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.
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 additional information and images under these arrows.
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.
1. Navigate to Customer Data > Routine Servicing. Or navigate to Tasks and click Generate Tasks in the Programmed Maintenance dropdown.
OR
2. Click the Routine Services tab below the page's heading.
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.
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.
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.
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.
Adding new routines to properties in bulk is available via Uptick CSV Importer.
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.
1. Navigate to Customer Data > Routine Servicing. Or navigate to Tasks and click Generate Tasks in the Programmed Maintenance dropdown.
OR
2. Click the Routine Service Levels tab below the page's heading.
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.
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.
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.
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.