What you'll learn: How to upload floorplans, place assets on them, and use them to service properties more efficiently in both the Uptick App and Web Platform.
Overview
Floorplans let you digitally map assets on site layouts, making it faster to locate equipment across buildings and multiple floors. Your customers can also view these visual asset maps through their Customer Portal.
Key Benefits
Save time in the field – Quickly locate assets like fire extinguishers and emergency lights
Easy setup – Upload Google Maps images, photos of evacuation plans, or existing PDFs
Better customer experience – Provide visual asset representations on the Customer Portal
Multi-level support – Add separate floorplans for each floor or building
Before You Start
Requirements:
Floorplans must be enabled by the Uptick support team
You need the Can Change Floorplan permission to upload and edit floorplans
Floorplans must be in image or PDF format
Where to access Floorplans:
Uptick App: Tap Plans on the Work or Products tab of any task
Web Platform: Click Floor Plans under the Assets tab on each property
Customer Portal: Floorplans automatically appear when uploaded to a property
Note: To create assets from the floorplan in the app, the property must have routines. If there are no routines, go to View all assets onsite from the Work tab, then tap Plans.
Setting Up Asset Icons (Optional)
Customize how assets appear on floorplans by assigning icons to asset types. Without icons, assets display as colored dots based on compliance status:
🔴 Red = Non-compliant
🟢 Green = Compliant
⚪ Grey = Not tested
To add icons:
Go to Control Panel > Asset Types
Click Edit on the asset type you want to customize
Click Set Advanced and select a Floorplan Icon
Using Floorplans on the Uptick App
Upload a Floorplan
Open a task and go to the Work tab
Tap PLANS
Choose your upload method:
Photo Gallery – Select an existing image
Take Photo – Capture a new image
Map – Use a Google Maps image (if available)
Tap Save, then Next
Place beacons on the corners of the building to anchor the floorplan
Beacons help maintain asset positions if you update the floorplan later
Place them on the same corners each time
Tap Next, name your floorplan (e.g., "Ground Floor" or "Building A"), and Save
Note: Replacing an existing floorplan can only be done via the Web Platform.
Add Assets to a Floorplan
To create a new asset:
On the Work tab, tap PLANS
Long-press on the floorplan where you want to add the asset
Tap Create Asset when it appears
Choose New Asset or Duplicate Existing Asset
Fill in the asset details and save
To place an existing asset:
Tap Arrange Assets > Place Existing Asset
Select an asset from the list
Drag the pin to the correct location and tap Save
To move an asset:
Tap Arrange Assets
Drag the asset pin to a new location and tap Save
Service Assets Using Floorplans
Open a task and go to the Work or Products tab
Tap PLANS
Select the floorplan you want to work on
A number next to each floorplan name shows how many unserviced assets remain
Tap on an asset to:
Quick service it
Add remarks or edit details
Additional tools:
Scan barcode – Locate assets by scanning their barcode
Search – Find specific assets by name
Filter by Asset Types – Show only certain asset types on the floorplan
Using Floorplans on the Web Platform
Upload or Replace a Floorplan
Go to the Assets tab on a property
Click Floor Plans > Add Plan
Enter a name (e.g., "Ground Floor" or "Building A") and click Create
Upload an image or PDF
Scroll down and move the beacons to the corners of the building
Click Save
To edit or replace a floorplan:
Click Edit when viewing the floorplan on the Floor Plans tab
Place Assets on a Floorplan
On the Floor Plans tab, select the relevant floorplan
On the left side, click Not Placed to see assets not yet on the floorplan
Drag assets from the list onto the floorplan
To move or remove assets:
Move: Click, hold, and drag the asset to a new location
Remove: Drag the asset to the bin icon in the top-right corner
Note: You can only place existing assets via the Web Platform. Asset servicing must be done in the app. ESM (Essential Safety Measures) assets cannot be placed on floorplans as they are not physical assets.
Managing Block Plans
If you need to track block plans (evacuation diagrams), create them as assets:
Set up an asset type called "Block Plans" in Control Panel > Asset Types
Create remark types for this asset type to track defects
Add block plan assets to properties as needed
Tips for Success
Use multiple floorplans – Add separate plans for each floor or building using the Add Level + button
Keep beacons consistent – Always place beacons in the same corners when updating floorplans
Integrate with Locatrix – For spatially accurate floorplans, consider the Locatrix integration
Check the Customer Portal – Verify that floorplans display correctly for your customers
Related Articles
App: Use Floorplans – Detailed iOS and Android instructions
Locatrix Integration – Create spatially accurate floorplans
Create and Manage Asset Types – Set up asset icons
Additional Modules – Explore other Uptick features
Need help? Contact Uptick support if you need Floorplans enabled or have questions about permissions.