Summary
Uptick is designed to follow the lifecycle of the maintenance of a building. Continue reading to understand how the Uptick flywheel works and how to figure out which stage of the lifecycle you are in. This will help you to troubleshoot and proceed to the best next step.
Win Work
Creating new contracts
Creating new proposals
Creating new clients
Creating new properties
Create Work
Creating I&T tasks
Creating repair tasks
Creating callout/adhoc tasks
Scheduling tasks
Perform Work
Servicing Assets
Adding remarks
Using materials and labour
Taking photos of defects
Filters & Favourites
Monitoring Tasks and Productivity
Adding timesheets
Close Work
Generating reports
Generating invoices
Generating defect quotes
Emailing customers
Generating annual certifications
Uptick Admin
Updating company information
Workspace configuration
Data Insights
Data Insights and Reporting on Profitability
API documentation