Quick Reference Table
CASH Term | Uptick Term | Notes |
Customer | Client | The legal entity managing the property |
Charges | Billing Contract | Agreement to perform services and bill the client |
Site | Property | Same concept - a physical site/address |
System | Property | In CASH, "Systems" (Fire, Intruder, CCTV) are tracked at property level. In Uptick, these are managed through Asset Types |
Equipment (under Systems) | Assets | Individual items tracked with full history and lifecycle |
Call | Task (Callout/Repair) | Work to be performed at a property |
Preventative Maintenance (PPM) | Task (Inspection & Testing) | Scheduled maintenance work |
Sales Enquiry | Service Quote or Defect Quote | Quotes for services or defect remediation |
Estimate/Costing Sheet | Quote | Simplified quoting process in Uptick |
Invoice Manager | Dispatch | Send invoices, reports, and quotes via email |
Cabinet | Documents | Files stored against properties, tasks, or clients |
Product/Stock | Product Catalogue | Items your business sells (materials, labour, equipment) |
Purchase Order | Purchase Order | Same concept with enhanced tracking |
Call History | Task History | Historical record of work performed |
Contact | Client Contact or Property Contact | People associated with clients or properties |
User | User | Staff members with system access |
Engineer/Technician | Technician | Field staff performing work |
Key Differences to Understand
1. Asset-Based vs System-Based
CASH: Tracks work at the "System" level (e.g., Fire System, Intruder System)
Uptick: Tracks individual assets with full lifecycle management, defect history, and compliance tracking
Benefit: Better visibility into asset performance, warranty tracking, and maintenance history
2. Quoting Process
CASH: Uses Sales Enquiries with separate costing sheets that need to be merged
Uptick: Streamlined quoting with Defect Quotes (field-generated) and Service Quotes (office-generated)
Benefit: Engineers can create quotes on-site in minutes, not hours
3. Billing & Invoicing
CASH: Manual invoice generation through Invoice Manager
Uptick: Automated billing with Dispatch feature - send invoices, reports, and quotes in one click
Benefit: Faster invoicing, reduced admin time, seamless accounting integration
4. Data Structure
CASH Structure:
Customer → Charges → Site → System → Equipment
Uptick Structure:
Client → Property → Billing Contract → Assets (with Asset Types) → Tasks
5. Mobile Experience
CASH: Windows-based PDA app (Android only)
Uptick: Modern iOS and Android apps with offline capability
Benefit: Works in basements and areas with poor connectivity; engineers can use personal devices
6. Scheduling
CASH: Assignment Calendar with manual scheduling
Uptick: Geographic scheduler with route optimization and bulk assignment
Benefit: Assign work based on location, reduce travel time, improve efficiency
7. Stock Management
CASH: Requires additional module/license
Uptick: Included in standard pricing with van stock tracking
Benefit: Engineers see what's in their van; office sees real-time stock levels
Common Questions from CASH Users
Q: Can I track "not maintained" customers like in CASH?
A: Uptick uses a different approach. Instead of marking customers as "not maintained" while keeping pro forma invoicing, you can set billing contracts to inactive or use end dates. For customers who may return, consider using tags or custom fields to track status.
Q: How do I migrate my data from CASH?
A: Uptick provides personalized data migration support. We have mapping tools specifically designed for CASH data exports and a team experienced in CASH migrations. Your onboarding specialist will guide you through the process.
Q: Will my engineers need retraining?
A: While there's a learning curve, most engineers find Uptick more intuitive than CASH. We provide comprehensive training sessions, and the mobile app is designed to be user-friendly. Many customers report engineers adapt within days, not weeks.
Q: What about my accounting integration?
A: Uptick integrates seamlessly with Xero, MYOB, QuickBooks, and Sage. If you're currently using CASH with Sage 50, we can help you transition to a cloud-based accounting solution or maintain your current setup.
Q: Do I need to buy additional modules?
A: No. Uptick includes all functionality in the standard per-user pricing - no additional modules or licenses required for features like stock management, quoting, or reporting.
Why CASH Customers Choose Uptick
Cloud-based: Access from anywhere, automatic updates, no server maintenance
Modern interface: Built for today's workflows, not legacy systems
Asset management: Track individual assets, not just systems
Faster quoting: Engineers create quotes on-site in minutes
Better reporting: Real-time dashboards and compliance tracking
No hidden costs: Simple per-user pricing with all features included
Proven migration: 35+ CASH customers successfully transitioned to Uptick
Need Help?
If you're transitioning from CASH and have questions about terminology or workflows, contact our support team. We have specialists with extensive CASH experience who can help you map your processes to Uptick.
