Move beyond maintenance: Simple, structured installation project management built for fire protection.
Our Head of Product, Dani, is here to run you through the key features of our projects functionality.
Projects overview
- Create projects and tasks from scratch or an existing service quote.
- Bundle tasks, track progress, and invoice for the entire project.
- Full financial visibility - track costs against your budget and manage progress claims.
- Progress dashboards that help billing teams and project managers stay in sync
Create a Project
- Hit the create projects button populate your project details
- Set the type of work to match your reporting needs
- Set up your billing and set the retention amount (if needed)...and you're ready to go
Raise progress claims
Generate claims based on value or % complete — and Uptick will:
- Automatically calculate retention
- Add any outstanding balances to your final claim
- Split claim values across cost centres
- Provide your clients with a clear breakdown of work to date and project financials
Track your costs and report on work in progress
- See budget vs spend, side-by-side - no data exports needed
- Track variances on every line item - drill in for the why
- Trace cost origins instantly - labour or materials, it’s there
- Know where you’re at with labour - approved hours, quoted balance, what’s left
- Roll everything up - quotes, revisions, estimates, paid costs in one snapshot
- Filter down or zoom out - flip to a portfolio view and watch profitability across all projects
Track Project performance with confidence
- No more guesswork. The new Project Performance Dashboard gives you a single view of every active project — helping project managers, finance teams, and operations stay on the same page.
Discover Uptick Projects for yourself
Hit the Book a Demo button below and we'll be in touch to arrange a full walkthrough.
