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 swith to Uptick - could'nt 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.

Jose
Jose
Head of Onboarding

If he's not at his desk, Jose's most likely raiding the cookies in the kitchen.

Mads
Mads
Head of Learning

Changes her haircut almost as often as Melbourne changes the weather.

Tess
Tess
Head of Customer Success

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

Luke
Luke
Senior Onboarding Specialist

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

Brigette
Brigette
Senior Onboarding Specialist

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

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.

Bec
Bec
Office Manager

The office overlord and platter perfectionist.

Maddison
Maddison
Product Champion

Voted by her peers as most likely to survive in a Zombie Apocalypse.

Rach
Rach
Customer Support

Is partial to a Cardonnay while watching Kath and Kim re-runs.

Cat
Cat
Customer Success Agent

Gained superior customer service skills serving Brad Pitt & Angelina Jolie.

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."

Tony Kline
CEO, Kline Fire

"We were very good at our technical job, but we were falling short of communicating with our customers."

Alistair Nicoll
CEO, LinkFire

"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