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 - couldn't be easier.

Seamless & Secure Data Collection

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

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

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

Ready to make the switch to Uptick?

We're experienced at successfully migrating data from Firemate and Simpro, allowing us to make your transition as quickly as possible.

Book a demo

Meet your onboarding team

Feel supported with an experienced, locally based team of industry experts.

Tess
Tess
General Manager

Mad for a mid-twenty degree Melbourne day and a meme.

Brigette
Brigette
Head of Onboarding

Open to bribes resembling jars of peanut butter and blocks of chocolate.

Aleks
Aleks
Education & Training Specialist

Mad for making the hottest, hot sauce while enjoying the heaviest, heavy metal.

Luke
Luke
Senior Onboarding Specialist

Not only a fire industry expert, Luke also puts out fires for the Rural Fire Service.

Krystal
Krystal
Senior Onboarding Specialist

A die-hard Maroons fan and Queensland Dairy Queen!

Chelcie
Chelcie
Senior Onboarding Specialist

Proof that Zinger Burgers will make you grow to 6ft tall.

Colin
Colin
Onboarding Specialist

Always with a frozen coke in hand, even in winter. Lucky he has a zillion Man Utd jerseys to keep him warm!

Jordan
Jordan
Onboarding Specialist

Fancying himself an experienced Rhinologist, he has snapped his own broken nose back into place, twice!

Suzie
Suzie
Onboarding Specialist

Claims to love all furry animals, despite her allergies and suspicious aversion to Raccoons...

Tee
Tee
Onboarding Specialist

Has learnt first-hand that you should not, in fact, withhold bananas from elephants. They will chase you.

Rach
Rach
Customer Success & Support

Mad for movies and music and RuPaul's Drag Race on repeat.

Cat
Cat
Customer Success & Support

Our resident WAG, Fyre Festival fanatic and GnT enthusiast.

Elyce
Elyce
Customer Success & Support

Crazy for cocktails, the coral reef and providing the weekly Support Team soundtrack.

Paige
Paige
Customer Success & Support

Adventurous and crafty, Paige abseils and does embroidery - though generally not at the same time.

You'll be in good company

Red fire extinguisher against cement pillar

"We were at a point where the operating system was holding us back, and it was time for a major change."

Tony Kline
CEO, KlineFire
Man using touch pad wearing clothing with linkfire logo

"LINKfire triples revenue and doubles staff with Uptick."

Alistair Nicoll
Founder and Managing Director, LinkFire
Sky rise buildings with reflection in water

"Uptick provided a means for AESG to regain control."

Kim Rockman
CEO, AESG

Grow your business and delight your customers with Uptick.

Book a demo