Complete Uptick Academy

Begin your journey in the Uptick Academy and become certified.

Desk Basics
Desk Advanced
App Basics (iOS or Android)
App Advanced (iOS or Android)

Overview

Sessions & Time	Topic	License/User
Session 1 105 minutes	Basic platform navigation Clients Properties Assets Routines Billing Contracts Generating & scheduling tasks Note: Please note that this session is a Show & Tell session.	Desk
Session 2 105 minutes	Tasks: Categories, Statuses Reviewing a Task Process a Task Complete a Task Dispatching Defect Quoting Invoicing Repair Task Generation Callout Task Generation	Desk
Session 3 60 minutes	Service Quoting	Desk
Session 4 60 minutes	Favourites & Filtering Generation of PPM Tasks Client Portal Fixed Invoicing	Desk
Session 5 90 minutes	Engineer App Training	Desk & Field

Session 1 - Basic platform navigation, Clients, Properties, Assets, Routines, Billing Contracts and Generating & Scheduling tasks

105 minutes

Agenda	Flows & Quick Links
Basic Platform Navigation ************* Creating clients Creating properties Creating assets Routines & service groups Creating Billing Contracts *********** Generate a task from a routine Assign a technician Create an appointment in the scheduler Send appointment notification ************* Geocoding properties	Process flow diagram Learning Essentials: Web Security Groups Everything about Routines Everything to know about Service Groups Generating from Routines Appointment Scheduler Everything about Billing Contracts

What is required of you during this session:

Create a Client
Create a Property
Add Assets to your property
Add a Routine to your property
Create a Billing contract on your property
Generate a Task of the routine
Assign & Schedule the Task

By the end of this session you should understand:

How to navigate Uptick and find different types of information including the Control Panel
How to create Clients, Properties, Assets, Billing Contracts & Routine Services
Generating a task from a routine
Assign technicians to a task
How to schedule a task and create an appointment
Use the timeline to track events
How to geocode properties

Session 2 - Task Completion Processes | Defect Quoting | Invoicing | Repair tasks | Call out tasks

105 minutes

Agenda	Flows & Quick Links
Overview of task statuses & task categories Review a task & the work tab Review the Process section on a task Preview a Service Report Generate a Defect Quote Use the snippet function How to generate an invoice How to dispatch How to complete and archive a task How to create a repair task from an approved quote How to create a call-out task	Task Status Guide - what do they all mean? Defect Quoting How to dispatch to the client Defect Quotes and repair tasks

What is required of you during this session:

On the Task that you have created in Session 1:

Create a Service Report
Create a Defect Quote
Generate an invoice
Complete and archive

By the end of this session you should understand:

Understand task statuses and task categories
How to generate a defect quote
How to dispatch a service report and defect quote from a task
How to use snippets
How to generate an invoice
How to dispatch to a customer
Create a repair task once a defect quote has been actioned
Create a callout task via a property and apply a call out fee

Session 3 - Service Quoting & Task Purchase Orders

60 minutes

Agenda	Flows & Quick Links
Create a Service Quote & process from start to finish Create a Task Purchase Order	Service Quoting Purchase Orders in Uptick

By the end of this session you should be able to:

Generate a service quote & apply line items
Progress a service quote from 'Draft' through to 'Completion' & create records to action the quote against
Create and send Purchase orders to order stock for a task

Session 4 - Favourites & Filtering | Generation of PPM Tasks | Client Portal | Fixed Invoicing

60 minutes

Agenda	Flows & Quick Links
Create Favourites & use filters Generate PPM tasks Client Portal ******************* Fixed Invoicing	How to set up appropriate Favourites How do I use filters in Uptick and why would I use them Customer Portal (guide for admins) Customer portal (guide for clients) Invoicing fixed billing contracts

By the end of this session you should be able to:

Set up Favourites
Understand & use Filters
Generate & schedule PPM tasks
Understand the client portal
Create & send a fixed invoice

Session 5 - Engineer App Training

90 mins

Agenda

Flows & Quick Links

App Navigation Overview
Account Preferences & Settings
Dashboard breakdown
Tasks - Filtering and searching
Demonstrate Callout from App

Start Travelling to the task
Task Overview (timeline and scope of works)
Start Performing the task
Pre-Start Actions (Take 5)
Adding and servicing Assets
Floor Plans
Remarks and Photos on Defects
Barcode/UptickID (Bsecure)
Adding a Product against a remark

Logbook Entry
Collect Signature
Mark as Performed
Preview Service Report
Repair Task

Performing tasks in the app

Create Callouts (field)

Mobile App Help Articles for iOS and Android

By the end of this session you should understand:

How to use the filters in the app to view the tasks that need to be performed
How to add new assets in the app
How to perform Inspection / PPM tasks
How to perform Repair / Callout tasks
How to finalise the task by completing logbooks, collecting signatures and marking the task as Performed

Uptick Learning Essentials - Web Platform

Uptick vs Firemate Terminology

NA Onboarding Training Structure

Onboarding Training Structure ANZ 2025

Cohort Onboarding Training Structure UK

Onboarding Training Structure UK (Show & Tell included)

Complete Uptick Academy

Overview

Session 1 - Basic platform navigation, Clients, Properties, Assets, Routines, Billing Contracts and Generating & Scheduling tasks

Session 2 - Task Completion Processes | Defect Quoting | Invoicing | Repair tasks | Call out tasks

Session 3 - Service Quoting & Task Purchase Orders

Session 4 - Favourites & Filtering | Generation of PPM Tasks | Client Portal | Fixed Invoicing

Session 5 - Engineer App Training