If you see this arrow, click to expand for more information!
If you see this arrow, click to expand for more information!
We will add optional information and screenshots under these arrows.
Setup
Ensure you received the link to the Customer Portal via email and follow the instructions to create your password. If you haven't received the email, check your spam folder or request an email to be resent.
Ensure you received the link to the Customer Portal via email and follow the instructions to create your password. If you haven't received the email, check your spam folder or request an email to be resent.
The Uptick Customer Portal gives you real-time access to important property information, including defects, invoices, quotes, and routine activities. This guide will help you navigate the portal and find the information you need.
Portal Overview
Properties Map
Your properties are displayed on the map, with the pins color-coded by the highest, open defect severity on that site.
Activity Report
The recent activity across your portfolio and indicates the counts of Awaiting approval defect quotes and service quotes, as well as overdue invoices.
Click Reports to generate and download Monthly Activity Report (PDF) or Monthly Maintenance Report (PDF).
Click Reports to generate and download Monthly Activity Report (PDF) or Monthly Maintenance Report (PDF).
Click Defect Quotes, Service Quotes, or Invoices to expand and view details.
Click Defect Quotes, Service Quotes, or Invoices to expand and view details.
Your Defects
Displays defects across your portfolio, with a severity breakdown.
The colour of a defect indicates its status or severity: Resolved (green), Critical (red), Non-critical (orange) and Non-conformance (yellow).
Click Search defects to open the full Defects registry.
Click Search defects to open the full Defects registry.
Tiles with the count of open Critical defects, Non-critical defects and Non-conformance defects. Click on each number to open the Defects registry filtered to the relevant defects.
Tiles with the count of open Critical defects, Non-critical defects and Non-conformance defects. Click on each number to open the Defects registry filtered to the relevant defects.
The bar chart of defects identified every month for the past year. Hover over the bar to view the breakdown and click to open the Defects registry filtered to the relevant defects.
The bar chart of defects identified every month for the past year. Hover over the bar to view the breakdown and click to open the Defects registry filtered to the relevant defects.
The bar chart of defects per asset type. Hover over the bar to view the breakdown and click to open the Defects registry filtered to the relevant defects.
The bar chart of defects per asset type. Hover over the bar to view the breakdown and click to open the Defects registry filtered to the relevant defects.
Routine activities
A visual breakdown of maintenance for all properties every month for the past year.
The colour of a routine activity indicates its status: Completed (green), Completed outside of tolerance (orange), Pending (grey) and Pending outside of tolerance (red).
Use the forward and backward buttons to navigate between past and future years.
Use the forward and backward buttons to navigate between past and future years.
The bar chart displays routine activities per month for the current year, color-coded by status. Hover over a bar for details or click to open the Routines page with relevant filters applied.
The bar chart displays routine activities per month for the current year, color-coded by status. Hover over a bar for details or click to open the Routines page with relevant filters applied.
Service calls
A visual breakdown of reactive works (callout and repair tasks) for all properties every month for the past year.
The colour of a task indicates its stage: Ready (grey), In Progress (light blue), On Hold (blue), Performed (dark blue), Complete (green) and Cancelled (dark grey).
The bar chart displays callout and repair tasks per month for the current year, color-coded by stage. Hover over a bar for details or click to open the Tasks page with relevant filters applied.
The bar chart displays callout and repair tasks per month for the current year, color-coded by stage. Hover over a bar for details or click to open the Tasks page with relevant filters applied.
Documents
Click Documents in the top right corner of the portal to view files saved against the client, rather than property-specific files, which are available on the Property page.
Click Documents in the top right corner of the portal to view files saved against the client, rather than property-specific files, which are available on the Property page.
Your properties
Shows all properties with counts for Overdue invoices, Awaiting approval defect quotes and open defects.
Click Search and choose Properties, Assets, Defects, Reports, Defect Quotes, Service Quotes, or Tasks to open the relevant page
Click Search and choose Properties, Assets, Defects, Reports, Defect Quotes, Service Quotes, or Tasks to open the relevant page
Click on the property name to open the Property page containing all information related to the site, or click on the count of each Overdue invoices, Awaiting approval defect quotes and open defects to open the relevant page with filters applied.
Click on the property name to open the Property page containing all information related to the site, or click on the count of each Overdue invoices, Awaiting approval defect quotes and open defects to open the relevant page with filters applied.
Property page
Property Overview
Displays the key information about this property.
Switch between Details, Building, Access and Contacts tiles.
Switch between Details, Building, Access and Contacts tiles.
Click on each tile fo ESMs, Assets, Open Tasks, Open Defect Quotes, Unpaid Invoices to open the relevant page with filters applied.
Click on each tile fo ESMs, Assets, Open Tasks, Open Defect Quotes, Unpaid Invoices to open the relevant page with filters applied.
Programme maintenance
Schedule of the programme maintence for each routine over the year.
The colour of a level (frequency) of programme maintenance indicates its status: Forecasted (grey), Task created (blue), Completed within tolerance (green), Completed outside tolerance (orange) and Not completed and outside tolerance (red).
Use the forward and backward buttons to navigate between past and future years.
Use the forward and backward buttons to navigate between past and future years.
Click on a level (frequency) to view the full name of the services, associated task reference and task status.
Click on a level (frequency) to view the full name of the services, associated task reference and task status.
Latest Reports
Click on each report to review and download or Search all reports.
Click on each report to review and download or Search all reports.
Documents
Click on the name of the document to review or download.
Click on the name of the document to review or download.
How to search for information (filters and favourites)
Clicking on most tiles, bar charts, and information in the Customer Portal opens an overlay with a list of relevant items. Close it using the X, back arrow, browser back button, or Esc to return to the main view.
When viewing the list, use the search field or Add filter (e.g., Property filter on the Defects Registry page) to refine your search.
When viewing the list, use the search field or Add filter (e.g., Property filter on the Defects Registry page) to refine your search.
Any filters can be removed using the Minus icon.
Any filters can be removed using the Minus icon.
To save filters for future use, select Favourites, name the favourite, and click Add.
To save filters for future use, select Favourites, name the favourite, and click Add.
