Uptick Glossary

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Accounts
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The following terms are commonly used throughout Uptick.

Account: An account is a login/password that a user needs to access Uptick. 

Asset: An asset is a physical object on a property (eg. Fire Extinguisher 49, front door) or an area on a property which requires regular inspection to comply with legislation and/or OH&S concerns.

Asset Type: An asset type is a grouping of assets that share a servicing standing (eg., Fire Extinguisher).

Billing Cards: A billing card is a legal entity responsible for the property. A billing card aggregates the billing details of an entity; this includes the entity's legal billing details (ABN, Reference) and/or a Postal Details (Name, email, Address, Phone). A billing card can be linked to Clients or to Properties and can be integrated with a Xero or MOYB contact to facilitate invoicing. 

Billing Contract: A billing contract is an agreement between you and the client to perform certain services which will be billed to the client at an agreed interval (Monthly, Quarterly, Annually, etc). 

Client: client is a legal entity managing the property. A client can belong to a client group.

Client Group: Main organisation that contains a number of clients (individuals that work for the same company). If a client has more than one representative associated with Properties, then Client Group classifies these representatives under the same umbrella.  

Contractors: Contractors are suppliers or subcontractors (Subbies) that you engage to deliver services to your clients.

CSV: A CSV is a downloadable document (excel type file) containing set information on the selected tasks, properties, quotes etc.

Default Technician: A Default Technician is a technician that has been set to only service certain assets on a property.

Defect Quote: A quote for defective or non-compliant property related assets and/or services.

Dispatch: Email sent to a Client that performs a bundle of actions like reports and invoices generation to quickly close a task that has been serviced.

Dynamic FormsForms added to tasks where templated essential information is captured such as SWMS, checklist, etc.

Field: A field is an area of editable information that enables you to input data (text, numbers).

Fixed Period Contract: Billing contract covering a specific period (e.g 01/12/2019-31/12/2020) 

Filter: A filter allows you to limit your search results selecting 'is' or 'is not' and typing in the related field. Any list can be filtered so you only see relevant information.

Logbooks: Digital files that track physical logbooks left on Properties after they are serviced.

OCSP: Owners corporation details (reference) for Strata titled buildings.

Occupancy Permit: A permit for a property that allows it to have occupants. 

PermissionsPermissions are unique rules that control what a user can/can't do or access. Office staff generally have most permissions, whereas Field users have restricted permissions. 

Product: A product is something that your business sells. It can be tangible items (materials) or intangible (labour)

Property:  A property (or site) is a contains all of the information about a physical address, or site. A property is characterised by being managed by a client and being physically located via a valid address

Remark: A remark is a defect found on an asset (eg., the fire extinguisher is damaged and needs to be replaced). A remark encompasses a Description, Resolution, Severity and Location. Remarks can be preset (list of common defects) or it can be added as a custom note.

Reports: Reports are essential documents that collate important data on a property, they can be  emailed, downloaded (pdf) or exported as CSV files.

Routines: Similar to services, routines are essential compliance and maintenance procedures which are usually performed on a property monthly, quarterly or yearly.

Routine Services: Routine Services is a list of services that your business offers. Each service can be configured with unique frequencies. Once you build your Routine Services list, you can add Routines to your client's properties.

Server: A Server contains information about your account. Each Uptick client receives a unique server which can be accessed by any computer or iOS/Android device.

Service: A service is something valued by your clients that your business sells at a set frequency, on a recurring basis (e.g Portables 6 Monthly, Sprinkler Yearly). Services allocated to a property are called Service Contracts.

Service Contract: A service contract is a legal agreement to perform a particular service, or set of services at a property on a regular basis.

Service Quote: A quote for services rendered. It can help you quote new properties or projects that are not asset-specific.

Sidebar/Widget: Shortcut to helpful tools like latest release notes, support documentation, etc.

Support Ticket: Users can raise support tickets to technical and customer support officers in order to receive help with a process or report any odd behaviour with the Uptick system.

Signoffs: Module that allows you to track ESM items that have/have not been maintained. A contractor can signoff ESMs that he maintains via this module.

Tags: A tag is a classification tool (eg., attributes, assets, or clients) for a clean organisation and easy accessibility of items like assets, properties, etc.

Task: A task (job) is an activity to be performed on a property. Typical tasks include Programme Maintenance, Repair, Callouts, etc.

Technician: A Technician is a field agent who performs a task on site. Similarly, an Assigned Technician is a technician that has been given a task/s to perform.

Timesheets: Module that allows you to track the time spent by each technician performing tasks or doing other activities for payroll purposes.

Timeline: A Timeline is a list of events that are programmed to show when a user changes data. 

User: A user is anyone that has access to Uptick (login access) using an account.

Variant: A variant is a sub-type of asset (ie., sub-type of extinguisher eg., 2.5 k ABE).

 

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