Uptick

How to add or edit a property/site record with address, client, and billing details in Uptick. How to create a property

Create and update a property

How to manually update the address of a property

Validating addresses

Viewing a Property

Schedules

Add or edit site contacts and choose who receives invoices, quotes, reports, and appointment notifications

Set up contacts against properties

Set up and manage scheduled maintenance and inspection: routines with levels/frequency on a site

Add routine to a property

How to edit Annual Test Date, Start Date, End Date, Service Group, Contractor and Estimated Duration fields for services and levels in bulk

Manage routine services and levels in bulk

How to allocate a field users (default technician) to service groups or contractors to routine services or routine service levels

Assign field users or contractors to routine maintenance

Frequently asked questions on types of routine services and routine service levels added to the properties

FAQs - Routines

How to record and edit equipment/asset against a property with key details like type, variant, location, barcode, and base date

Add asset to a property

FAQs - Assets

Managing parent properties and tenancies

Floorplans

FAQs - Floorplans

Teresa Bui

Elyce Smith

Property set-up and configuration

Uptick Academy

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.