What You'll Learn: How technicians can identify and perform major services on assets while already onsite for routine maintenance, reducing the need for return visits.
Overview
This feature helps your field team work more efficiently by flagging assets that need major servicing soon. When technicians are onsite for routine maintenance, they can see which assets have major services due within 3 months and complete them during the same visit.
Benefits:
Reduce return visits and travel time
Capture additional revenue opportunities
Keep assets compliant without scheduling delays
Available on both iOS and Android
Before You Start
Prerequisites:
This feature must be enabled by Uptick Support - contact our support team
Assets must have base dates configured
Assets must be linked to asset-based routine service levels
Default products must be configured in the Non-Contracted Servicing dashboard
Office Setup
Step 1: Enable the Feature for Routine Levels
Go to Control Panel > Routines
Select the asset-based service level from the Levels column
Click Update
Tick Suggest to technician when onsite
Click Update
Step 2: Configure Products
Set up default products for each major service level in the Non-Contracted Servicing dashboard. See Managing Non-Contracted Asset Servicing for detailed instructions.
How It Works in the Field
What Technicians See
On the Dashboard (Appointments Only):
Tasks with upcoming major services show a notification badge
The badge displays the number of assets requiring major services
On the Task Tab:
A message shows Additional suggested material you may need
Tap to view the materials list
On Assets:
Assets due within 3 months show a flag (e.g., 5Y DUE SOON or 5Y OVERDUE)
The notification appears when viewing the asset details
Important Notes
Major services are flagged 3 months before or after the due date
The task's service group must match the asset's service level
Assets without base dates won't be flagged
Performing Major Services in the App
Step-by-Step Process
Start your routine inspection
Go to the Work tab and perform inspections as usual
Identify flagged assets
Look for assets with notifications like 5Y DUE SOON or 5Y OVERDUE
Add the major service
Tap on the flagged asset
You'll see a notification about the due/overdue major service
Tap Add Service
Confirm by tapping Add Service again
Complete the service details
The required product is automatically selected
Is performed is automatically toggled on
Update the following as needed:
bSecure or barcode
Base date (required)
Installation date
Service result (Pass or Fail required)
Save the service
Tap Add to continue
If you didn't update the base date, you'll be prompted to do so
Tap Save to complete
Repeat for other assets
Continue this process for all flagged assets
Troubleshooting
Assets aren't showing as due:
Check that assets have base dates configured
Verify the asset is linked to an asset-based routine service level
Ensure the task's service group matches the asset's service level
Confirm the major service is within the 3-month window
Can't add a major service:
Verify the feature is enabled for your routine level
Check that default products are configured
Ensure you have the correct permissions