Column Header

Description

Status

This tells you whether the data set has been uploaded with the optimal information and configuration in your server

Check

This describes the optimal configuration for a particular data set

Results

This is the outcome of the data integrity check

View

Clicking this will take you to the related data records, where you can make any adjustments to correct the information or configuration

Check

Purpose

Appropriate Action

Accounting partner integrated

To ensure you have connected with your accounting partner, if an integration is available. This will assist with a smoother invoicing process
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(If you are managing invoicing outside of Uptick, please ignore)

Head to Control Panel > Accounting and connect your accounting partner

Properties to be geocoded

To ensure your property address is validated and can be marked on maps

Validate your addresses

Properties have billingcards

To ensure your tasks are billed to the correct contact in your accounting partner.
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(If you are managing invoicing outside of Uptick, please ignore)

Connect your billing cards to a client or property

Properties have routines

To ensure your properties contain the routine services you are contracted to provide for that site and to allow you to generate I&T tasks

Properties have assets

To ensure your properties contain the assets you are contracted to service.
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(If you are planning to conduct asset capture through Uptick on your first site visit, please ignore)

Properties have billing contracts

To ensure you are able to invoice for any fixed contracts and/or manage your do and charge contracts

Properties have unique names

To ensure your properties are easily identifiable for your team and your customers

Edit your property name

Properties have unique addresses

To ensure there are no duplicate property records

Edit your property address

Billing Cards have properties or clients

To ensure you have connected your accounting contact records correctly for invoicing via Uptick
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(If you are managing invoicing outside of Uptick, please ignore)

Clients have billing cards

To ensure you have connected your client records in Uptick correctly with your accounting contact record for invoicing via Uptick
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(If you are managing invoicing outside of Uptick, please ignore)

Clients have properties

To ensure your have uploaded clients with an active property you are servicing.
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If a client doesn't have a property, please check whether they should be uploaded into your Uptick server.

Clients have unique names

To ensure it is easy to identify your clients.

Billing Contracts have lineitems

To ensure the invoices you issue from billing contracts have the appropriate line items

Routine Service Types have Levels

To ensure you are servicing your assets at the required frequencies.
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This should be in place for your server already.

Please contact support if you have routine types without levels.

Routine Service Types have unique names

To ensure it is easy to identify the routines you want to apply to your properties.
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This should be in place for your server already.

Please contact support if you have routine types without levels.

Asset Types have applicable routines

To ensure all the assets on your properties will be serviced at the required frequencies based on the routine type.
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This should be in place for your server already.

Please contact support if you have routine types without levels.

Prompt Sets have asset types

To ensure all the prompt sets and prompt questions are correctly connected to the applicable asset types.