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Performing Bulk Actions

How bulk adjustments can be made across various sections in Uptick

Written by JD

A bulk action is the means to make changes to lists of data, such as selecting multiple routines to generate tasks from, or sending notifications to multiple recipients. This article covers how to perform bulk actions, where they can be performed and what can be applied as a bulk action across various parts of Uptick. Only the actions explicitly listed for each object type are available. Actions not listed cannot be performed as bulk actions.

Performing a bulk action

From any page where a bulk action is supported, the best practice is to do the following:

  1. Search and apply filters to get a specified listing for all the items that will have the bulk action applied.

  2. Click the tick-box at the top of the listing to select everything on the current page.

  3. Click Select all (x) (item) to select everything across all pages, where x is the total number of items to be selected and item is the object being listed (i.e. if on the tasks page the item will be tasks).

  4. Click Edit (x) (item).

  5. A window will appear where you can select the changes to apply, then click Apply changes.

Where bulk actions can be performed

These are the only areas where bulk actions are possible for different objects, which actions can be applied and how to navigate to them.

Only listed bulk actions are available for the following objects:

Tasks

Navigation: Menu bar

Bulk actions/changes available for tasks only:

  • Issue invoices (with Preview)

  • Active (Yes/No)

  • Category

  • Zone

  • Client

  • Description

  • Billing Card

  • Service Group

  • Add Tags

  • Remove Tags

  • Status
    ​If the Status field shows a note that bulk changes don't trigger closure automation, tasks set to Performed this way stay in Performed and must be closed by the office. Single-task status changes are not affected.

  • Parent Task

  • Priority

  • Add comment (to timeline)

  • Assigned (Technician)

  • Add supporting Technician

  • Remove Supporting Technician

  • Assigned (Contractor)

  • Round

  • Due Date

  • Authorisation Ref

  • Branch

  • Cost Centre

Appointments

Navigation: Scheduler > paper plane icon > View all appointments and send notifications

Bulk actions/changes available for appointments only:

  • Send to Property Contacts (select email template)

  • Send to Clients (select email template)

  • Update Technician (replaces the existing technicians - primary and supporting, on the selected appointments)

  • Update Category

Appointments are bulk-edited from this page, not from the Tasks page.

Supporting technicians can't be added, changed or removed in bulk on appointments.

Defect Quotes

Navigation: Menu bar

Bulk actions/changes available for defect quotes only:

  • Transition (Quote Status)

  • Add Tags

  • Remove Tags

  • Cost Centre

  • Expiry date

  • Add comment (to timeline)

  • Reminder Email Template

  • Actions (Send reminder email)

Service Quotes

Navigation: Menu bar

Bulk actions/changes available for service quotes only:

  • Transition (Quote Status)

  • Review date

  • Add comment (to timeline)

  • Actions (Send reminder email)

Clients

Navigation: People > Clients

Bulk actions/changes available for clients only:

  • Status (Active/Inactive)

  • Autoreminders enabled (Yes/No)

  • Add tags

  • Remove tags

  • Change Client Group

  • Add comment (to timeline)

Users

Navigation: People > Users

Bulk actions/changes available for users only:

  • Status (Active/Inactive)
    ​NOT RECOMMENDED - when users are made inactive via bulk action, they will still retain current assignments (default technician, office assignee, etc.)
    ​It's recommended to make users inactive individually via Update > Untick Active. This will prompt a reassignment page to redirect to other active users where required.

  • Add to Groups (Security Groups)

  • Remove from Groups (Security Groups)

  • Change License

  • Add to Branches

  • Remove from Branches

Invoices

Navigation: Billing > Invoices

Bulk actions/changes available for invoices only:

  • Actions (Send reminder email)

Billing cards

Navigation: Billing > Billing Cards

Bulk actions/changes available for billing cards only:

  • Actions (Push Billing Cards to Partner)

Billing contracts

Navigation: Billing > Billing Contracts

Bulk actions/changes available for billing contracts only:

  • Bulk Process Options

    • Create and send invoices

    • Create draft invoices

    • Make (Billing Contract) Active/Inactive

  • Authorisation Ref

  • Billing Card

  • Finish Date

  • Review Date

  • Schedule Price Increase
    (for updating CPI price increases manually)

Properties

Navigation: Customer Data > Properties

Bulk actions/changes available for properties only:

  • Status

  • Parent Property

  • Client

  • Branch

  • Access Schedule

  • Zone

  • Access Procedure

  • Account Manager

  • Authorisation Ref

  • Review Date

  • Add comment (to timeline)

  • Add Tags

  • Remove Tags

  • Advanced > Copy Billing Contracts from Property

Changing the Client in bulk doesn't move related tasks or defect quotes. They stay with the previous client. To change the client on tasks, use a bulk action on the Tasks page (Edit (x) Tasks > Client).

Assets

Navigation: Customer Data > Assets

Bulk actions/changes available for assets only:

  • Status

  • Label

  • Is Active (Yes/No)

  • Standard

  • Type

  • Make

  • Model

  • Variant

  • Size

  • Contractor

  • Base Date

  • Installation Date

  • Add Comment (to timeline)

  • Add Tags

  • Remove Tags

To move assets to another property, use the Asset transfer wizard from the Assets tab on the property that holds them.

Routines (upcoming programme maintenance)

Navigation:

  • Tasks > Programme Maintenance > Generate Routine Tasks

  • Customer data > Routine Servicing

Bulk actions/changes available for routines only:

  • Bulk Process Options
    (Generate Routine Tasks)

Routine services (existing routines on properties)

Navigation: Customer data > Routines > Routine Services

Bulk actions/changes available for routine services only:

  • Bulk Process Options
    (Add missing Default Levels)

  • Annual Test Date

  • Start Date

  • End Date

  • Servicegroup

  • Contractor

Routine service levels (existing routine service levels on properties)

Navigation: Customer data > Routines > Routine Service Levels

Bulk actions/changes available for routine service levels only:

  • Estimated Duration

  • Service Group

  • Contractor

Keys and equipment

Navigation: Tools > Keys and Equipment

Bulk actions/changes available for keys and equipment only:

  • Loan to
    (when selected, brings up list of technicians)

  • Return

Examples

How to Bulk Change Expired Quotes to 'Declined'

  1. Filter your quotes list to show all quotes with the Expired status.

  2. Select the expired quotes you wish to decline.

  3. Click Edit (x) quotes.

  4. In the pop-up window, select Transition (Quote Status) and choose Mark declined.

  5. Click Apply changes.

This keeps your quote funnel reports accurate by recording quotes that were not won, even after they expired.

How to Add a Timeline Note to Multiple Tasks

  1. Navigate to the Tasks list page.

  2. Search and filter to find the tasks you want to add a note to, then select them using the checkboxes.

  3. Click Edit (x) Tasks.

  4. Enter your text in the Add note field.

  5. Click Apply changes. The note will be added to the timeline of each selected task.

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