Time

Topic

License / User

Resource Links

60 minutes

Users
​
Accounting Integration
​
Billing cards
​
Control Panel Config
​
Products & Price Tiers / Books

Desk

Creating and managing user accounts
​
​Permissions and Security Group
​
​Accounting Integrations in Uptick
​
​Everything about Billing Cards
​
​System Admin - everything about the control panel
​
​Everything about Products
​
​Price books and Tiers

Topic

Topic Breakdown

Users

How to add a new user
​
​How to set a Security Group up against a User
​
​How to send a welcome email

Accounting Integration

How to connect your Accounting Software
​
​Explanation of Data Syncs

Billing Cards

What are Billing cards
​
​How to create a Billing Card
​
​How to connect a Billing Card to a Client / Property

Control Panel Config

Invoicing Config: set up payment terms / payment instructions
​
​Service Quoting: Set up T&C's, set a Service Quote Notification Email
​
​Defect Quoting: set up T&C's, set up Auto Reminder Frequency, set up Default Defect Quote Expiry
​
​Forms: Default Library, Forms V2 Builder, Prompt Sets (alternative to forms)
​
​Actions: what are Actions, how to set up Task based Actions, how to set up Action Templates
​
​Snippets: What are Snippets, where do they appear, how to set up Snippets
​

Products

What are Products used for
​
What is the Product Catalogue
​
​How to create a Product
​
​Labour Rates

Price Tiers / Books

What are Price Tiers / Books
​
​How to create a Price Tier / Book
​
​Updating Sell Prices in a Price Tier
​
​Adding a Price Book to a Client / Property