Uptick

The Cohort 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.

<a href="https://www.loom.com/share/9cd634d71cc74dc2bae017e231682fe7?sid=921bfde8-3a01-4859-872a-2f4516233269" rel="nofollow noopener noreferrer" target="_blank">Navigating Uptick: A Comprehensive Guide to Your Dashboard 🚀</a>

Get signed up to the <a href="https://uptick.learnworlds.com/" rel="nofollow noopener noreferrer" target="_blank">Uptick Academy</a> and become certified.

- <a href="https://www.loom.com/share/9cd634d71cc74dc2bae017e231682fe7?sid=921bfde8-3a01-4859-872a-2f4516233269" rel="nofollow noopener noreferrer" target="_blank">Navigating Uptick: A Comprehensive Guide to Your Dashboard 🚀</a>
- Get signed up to the <a href="https://uptick.learnworlds.com/" rel="nofollow noopener noreferrer" target="_blank">Uptick Academy</a> and become certified.

<b>Before your Engineers attend their week of training, please ensure they download the Workforce App and watch the below:</b>

<a href="https://www.loom.com/share/32c9d449763f4777a8d59e6f34d58f45?sid=91461392-e5b7-4bac-9e7f-e9a7720509be" rel="nofollow noopener noreferrer" target="_blank">Getting Started with the App: Setup and Signature Guide 🚀</a>

- <a href="https://www.loom.com/share/32c9d449763f4777a8d59e6f34d58f45?sid=91461392-e5b7-4bac-9e7f-e9a7720509be" rel="nofollow noopener noreferrer" target="_blank">Getting Started with the App: Setup and Signature Guide 🚀</a>

Cohort Onboarding Training Structure UK

Uptick Academy

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Session & Time	Topic	What is Covered
Session One (45 mins)	Quoting & Winning New Business	The Uptick Core Workflow (add that training will be based in the order of the workflow) Installation Service Quotes How to create a quote adding line items for product Maintenance Service Quotes Completing Client, Property & Contract Creation from Approved Quote
Session Two (45 mins)	Projects	Creating Project & Assigning Session One Service Quote Project Tasks (Linking to previous session service quote) Quoting Variation Progress Claims Claim Sheet Breakdown WIP report
Session Three (45 mins)	Routine Services	Routines & Service Groups Generate a task from a routine Assign a technician Create an appointment in the scheduler Send appointment notification Quick App Task Completion

Session & Time	Topic	What is Covered
Session Four (45 mins)	Task Processing (Reports, Certificates & Invoicing)	Overview of task statuses & task categories Review a task & the work tab Review the Process section on a task Preview a Service Report How to generate an invoice How to dispatch How to complete and archive a task
Session Five (45 mins)	Adding Remarks & Defect Quoting	Best practice on remarks Benefits of remark types Creating remarks - what does a good remark look like? Verifying remarks vs resolving remarks How to create a defect quote Merging old quotes How to create a repair task
Session Six (45 mins)	Call Outs, Generating Invoices for Contracts.	Create a call out Complete a call out on app Process call out Generate Fixed Contract billing task & send invoicing

Session & Time	Topic	What is Covered
Installation (1 hour)	Installation	Dashboard breakdown Tasks - Filtering and searching Start Travelling to the task Task Overview (timeline and scope of works) Start Performing the task Pre-Start Actions (Take 5) Adding Assets Floor Plans Commissioning / Installation Checklists Collect Signature Mark as Performed
Maintenance (1 hour)	Maintenance	Start Travelling to the task Task Overview (timeline and scope of works) Start Performing the task Pre-Start Actions (Take 5) Adding and servicing Assets Remarks and Photos on Defects Completing Certificates Adding a Product against a remark Collect Signature Mark as Performed Repair Task

Cohort Onboarding Training Structure UK

To start you on your training journey please watch the following before your first training session.

Week One (Desk Users)

Week Two (Desk Users)

Week Three (Engineer Field Users)