This article provides an overview of the core navigation elements of the Uptick web platform. Understanding these key areas will help you navigate the system efficiently.
What You'll Learn
How to use your Main Dashboard.
How to utilise the Universal Search Bar to find information quickly.
How to navigate the Main Menu and access the Control Panel.
Where to find and manage your User Profile.
The Main Dashboard
The Dashboard is your central hub in Uptick, designed to provide at-a-glance visibility into your daily operations.
Customisable Tiles (Favourites): You can personalise your dashboard by adding "Favourites" as tiles. These are "sticky" filtered views from other pages (like overdue tasks or specific client lists) that allow you to jump straight to the data you need.
Tile Management: Once added, you can colour-code tiles, rearrange them by dragging, or edit them using the pencil icon.
Customise your dashboard and:
Show filter bar
To filter by service groupShow real-time tech activity panel
Many users include the Real-time Technician Activity map on their dashboard to monitor live field progress. Click Load tracking to see this informationShow programme maintenance task panels
To see the task status of your routine (I&T) tasks for the month by service group or by monthShow defects by asset type — See all your open defects that still need quoting or re-quoting, grouped by asset category. Use the Layout, Severities and Ages controls to change the layout (for example, focus on just your critical defects), or to show and hide individual severities (such as critical and non-critical) and the New, Aged and Old age brackets.
Show programme maintenance completion by month
To see your routine task completion rate for each month
Universal Search Bar
Located at the top of the web platform, the search bar allows you to find records across the entire system without navigating through specific menus.
What you can search:
Clients
Properties
Tasks
Defect Quotes
Sales Quotes
Client & Property Contacts (including Phone Numbers)
Functionality: The search updates as you type and lists matching records, each labelled with its reference and type (for example, P-0001 · Properties or T-00146 · Tasks).
Filter by type: use the All types dropdown at the top of the search to narrow results to a single record type — such as Properties, Tasks or Sales Quotes — with a count shown for each type.
Keyboard navigation: use the ↑ and ↓ arrow keys to move through the results while your cursor stays in the search box, then press Enter to open the highlighted record. Press Esc to close the search.
Pin to a type: press Cmd/Ctrl + Enter to pin the search to a record type (the same as choosing that type in the All types filter) to see more results of that type.
Recently viewed records appear in the search for quick access.
The search works best with single keywords. For more complex queries, use the Filtering tools available on specific list pages.
Matching: You don’t need the full name or an exact term — the search matches partial words and finds records by their reference number (for example, a task or quote number such as T-12345 or SQ-4000).
The Main Menu (Sidebar)
The Main Menu is the vertical navigation bar located on the left side of your screen.
Core Sections: The menu is organised into functional areas such as Tasks, Properties, People, and Billing.
Insights and Reports: This section contains pre-built analytics dashboards, such as the Task Completion Dashboard and Financial Performance reports.
Sidebar Behaviour: The sidebar features a 0.5-second hover delay to prevent it from popping out accidentally when you move your mouse near the left edge of the screen.
Control Panel (The Cog Icon): At the very bottom of the main menu, you will find a cog icon (⚙️). This is the gateway to the Control Panel, where users with administrative permissions can manage workspace settings, security groups, and extensions.
User Profile Area
Your user profile settings determine your personal experience:
Your timesheets: View and manage your own timesheet sessions. Timesheets allow you to record time spent on tasks, including travel, breaks, leave, and office time.
Your profile: You can manage your account preferences and display settings through the profile area.
Change password: Update your Uptick login password. Note that password changes must be done through a web browser.
Labs: A self-serve feature toggle area where you can turn on new or experimental features before they are released to everyone.
Uptick Community: Access the Uptick Community — a shared online space where you can connect with other Uptick users, share workflows and tips, submit feature requests, and stay up to date with product news.
Sign out: Log out of your Uptick account.
Pro Tip: Permissions
If you cannot see certain menu items (like the Control Panel cog or Insights and Reports), it is likely due to your security group permissions. Contact your system administrator to update your access levels.
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