Setup
You will need the following permission in your security group:
Can see all tasks.
Can create and update appointments.
Click here to learn about permissions and security groups.
New Task Experience: Uptick's task page has been redesigned with a new layout to help your team work faster and close tasks more efficiently. You can switch to the new view using the "New Task Experience" toggle in the top right of the task page.
The toggle will remain available until the 17th of August. From this date, the old view will no longer be available.
How to create an appointment for a task for a Field or Contractor App user
1. Navigate to Scheduler from the Main menu on the right-hand side, then click Select users, tick the names of the fields users and click Update Technicians.
In addition, enable Also show contractors to include Contractor App users.
To schedule an appointment for a single task, open the task and click Schedule. The Scheduler opens in a pop-up window on the task, with the task list already filtered to that task. Book the appointment, then close the pop-up to return to exactly where you were on the task.
3. Use filters or search to locate a task, then drag it onto the technician’s calendar on a specific day.
4. Set the start and end time using the fields or adjust by dragging/resizing the appointment tile, then click Create Appointment.
You can use our AI Scheduler to select, move, cancel, or re-optimise multiple events at once saving time and giving you more control over technician schedules. Click here to learn more!
How to send notifications for upcoming appointments
1. Navigate to Scheduler, then click the paper plane icon in the top right corner
If your view is zoomed in, click the the dropdown, then select View appointments list and send notifications.
2. Select the appointments, then click Edit [X] Appointments.
3. Choose the Default email template in the Send to Property Contacts and/or Send to Clients dropdowns, then click Apply Changes.
Send to Clients: The client's primary contact receives the email.
Send to Property Contacts: Only property contacts with Requires Notification enabled receive the email.
How to create and schedule a task in one step
The button Create & Schedule Appointment is only available if New scheduler experience toggle is enabled in the Scheduler and you have the permission Can create and update appointments.
To create a task and book its appointment without leaving the page, use the Create & Schedule Appointment button in the task creation window.
1. Follow the process to create a callout or repair task but click Create & Schedule Appointment (instead of Create).
2. You are taken to the page of the new task where the Schedule popup is automatically open to quickly schedule the task.
