Onboarding made easy.

What to expect from the Uptick onboarding process.

With a dedicated onboarding manager to help you migrate your data, train your team, and configure your system the way you want it. Making the switch to Uptick - could'nt be easier.

Seamless & Secure Data Collection

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Working with your nominated in-house Champion, your data integrity and security remains intact. Your assets, properties, clients and service history are imported in bulk.

Personalised System Configuration

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Data is customised to your individual workflows and language, including standard routines, asset types and common remarks. Standard report templates are personalised and branded beautifully.

In-depth Office & Technician Training

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Training videos and material are made available to assist with upskilling your team on Uptick’s basics. Face-to-face (or virtual) training is then focused on your business and user needs.

With Uptick, you'll be up and running in three months.

Stage	Onboarding Process	Month
Onboarding Handover	Project Scoping Call Appoint an in-house Champion	Handover date
Data Collection	Data Set 1 (Properties, Clients, Property Contacts) Data Set 2 (Asset Types, Assets) Data Set 3 (Remarks, Products) Data Set 4 (Routines) Business & Key User data	Month 1 Month 1 Month 2 Month 2 Month 2
System Configuration	System Setup (after data receipt) 3-7 dedicated days System Setup Completed Date Automatic call out setup via alias email	Month 2 Month 2 Month 2
Training	Training (Office) Training (Field App)	Month 3 Month 3
Go-Live	Target fully-onboarded date	Month 3
Onboarding to support handover	Training (Advanced)	Month 4-6