To get familiar with Uptick, begin your journey in the Uptick Academy and become certified.

The core sessions of this training structure inform the workflows typically involved with setting up and carrying out maintenance contracts, defect rectifications and their directly associated features and workflows. See the diagram below that outlines the processes or Uptick's core workflows (click on the image to download a PDF version of the diagram).

Overview of Onboarding Structure

All sessions will vary from 60-90 minutes, your dedicated implementation manager will have more information on your specific training timeframes.

Section	Session
Setup & Config	Session 1: Intro to Uptick Workspace + Core Data
I&T Task Workflow	Session 2: Accounting and Invoicing
Knowledge Review Session	Knowledge Review Session
I&T Task Workflow	Session 3: Pre-Task Processes
I&T Task Workflow	Session 4: Mobile App - Tech Training (Performing Task Processes)
I&T Task Workflow	Session 5: Post-Task Processes
Defects, Repairs & Callouts	Session 6: Defect Quoting Workflow + Callout Workflow
Knowledge Review Session	Knowledge Review Session
Additional Functions	Session 7: Additional Electives
Go Live Support	Knowledge Review Session - Go Live Q&A

Session 1: Intro to Uptick Workspace + Core Data

Academy Courses	Topics
Getting to Know Uptick User Account Creation Clients Properties Basic Asset Management Routines: 'Routines' and 'Adding routines' sections Products, Labour rates and Pricing	Server Overview (Navigation) Review of Control Panel (Business Details, Document Templates, Invoice settings etc) Security Groups and Invite/setup users Manual entry of Clients, Properties, Assets, Routines Service Groups Product Catalogue + Labour Rates Knowledge Base

Session 2: Accounting and Invoicing

Academy Courses	Agenda/topics covered
Billing Cards & Billing Contracts	Accounting Integration Billing Cards Billing Contracts (Fixed / Do & Charge) Fixed Invoicing (if applicable) Invoice settings

Session 3: Pre-Task Processes

Academy Courses	Agenda/topics covered
Appointment Scheduler Allocation Tools	Routine Task Generation Understanding Task Statuses / Categories Appointment Scheduler

Session 4: Mobile App - Tech Training (Performing Task Processes)

Academy Courses	Agenda/topics covered
iOS Basics iOS Advanced Android Basics Android Advanced	App overview Passing/Failing Assets (Prompts) Adding new assets Adding Remarks Asset Photos / Remark Photos Barcodes / bSecure Same-day repairs/replacements Finalising Tasks Classic logbook function

Session 5: Post-Task Processes

Academy Courses	Agenda/topics covered
Task Review, Defect Quoting and Dispatch Invoicing Reviewing Remarks	Accreditations Filters and Favourites Review of task and work tab Process box Report generation Invoice generation Dispatching Completing and Archiving Tasks Defect Quoting / Text Snippets

Session 6: Defect Quoting Workflow + Callout Workflow

Academy Courses	Agenda/topics covered
Creating Repair and Callout Tasks	Create a repair task Create a callout task Attendance/Callout Fees Complete repairs and callout tasks on the mobile app Post Task Completion for callouts/repairs (reports, invoicing)

Session 7: Additional Electives

Academy Courses	Agenda/topics covered
Service Quoting Asset Based and Non Contracted Servicing	Service Quoting Customer Portal Asset Based / Non-contracted Dashboard / Major Servicing Any other electives (as chosen/required)

Electives

These electives are ones that we see most commonly being used / chosen by existing clients.

