An area of editable information that enables you to input data (text, numbers).

A tool that allows you to limit your search results by selecting 'is' or 'is not' and typing in the related field. Any list can be filtered so you only see relevant information.

A classification tool (e.g., attributes, assets, or clients) for clean organization and easy accessibility.

A module that allows you to track the time spent by each technician performing tasks or doing other activities for payroll purposes.

A list of events that are programmed to show when a user changes data.

This will appear under the events of the timeline when the system generated the event rather than a specific user. The user's name will normally be present if a specific user made any changes.

The passive and active safety features required to ensure the protection and safety of buildings and their occupants.

Annual Essential Safety Measures Report.

Annual Fire Safety Statement (NSW only).

Things that a building needs to adhere to based on building code (e.g., paths of travel to exit). Mostly visual inspections. Example: fire doors should always have levers, not knobs, so people with burned hands or grip disabilities can use their elbows.

A module that allows you to track ESM items that have or have not been maintained. A contractor can sign off ESMs that they maintain via this module.

Contains information about your account. Each Uptick client receives a unique server that can be accessed by any computer or iOS/Android device.

Shortcut to helpful tools likethe latest release notes, support documentation, etc.

Users can raise support tickets to technical and customer support officers to receive help with a process or report any odd behavior with the Uptick system.

Owners Corporation details (reference) for Strata titled buildings.

A permit for a property that allows it to have occupants.

Need More Help? If you can't find the term you're looking for or need more detailed information about a specific feature, please contact our support team or search our Help Center for related articles.