What You'll Learn:
How to set up and manage keys and equipment in Uptick
How to loan and return items from the web platform
How to collect and return items using the Uptick App
How to track loan history and availability
Overview
The Keys and Equipment module helps you manage and track keys, fobs, entry cards, and equipment for your company. Uptick records when items are checked out, who has them, and when they're returned—giving you full visibility to audit access, follow up on missing items, and provide clients with peace of mind.
Common uses:
Property access keys, fobs, and entry cards
Test equipment and calibration tools
Drills, tools, and other loaned supplies
Setup
Enable the Module
Contact Uptick Support to enable the Keys and Equipment module on your account.
Set Permissions
Users need the "Can create, update and delete keys" permission to access this module. This permission allows users to:
Create and edit key/equipment records (office staff)
Collect and return items (technicians via the app)
To set permissions, go to Control Panel > Security Groups and assign the appropriate permission to your team members.
Add Keys and Equipment
Option 1: Add items manually
Go to Tools > Keys and Equipment
Click Create new key
Enter the details:
Name (e.g., "Building A Master Key" or "Multimeter #3")
Description (optional)
Property (optional - link to a specific property)
Click Save
Option 2: Bulk import Contact Uptick Support for help using the importer tool to add multiple items at once.
Using the Web Platform (Office Staff)
Loan or Return Items
Go to Tools > Keys and Equipment
Use the filters to find the items you need
Select the items by clicking the checkbox
Click Edit Keys
Choose Loan or Return
Search for the technician's name
Click Apply Changes
View Item Details and History
Click View on any item to see:
Current loan status
Loan history (who borrowed it and when)
Notes about the item
Using the Uptick App (Technicians)
View Your Loaned Items
On the Dashboard, your currently loaned keys and equipment appear under the Keys & Equipment section.
View All Available Items
Tap View All in the Keys & Equipment section
You'll see:
Items loaned to you
Available items
Items loaned to others
Check Access Requirements for a Task
When viewing a task, key and equipment availability is shown under the Access section of the Task tab.
Collect or Return Items
Find the item in your Keys & Equipment list
Tap Collect (if available) or Return (if you have it)
The system updates immediately
Note: You can only collect items that are available and not already loaned to someone else.
Tips for Success
Keep descriptions clear: Include serial numbers, locations, or other identifying details
Link to properties: Attach keys to specific properties so technicians know which keys they need for upcoming jobs
Review regularly: Check for items that haven't been returned and follow up with technicians
Use for equipment tracking: This module works great for managing test equipment, calibration tools, and other company assets