The Cohort Office Training is a 3 week training course in a group setting hosted by your Uptick Implementation Manager to get you confident and ready for your Go Live Date.
To start you on your training journey please watch the following before your first training session.
Get signed up to the Uptick Academy and become certified
Shortly After your Handover:
UAT: A Look into Uptick - 1hr
Service Quoting
How to create a service quote, set up clients, properties, and contracts, and prepare work for approval.
Creating Work & Scheduling
Building tasks, assigning engineers, raising purchase orders, and managing different types of work such as installations, call-outs, repairs, and PPMs.
Engineer Mobile Workflow
How engineers complete tasks on the mobile app — including safety tests, servicing assets, logging products used, adding remarks for defect quoting, and confirming timesheets.
Completing Work & Invoicing
Reviewing forms, managing profitability, generating invoices (including fixed-upfront contracts), and sending final documentation to clients.
Reporting & Documentation
How quotes, invoices, and completed reports are generated and dispatched.
Week One
Quoting and Winning New Business - 1hr
Configuration
Default Settings for Service Quotes
Templates
Installation Service Quotes
How to create a quote adding line items for product
Sectioning and how it works
Maintenance Service Quotes
How to create a quote adding line items for product
Sectioning and how it works
Submitting & Approving
How to finalise and submit a quote
How the client approves or declines quotes
Completing Client, Property & Contract Creation from Approved Quote
How to set up your new client quoted details in Uptick
Q&A
PLEASE NOTE: Projects will get covered in a separate session
The Maintenance Workflow Part 1: Client Creation - Routine Task Generation - 1hr
Client & Property Details
How to Create a Client in Uptick
How to Create a Property in Uptick
Adding Assets to a Property
Routine Maintenance
How to add a Routine Maintenance to a Property in Uptick
What are Service Groups
Default Engineers & Recurring Appointments
Billing Contracts
Fixed vs Do & Charge
How to Add Billing Contract
Generating your Routine Maintenance Task
How to generate your maintenance tasks for the month in bulk
How to Bulk Send a Service Due Reminder Email
Scheduling
How to use the Uptick Scheduler
How to bulk send Appointment booked emails
Q&A
The Maintenance Workflow Part 2: Task Performance, Processing & Completion - 1hr
Task Performance (App):
How the engineer completes a Maintenance task in the app ( a quick look)
Engineer Completing Compliance Certification
Task Processing
Reviewing Engineer Work
Generating Service Reports
Generating Invoices
Task Completion
Approving Time Sheets
Dispatching to Client and Completing
Week Two
The Defect Quoting Workflow - 1hr
Configuration
Setting Up Defaults
Replacement Products for Engineers
Remark Types
Templates
Creating a Defect (App):
How to add a Remark
How to suggest a product for quote
Defect Quote
How to create a Defect Quote
Using Quote Builder
Sending Out a Defect Quote
How a client approves
Repair Task
How to create a Repair Task from an Approved Quote
Q&A
The Call Out Workflow - 1hr
Configuration
Setting Up Labour Rates with Increments
Setting Up Individual Rates
Setting Up Task Categories
Call Out
How to create a call out
How to assign a call out fee to a task
Scheduling
Call Out Performance (App)
How Engineer Completes a Call Out
How Engineer Completes Timesheet for Labour
How Engineer Completes Call Out Docket
Call Out Processing & Completion
Creating Service Report
How to review Engineers Work
How to charge the correct amount for labour using our Margin Review
Dispatching to Client
Q&A
The Installation Workflow (Projects) - 1hr
Configuration
Setting Up Defaults
Templates
Individual Rates
Creating Project
How to create a Project via an approved Service Quote
How to create project Tasks
Invoicing & Claims
How to create and send Deposits
How to create Progress Claims
How to Create Retention Invoices
How to Create Final Invoice
Claim Sheet Breakdown
Variation Quotes
Reporting
WIP report
Q&A
Week Three
Configuration: The Final Check List - 1hr
Accounting
Connecting your Accounting Partner
(Please note we will aim to get this completed in your 121 sessions)
What is a Billing Card
Creating a test invoice and pushing to Partner
Templates
How to Review your Document Templates
How to Review your Email Templates
Favourites
How to add Favourites
Recommended Favourites
Customer Portal
How to invite your Customers
Quick Look Around
Q&A
Engineer App - 1hr
Timesheet
Travelling to the task
Performing the task
Mark task as Performed
Submitting Daily Timesheet
Details
Task Overview (timeline and scope of works)
Pre-Start Actions (Take 5)
Completing Certificates
Collect Signature
Assets
Adding and servicing Assets
Remarks and Photos on Defects
Adding a Product against a remark
Repairing Assets
Q&A
Please Note: Your Engineers will get separate videos on how to complete Installations and Out of Hour Call Outs, this session focuses on Maintenance and Repairs.