Setup
You will need the following permission in your security group:
Can view property list page.
Can add properties.
Can view property.
Can create and update properties.
Use the bulk-importer.
Click here to learn about permissions and security groups.
How to create a property
1. Navigate to Customer Data > Properties and click Create Property.
1. Navigate to Customer Data > Properties and click Create Property.
2. Start typing in the Address field and select the correct address from the dropdown list. Then choose an existing Client.
2. Start typing in the Address field and select the correct address from the dropdown list. Then choose an existing Client.
3. Click Create.
3. Click Create.
Available fields on a property
Required (Address, Property name, Client, Access Schedule)
Required (Address, Property name, Client, Access Schedule)
Address: Search for an address to set map coordinates, timezone and the display address.
Property name: It is prefilled from the address but can be edited. Use the common name the building is known by (e.g. Parliament House, Eureka, MONA).
Client: Assign an existing client to the property. If it is a new client, click Create new client.
Access Schedule: Automatically set to Needs review. Select what the technician should do before attending the site.
Optional (Billing card, Account Manager, Access Procedure, Access Code, Access Note, Manually set address fields, Manually set property status or reference, Set clients details, Set strata details, Set categorisation details, Set site requirements, Set building attributes, Set occupancy permit)
Optional (Billing card, Account Manager, Access Procedure, Access Code, Access Note, Manually set address fields, Manually set property status or reference, Set clients details, Set strata details, Set categorisation details, Set site requirements, Set building attributes, Set occupancy permit)
Billing card: Refers to the legal entity that receives the invoice. Leave blank to inherit the client billing card or Create new billing card.
Account Manager: A staff member who manages this property's account.
Access Procedure: What the tech should do once arrived on site.
Access Code: Provide key code or key number.
Access Note: Extra details for gaining entry to the building, leave blank where possible.
Manually set address fields (Building or Business Name, Street Address, Suburb, Town or City, State or Region, Postcode, Land/Lot number) to change the fields automatically prefilled from the selected address
Manually set property status or reference
Status: The status of the property reflects the stage at which the property is in the system (Active, Setup, On Hold, Inactive).
Ref: The automatically generated reference number for the property as set in the configuration settings. This can be changed if need be.
Set clients details
Client reference: Client reference code used in communications with the client and shown on report headers.
Authorisation Ref: Purchase order / Work order number to appear on invoices.
Review Date: When should this property be reviewed internally? This is usually reserved for properties that are On Hold.
Set strata details
OCSP number: Owners corporation number.
AGM date: Record your AGM date for convenience.
Set categorisation details (Parent Property, Tenant organisation, Local Government Area, Tags)
Set site requirements (Client signature required, Induction required, Log book entry required, Signature required, Internal Note, Service Requirements, Safety Requirements, Billing Requirements, Report Requirements)
Set building attributes (Certification Date, BCA building class, Building use, Building Standards, Building Era, Building Size, Building size (sqm), Stories above ground, Stories below ground, Construction class, Building Part, Building Tenancies)
Set occupancy permit (OP number, OP date, OP location)
Video
How to update the property details
Navigate to Customer Data > Properties and View the property.
Navigate to Customer Data > Properties and View the property.
Access details
1. Click Update in the Access section.
1. Click Update in the Access section.
2. Update Access Schedule, Access Procedure, Access Code or Access Note and click Save.
2. Update Access Schedule, Access Procedure, Access Code or Access Note and click Save.
Client details
1. Click Update in the Client or Billing card sections.
1. Click Update in the Client or Billing card sections.
2. Select Client or Billing card, then check the box Update related Tasks with new client and/or billing card or Update related Defect Quotes with new client. Then click Save.
2. Select Client or Billing card, then check the box Update related Tasks with new client and/or billing card or Update related Defect Quotes with new client. Then click Save.
Address details
1. Click Update in the Location section.
1. Click Update in the Location section.
2. Start typing the new address in Search address and select the new address from the dropdown, update Display address for reports or expand Manually set address fields. Then click Save.
2. Start typing the new address in Search address and select the new address from the dropdown, update Display address for reports or expand Manually set address fields. Then click Save.
Other site details
1. Click Update next to the property's reference and name.
1. Click Update next to the property's reference and name.
2. Update any available fields, then click Save.
2. Update any available fields, then click Save.
How to create properties via Uptick CSV Importer
1. Download and open the Properties - Simplified Data Import Template.csv.
2. Complete the spreadsheet, adding or removing optional columns as needed. Save it as a Comma-separated values (CSV) file, the only format supported by the Importer.
Field name: | Property Name | Address | Client |
Field description: | Required. Enter the property name or street address if unnamed. | Physical address of this property, including state and postcode. | Name of the client to be invoiced after servicing the property. Must match the name of existing client in the workspace exactly: spelling or spacing differences will cause import errors. |
Field example: | Bob's Burgers Abbotsford | 15 Yarra Street, Abbotsford VIC 3067 | Bob's Burgers Pty Ltd |
3. Follow the instructions on How to create new data via Uptick CSV Data Importer
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