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Uptick Modules & Extensions: Grow Your Business

Teresa Bui avatar
Written by Teresa Bui
Updated today

Uptick offers powerful modules and extensions to help you go paperless, centralize your data, increase efficiency, and grow your business. Explore the features below to see what's available.

Need to activate a module? Contact [email protected] to get started.


πŸ“‹ Field Operations & Compliance

Legislative Prompt Questions

Ensure compliance with built-in safety and legislative standards for the fire protection industry. Technicians answer prompt questions during asset testing, resulting in clear pass/fail outcomes.

Key benefits:

  • Built-in AS1851 compliance questions

  • Customizable prompts for your specific needs

  • Clear pass/fail results for every asset

Availability: Customers on Routines only


Actions & Checklists

Create pre-task and post-task checklists and electronic forms (OH&S, risk assessments) for technicians to complete in the field.

Key benefits:

  • Structure workflows for site-specific requirements

  • Reduce paperwork onsite

  • Display checklists on reports


Dynamic Forms

Custom-built digital forms created by Uptick for your specific needs. Forms are filled out electronically and sent to clients or accessed via the Customer Portal.

Common uses: SWMS, JSA's, OH&S forms, site-specific paperwork

Note: May involve additional costs


Accreditations

Store and manage accreditation expiry dates for employees and contractors. Get warnings when assigning technicians who aren't accredited for specific tasks.

Track: Police checks, first aid, CFSP registration, plumber licenses, and more


πŸ—ΊοΈ Asset Management & Visualization

Geospatial Floorplans

Digitally place assets on site floorplans to reduce time locating assets and provide visual representations to customers via the Customer Portal.

Key benefits:

  • Save time locating assets across multiple floors

  • Auto-create maps from Google Maps or evacuation plans

  • Increase customer insights with visual asset maps


Asset Based Servicing

Schedule servicing based on individual asset dates rather than site-wide schedules.

Use cases:

  • Split testing (red/green/blue testing)

  • 10-yearly testing of sprinkler systems

  • Out-of-contract individual asset servicing


bSecure

Add QR code stickers to assets or properties so clients can scan and access asset details, service history, and maintenance information anytime, anywhere.


πŸ“… Scheduling & Appointments

Scheduling with Zones

Create geographical zones and allocate technicians and contractors to them. Zone restrictions flow through to the scheduler for efficient resource allocation.


Appointments & Client Notifications

Schedule time and date-specific appointments with a calendar interface for office staff and field technicians.

Features:

  • Send appointment reminders to property managers and tenants

  • Create automatic recurring appointments

  • Centralize all scheduling in Uptick


πŸ“ Documentation & Logbooks

Digital Logbooks by Uptick

Easy-to-use digital logbooks designed for the Australian fire protection industry. Adheres to AS 1851-2012 standards with cloud-based storage.

Why go digital:

  • Protect against fire, flood, or loss

  • Reduce environmental impact

  • Eliminate manual data entry errors


Classic (Paper) Logbooks

Organize physical logbook information in one place. Capture photos of onsite logbooks and add updated entries when technicians update physical logbooks.

Features:

  • Include logbooks in reports

  • Make available via Customer Portal


πŸ’Ό Project & Work Management

Projects

Manage small to large multi-task projects up to $1M. Track costs against budget across multiple tasks, cost centers, and project codes.

Features:

  • Progress claim invoicing

  • Budget tracking

  • Multi-task coordination


Rectifications

Allow clients to submit rectification reports through the Customer Portal for non-compliant items, including photos and receipts.

Benefits:

  • Reduce lost information and email back-and-forth

  • Increase transparency with clients


Service Quoting

Create quotes for maintenance work for new properties or clients not yet in your Uptick system.


Subcontracted Tasks

Assign contractors to work and allow them to add remarks, upload documents, and perform assets. Updates sync in real-time.

Benefits:

  • Better insights into subcontracted work

  • Reduce double handling

  • Cut processing time and costs


⏱️ Time & Resource Tracking

Timesheets

Technicians can track and submit work hours via Uptick. Task sessions auto-populate for efficiency.

Track: Leave, office time, transit time, billable hours


Key Register

Manage loaning and returning of keys, fobs, and entry cards. Track who checked out items and when.

Also use for: Loaned equipment like drills and supplies


πŸ’° Financial & Purchasing

Purchase Orders

Record purchases on tasks and monitor material and subcontractor acquisition requests.

Integrations: Fully integrated with MYOB and Xero


Profitability

Let Uptick calculate your profits automatically as work flows through the system.


πŸ”§ Customization & Configuration

Custom Fields

Add new fields to properties, assets, tasks, asset types, defect quotes, and more to customize your system and enhance reporting.


ESMs (Essential Safety Measures)

Specify whether an asset type is an Essential Safety Measure. ESMs are distinguished from regular assets for cleaner data organization.

Setup: Contact Support for activation


Branches

Distinguish work across different offices within one Uptick system.

Setup: Contact Support for activation


πŸ”” Notifications & Monitoring

Critical Defect Text Messaging

Automatically send text messages to property contacts when critical defects are raised by technicians onsite.

How it works:

  • Immediate SMS when critical remark is created

  • Includes link to the defect

  • Sent to contacts with mobile numbers and notifications enabled

Setup: Contact Support for activation


Remote Panel Monitoring

Offer proactive monitoring of fire panels to premium customers. Increase revenue while decreasing labor costs by providing technicians with panel information before arriving onsite.

Features:

  • Real-time isolations, faults, and alarm notifications

  • Customer Portal integration

  • Supports major Australian fire panel brands


Signoffs

Obtain confirmation from contractors to verify that essential safety measures are being maintained for annual maintenance. Reduces email and phone follow-ups.


πŸš€ Ready to Get Started?

Most modules can be activated by contacting our Support team at [email protected]. Our team will help you determine which modules are right for your business and get you set up quickly.

Questions? Reach out to your Customer Success Manager or contact Support for guidance on which modules will best support your business goals.


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