Setup
You will need the following permission in your security group:
Can create and update properties.
Can bulk-generate routine maintenance tasks.
Click here to learn about permissions and security groups.
New routines grid and editing experience (opt-in preview): A redesigned routines grid is rolling out that you can opt into. It adds a faster bulk-add setup that surfaces applicable routines first, click-to-edit routine services grouped by Service Group, quick editing of the default technician, total estimated hours per service group and per month, a combined view of generated and pending tasks, applicable billing contracts, and the ability to generate — or generate and assign or book — tasks directly from the grid. If it's available in your workspace you can switch it on to try it and share feedback; the steps below describe the current experience.
How to manage routine services in bulk
1. Navigate to Customer Data > Routine Servicing. Or navigate to Tasks and click Generate Tasks in the Programmed Maintenance dropdown.
2. Click the Routine Services tab below the page's heading.
3. Use filters to narrow down routine services across all properties by Type, Property, Client, Contractor, Service Group, and more.
4. Select the routine services on the list and click Edit [X] Routine Services.
5. In the Bulk Process Options dropdown, complete the Annual Test Date, Start Date, End Date, Service Group, or Contractor fields. Then click Apply Changes.
Bulk Updating Routines via the Data Importer
The CSV Importer tool is a powerful feature for updating existing routine services in bulk. Use this step-by-step guide to ensure accurate and efficient updates:
Export Existing Data: Go to Customer Data > Routine Servicing. Apply filters to target specific routines and download the data as a CSV file.
Prepare CSV for Import:
Ensure the
idcolumn is present for each routine.Update fields like Annual Test Date, Start Date, or
asset_basedsettings.Keep only the required columns to simplify the data.
Import Updated CSV:
Navigate to Tools > Data Importer > Routine Services.
Upload the CSV file, map the columns to Uptick fields, review validation errors, and finalize the import.
Important Notes:
Always include the
idcolumn to avoid creating duplicate entries.Ensure the Annual Test Date is a valid reference for intervals. The Start Date should be on or after the Annual Test Date.
Only CSV files are accepted; Excel file formats are not supported.
How to manage routine service levels in bulk
1. Navigate to Customer Data > Routine Servicing. Or navigate to Tasks and click Generate Tasks in the Programmed Maintenance dropdown.
2. Click the Routine Service Levels tab below the page's heading.
3. Use filters to narrow down routine service levels across all properties by Type, Property, Client, Contractor, Service Group, Level Frequency, Level Type and more.
4. Select the routine service levels on the list and click Edit [X] Routine Service Levels.
5. Complete the Estimated Duration, Service Group, or Contractor fields. Then click Apply Changes.
Note: This will only update the level, not the whole routine service on this property.