Topic	Academy course	Help article
Accreditations Manage accreditation expiry dates and receive warnings when unaccredited personnel are assigned to tasks. E.g. Police Checks	N/A	Accreditations
Actions + Forms Set up pre-task and post-task checklists and electronic forms to streamline workflows, reduce paperwork, and centralize documents.	Actions	Actions Forms V2 form templates tool
Annual Certifications / ESMs Manage Essential Safety Measures separately from assets and include them in certification reports during servicing or audits.	N/A	Adding ESMs The AFSS process
Contractors / Contractor Portal Assign contractors to tasks, allowing them to add remarks, upload documents, and service assets, with updates tracked in real-time to reduce processing time.	Contractor Portal Contractors	Contractors in Uptick Contractor portal (guide for contractors) Contractors (guide for office staff)
Prompts Service with accuracy by providing your techs with legislative prompt questions, designed specifically for the industry.	N/A	Legislative prompt questions
Purchase Orders / Suppliers Handle materials, equipment hires, and contractor POs, ensuring accurate costs incurred on a task	Task Purchase Orders	Task Purchase Orders Suppliers in Uptick
Timesheets Technicians submit and adjust work hours through timesheets, which auto-populate with task sessions, allowing for tracking of billable hours, leave, and other activities.	N/A	Using timesheets in Uptick Using timesheets from the Uptick app
Branches Group and organise parts of your business, by separate offices and/or business types.	N/A	Branches Best practices for using Branches
Cost Centres Set specific categories that will feed into profitability calculations, allowing you to have a more precise overview of your business running costs.	N/A	Everything about Cost Centres
Custom Fields Add new fields to properties, assets, tasks, and other elements to enhance report details and collect more information.	N/A	Custom Fields
Document and Email Templates A look into Uptick's default document templates and email templates.	N/A	Document and email templates
Documents, Files and Folders Management of documents, files and folders and setup of default folder structure.	File and Folder Management	Documents/files/folders
Floorplans Digitally placing assets on a site floorplan speeds up asset location and enhances customer visualization with a geospatial map.	N/A	Floorplans
Insights and Reporting Inbuilt business reporting provides instant data on properties, assets, staff, clients, contractors, and tenancies at the click of a button.	N/A	Insights and Reporting
Keys and Equipment Manage the loaning and returning of keys and equipment, track access, and audit usage for improved security and accountability.	N/A	The Equipment/Key Register
Knowledge Base Store internal information to be accessed by all staff via app and web.	N/A	Knowledge Base
Margin Review Review a task’s incurred costs and expected profit margins all in one place.	N/A	Margin Review
Pricing Tiers Create and apply a customized price book for special clients, promotions, or regional customers, which will get passed down to the relevant job.	N/A	Price Books and Tiers
Profitability Leverage your data to calculate profits effortlessly.	N/A	Profitability in Uptick
Projects Manage multi-task projects, track costs against budget, and handle progress claim invoicing with ease.	N/A	Everything about Projects
Rectifications Clients can submit rectification reports, including photos and receipts, through the Customer Portal, improving transparency and reducing lost information.	N/A	Rectifications
Rounds Use rounds for task oversight and management beyond standard filtering and favourites.	N/A	Everything about Rounds
Standards Creation Learn how to create custom standards.	N/A	Creating a new routine types and setting applicable assets Creating Asset Types
Stock and Warehouses Manage stock with the ability to create warehouses, set restock levels, import stock data, transfer stock, and track usage.	N/A	Warehouses and stock control
Zones Create zones on a geospatial map to automatically zone your properties. Your technicians and contractors can be allocated to these zones, and these restrictions will flow through to the scheduler to ensure you’re allocating the right resources as quickly as possible.	N/A	Zones in Uptick

Stand Alone Electives

Insights and Reporting Inbuilt business reporting provides instant data on properties, assets, staff, clients, contractors, and tenancies at the click of a button.	N/A	Insights and Reporting
Margin Review Review a task’s incurred costs and expected profit margins all in one place.	N/A	Margin Review
Profitability Leverage your data to calculate profits effortlessly.	N/A	Profitability in Uptick
Projects Manage multi-task projects, track costs against budget, and handle progress claim invoicing with ease.	N/A	Everything about Projects
Standards Creation Learn how to create custom standards.	N/A	Creating a new routine types and setting applicable assets Creating Asset Types
Stock and Warehouses Manage stock with the ability to create warehouses, set restock levels, import stock data, transfer stock, and track usage.	N/A	Warehouses and stock control