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Switching from Uptick to Taskr

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Quick Comparison

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Why Teams Switch

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Terminology Mapping

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Properties & Assets

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Compliance & Testing

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Work Management

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People & Organizations

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Reports & Documents

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Feature Comparison

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What Works Similarly

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What’s More Comprehensive in Taskr

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What’s Different

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Data Migration

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What to Export from Uptick

1. Clients (essential)
   • Settings > Export > Clients
   • Include all contact details
2. Properties (essential)
   • Settings > Export > Properties
   • Include addresses, access info
3. Assets (essential)
   • Settings > Export > Assets
   • Include types, locations, serial numbers
4. Asset Types (recommended)
   • For reference when setting up Taskr
   • Note your type hierarchy
5. Defects (recommended)
   • Open defects to recreate as faults
   • Historical for reference
6. Compliance History (optional)
   • For reference
   • Export reports before cancelling

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Uptick to Taskr Field Mapping

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Clients → Customers

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Properties → Locations

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Assets

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Defects → Faults

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Step-by-Step Export

Uptick: Settings (gear icon)
→ Data Management
→ Export
→ Select: Clients
→ Format: CSV
→ Download

Uptick: Settings
→ Data Management
→ Export
→ Select: Properties
→ Include: All fields, Access notes
→ Format: CSV
→ Download

Uptick: Settings
→ Data Management
→ Export
→ Select: Assets
→ Include: All fields, compliance dates
→ Format: CSV
→ Download

Uptick: Reports
→ Defect Report
→ Filter: Open defects
→ Export to CSV

Uptick: Reports
→ Compliance Report
→ Select properties
→ Export to PDF
→ Save for reference

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Workflow Comparison

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Compliance Testing

1. Select property from task list
2. Open routine/test
3. Scan or select assets
4. Record test results (pass/fail)
5. Log any defects
6. Complete task
7. Compliance report auto-updates

1. Open job from schedule
2. Start timer
3. Test assets (update compliance status)
4. Report any faults
5. Add progress notes
6. Stop timer, complete job
7. Asset compliance history updated

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Defect/Fault Management

1. Log defect during test
2. Assign priority
3. Link to asset/property
4. Defect appears in reports
5. Create quote for repair (separate)
6. Schedule repair (separate)
7. Close defect when fixed

1. Report fault during job
2. Assign priority
3. Auto-links to asset/location/job
4. Fault visible in dashboard
5. Create repair job (linked)
6. Complete repair
7. Update fault status

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Scheduling Routine Services

1. Set up routine template
2. Define frequency
3. System generates tasks
4. Assign technicians
5. Tasks appear in work list

1. Create compliance schedule
2. Set frequency and assets
3. Jobs auto-generate
4. Assign via schedule view
5. Jobs appear in team calendar

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Quoting & Invoicing

1. Create quote (basic)
2. Add line items
3. Send to client
4. Create invoice separately
5. Basic tracking

1. Create quote (full builder)
2. Add products/services
3. Preview, customize, send
4. Convert to job on approval
5. Complete job → one-click invoice
6. Payment tracking, reminders

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Compliance-Specific Considerations

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Asset Types Mapping

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Compliance Schedules

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Reporting Equivalents

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Migration Timeline

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For Typical Uptick User

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Critical Path

Week 1: ████████ Planning & Uptick audit
Week 2: ████████ Export data, set up Taskr
Week 3: ████████ Import & verify data
Week 4: ████████ Training & parallel run
Week 5: ████ Full cutover

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Uptick Habits to Adjust

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Navigation

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Testing Workflow

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Reporting

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What Uptick Users Love About Taskr

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Integrated Operations

• Full job management
• Professional quoting
• Complete invoicing
• Team scheduling
• Time tracking
• Document management

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Financial Workflow

• Quote builder with templates
• Quote-to-job conversion
• Job-to-invoice automation
• Payment tracking
• Accounting integrations

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Visual Scheduling

• Calendar view (day/week/month)
• Drag-and-drop scheduling
• Team workload visibility
• Conflict detection
• Route awareness

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Flexibility

• Non-compliance work
• General maintenance
• Installations
• Ad-hoc repairs
• Any service type

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Common Questions

Yes. Assets, compliance dates, and history can be imported. You may need to recreate compliance schedules.

Recreate as compliance schedules and job templates in Taskr. The concepts are similar.

Yes, open defects should be imported as faults. Link them to the appropriate assets.

Use Taskr’s compliance reporting. You can customize formats or export data.

Yes! The mobile experience is intuitive. Core concepts (assets, testing, faults) are the same.

Absolutely! Taskr handles any job type - that’s a key advantage over Uptick.

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Migration Checklist

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Before Migration

• Export clients from Uptick
• Export properties from Uptick
• Export assets from Uptick
• Export open defects
• Export compliance reports (PDF archive)
• Document asset type mapping
• Document routine/schedule mapping
• Create Taskr account
• Configure organization settings

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During Migration

• Create asset types in Taskr
• Import customers
• Import locations
• Import assets with compliance dates
• Import open defects as faults
• Create compliance schedules
• Create job templates
• Test compliance workflow
• Test fault reporting

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Go-Live

• Invite team members
• Conduct training (focus on differences)
• Start parallel run
• Create first real jobs
• Complete first inspections
• Generate first compliance reports
• Verify data accuracy

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Post-Migration

• Monitor for issues (first 2 weeks)
• Collect team feedback
• Refine workflows
• Set Uptick to read-only
• Export final Uptick reports
• Archive Uptick data
• Cancel Uptick subscription

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Getting Help

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Uptick Switcher Resources

• Field Technician Guide - Daily workflows
• Assets Documentation - Asset management
• Compliance Guide - Compliance features
• Fault Reporting Example

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Support

• Migration assistance: Contact for Uptick-specific help
• In-app chat: Quick questions
• Email: [email protected]