Uptick

Managing parent properties and tenancies

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

Add routine to a property

Floorplans

How to manually update the address of a property

Viewing a Property

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

Schedules

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

Validating addresses

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

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

FAQs - Routines

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

FAQs - Assets

Teresa Bui

Elyce Smith

Property set-up and configuration

Uptick Academy

Find answers and get help from Intercom Support and Community Experts

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