What You'll Learn: This article explains how to complete major servicing (non-contracted services) in the Uptick mobile app for both Android and iOS devices. You'll learn how to complete pre-approved major services and how to perform major servicing with onsite approval.
Overview
Completing major servicing in the Uptick App can be done in two different ways:
Pre-quoted: Major servicing approved via the major servicing dashboard
Onsite approval: When you have approval to replace assets or fix defects immediately without providing a defect quote first
Major Servicing Approved via Dashboard
Use this method when the major service has been pre-quoted and approved through the office.
Steps:
Open the task in the app that has been created via the office
Tap on the Repairs tab
Review the products that need to be replaced, which are linked to the relevant asset
Perform the product as you complete the repair/major service
Change the base date of the asset if required (e.g., for extinguishers)
Tap Save
Major Servicing with Onsite Approval
Use this method when you have approval to replace assets or fix defects onsite immediately, without providing a defect quote first.
Android App Steps:
Tap on the asset, then tap Replace Now
Choose from the list of applicable remarks as explained in the Replace Now article
Tap Save and Resolve, which will automatically add the product for invoicing and resolve the remark
iOS App Steps:
Add a remark against the asset that is set up for Replace Now
Tap Replace Now while onsite when adding the remark, which will automatically add the required product
This will automatically add the product for invoicing and resolve the remark
Important Notes
Reporting: Use a special report type such as a repair report or before and after report, or get your service report customized to show resolved remarks on the report.