Onboarding with Uptick
A guided transformation process
The Uptick onboarding process
#1. Goal setting
We work closely with your team to understand your motivation for moving to Uptick.
#2. Data migration
We'll help you migrate your data. We've done dozens of migrations from Firemate and Simpro, allowing us to make your transition as quickly as possible.
#3. Manager training
We work with your management team to train them up and document new processes.
#4. Office training
We'll train (or facilitate training) your office staff in a two day workshop (on or off-site).
#5. Tech training
In trade-specific groups we'll work with all of your technicians to train them on the Uptick app.
"Uptick has become part of our day to day life, it made a huge difference in helping us remove productivity roadblocks and frustrations, and it has given us the tools that we need to successfully collaborate with field staff."
Meet your onboarding team
Jose
If he's not at his desk, Jose's most likely raiding the cookies in the kitchen.
Mads
Changes her haircut almost as often as Melbourne changes the weather.
Tess
Ensures our onboarding, account management, and support functions deliver excellence every day.
Luke
Not only a fire industry expert, Luke also puts out fires for the Rural Fire Service.
Brigette
Open to bribes resembling jars of peanut butter and blocks of chocolate.
Bec
A florist in a previous life, Bec is a lover of art, painting and making jewellery.
Maddison
Voted by her peers as most likely to survive in a Zombie Apocalypse.
Rach
Is partial to a Cardonnay while watching Kath and Kim re-runs.
You'll be in good company
"We were at a point where the operating system was holding us back, and it was time for a major change."
"We were very good at our technical job, but we were falling short of communicating with our customers."
"Uptick provided a means for AESG to regain control."
Meet the company
We're constantly hiring people from within the industry allowing us to provide specialised support account management, not just to help you use the product but to grow your business.
Collaboration
We'll adapt our training to meet the needs of your business.
Success
We'll document the outcomes you want to achieve and work to realise them.
Partnership
We're heavily incentivised to give you the best onboarding possible.
Care
Onboarding is hard: we'll work hard to be flexible.