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
1. Create a Service Quote
2. Setup Clients, Properties, Contracts
3. Quote for Non-contracted Servicing
4. Setup Projects
Create Work
5. Create and Setup Tasks
6. Schedule Tasks
7. Raise Purchase Orders
8. Reserve Stock from Warehouse
Perform Work
9. Complete Pre-start Actions
10. Add & Service Assets
11. Add Remarks and Take Photos
12. Use Materials and Labour
13. Add Timesheets
14. Complete Post-task Actions
Close Work
15. Monitor Productivity
16. Create Reports & Forms
17. Create Defect Quotes
18. Review Profitability
19. Create Invoices
20. Send Emails & Archive Tasks
Uptick Admin
Updating company information
Workspace configuration
Data Insights and Reporting on Profitability
API documentation