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 |
| Handover date |
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Data Collection |
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System Configuration |
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Training |
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Go-Live |
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Onboarding to support handover |
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Meet your onboarding team
Feel supported with an experienced, locally based team of industry experts.

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

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

Steve
Loves to talk Subwoofers, William Shakes-paw and Jurassic Bark.