What you'll learn:
What property schedules are and why they matter
Which schedule types are available in Uptick
How to add and update schedules on a property
What are Property Schedules?
Property schedules store important statutory and compliance document details for your properties. These records help you track critical building certifications, permits, and safety documentation required for regulatory compliance.
Schedules are reference records only—they store document details (type, number, and date) but don't replace the actual documents. You can upload physical copies to the property's Documents tab.
Why Use Property Schedules?
Compliance tracking: Keep all statutory document details in one place
Report generation: Schedules automatically populate compliance reports like AESMR and AFSS
Quick reference: Office staff and technicians can quickly view permit and certification details
Audit readiness: Maintain accurate records for inspections and audits
Available Schedule Types
Uptick supports the following schedule types:
Occupancy Permit or Certificate of Occupancy (OP)
Maintenance Determination (MD)
Maintenance Schedule (MS)
Annual Fire Safety Statement (AFSS)
Fire Safety Certification & Fire Safety Schedule
Schedule of Essential Safety Measures (SESM)
Certificate of Final Inspection (COFI)
Statutory Document
Fire Engineering Report
How to Add or Update a Schedule
On the Uptick Web Platform:
Navigate to Customer Data > Properties
Select the property you want to update
Click the Schedules tab
Click Update Schedules
Select the schedule type from the dropdown
Enter the document number and date
Click Save Schedules
On the Uptick App:
Open the property
Scroll to the Property Schedules section
Tap Edit (top right)
Add or update schedule details
Tap Save
Important Notes
Customer Portal visibility: Schedule details are not currently visible to clients in the Customer Portal. If you need to share this information with clients, add it to the property's Documents tab in a "public" folder.
Creating new properties: When you create a new property, you can add an Occupancy Permit during setup. This automatically saves as a schedule on the property.
Multiple schedules: You can add multiple schedules of different types to a single property (e.g., both an Occupancy Permit and a Maintenance Determination).
Uploading documents: To upload the actual schedule document (PDF), go to the property's Documents tab and upload the file there. The Schedules section only stores reference details.
Related Articles
Create and Update a Property
AESMR Process
Set up Essential Safety Measures (ESMs)
How do I share property documents with a client?
A Guide on the Uptick Customer Portal
Need help? Contact our support team via the chat icon in Uptick or email [email protected]