The task page is the heartbeat of Uptick - we don't take drastic changes to it lightly.
After many months of development and beta testing, we’ve finalised the redesigned Task Page, focused on helping your office and field teams work faster and reduce the time it takes to close tasks.
The toggle will remain available until the 17th of August. From this date, the old view will no longer be available.
Why We Redesigned the Task Page
This redesign is a major step toward our broader vision of helping teams close work faster after a site visit. It further support across team collaboration, highlights issues onsite and helps staff understand whether a task requires a quote, invoice or further review, something that wasn't clear before without digging.
Other features in the 2026 pipeline will further enhance this vision, including automated publishing and/or dispatch of reports expected by the property and client, a more guided and intuitive app experience in the field to improve office and technician workflows and communication, and finally an Auto Task Complete feature that lets you configure scenarios where you're comfortable with Uptick dispatching and closing the task for you.
The most notable improvements of the new view
A new "What's next?" Process Card displaying what the office team need to review and complete next, aiding in faster task closure or reschedule.
Alerts which highlight any unexpected happenings onsite, helping office staff make quicker decisions.
More configuration so that different reports can be made ‘expected’ based on task category, routines and client. The task page will suggest to publish or dispatch them from the office and field.
Better multi-visit & after-hour timesheet visibility, aiding labour invoicing and easy drill in. It also contains alerts whenever field staff take longer than estimates.
Detailed property, client and contact information without leaving the task, aiding in quicker decision making and access into that property's tasks, invoices and contacts.
Task notes are something that are edited heavily on every task - they can now be edited right on the page, no more jumping between popups.
The New Three-Column Layout
To accommodate the deep level of detail required for managing tasks, we have moved from the old page to a modern, structured three-column layout:
The Left Column: Task Details
The left-hand side of the screen keeps high-level task details clearly visible, with the more important ones easily visible when you first enter the page.
Going from top to bottom:
Core Info:
Task description, links to defect or sales quotes, task tags.
Property name, task address, client name, client primary contact name, email and mobile.
Authorisation details: auth ref, name, when, amount and notes show up in view when filled in.
Billing card, service groups, cost centre and branch.
Custom Fields: Any task-level custom fields you may use to organise your workflows are displayed here, with clear indication if they aren't set.
Responsible Persons:
Sale Person (if Sales Person set on task's originating sales or defect quote)
Office assignee: quick assignment when you are processing a task in a larger organisation to make sure no one else picks it up.
Round: perfect for teams to manage across-team workflows such as escalating tasks to managers or the accounts team (e.g. assigning a task to "Bob the Service Manager's" round who's favourited that round in their task list).
The Center Column: Action-Oriented Next Steps
The center of the page is designed to highlight the most important information - anything untoward that's happen onsite, what needs to happen next to progress & close the task, Scope of Works and any Notes you may when to tweak or add.
Alerts: office review required:
Alerts displayed across the top of the Process card highlight important office and technician-related issues that may require the office intervention, helping staff quickly diagnose and progress the task. In most cases, these alerts indicate that staff should review the Work tab to decide whether the task needs to be rescheduled or quality assured before proceeding to close it. FAQ explains what alerts we have on offer so far.
Your "What's Next" Process card:
Instead of guessing what steps remain to close a task, this new section serves up clear, smart logic for three core pillars:
Invoicing: Shows whether an invoice is required and whether invoices are sent or not. It will also display whether there's any revenue which hasn't been invoiced yet, any billing requirements and credit notes.
Defect Quotes: Smart logic scans for active remarks related to this task and whether those remarks are attached to any submitted, approved or actioned defect quotes or active repair tasks. If not, it will prompt you to raise or, re-quote remarks which are on an expired or declined quote. NOTE: Defect Quote Required alert only appears once task has an Onsite or Performed date (post-visit).
Reports: The system uses configuration to figure which reports are expected by this body of work done on this task. By setting up this configuration, it takes the guess work out of which type of reports are expected to be published or dispatched for this task and makes across-team collaboration easy. The dispatch page on the mobile and web will also automatically pre-tick these reports, reducing manual intervention. The new view comes with new configure options so no one should be seeing 'There are no expected reports for this task'.
This section will also dynamically flag other task-closure requirements, such as:
Owner Responsible Remarks: A new concept introduced in the new view. Remarks and remark types can now be labelled as "Owner Responsible", removing the remark from being considered in the Defect Quote logic. This allows you to seperate remarks your client is responsible for fixing (such as a blocked fire exit or something you as a business don't provide quotes for). NOTE: Owner responsible alert only appears once task has an Onsite or Performed date (post-visit).
[Warehouse extension only] Stock Transfers: Signals if unused materials need to be digitally transferred back into the warehouse.
We also have one pre-visit flag:
Appointments: Flags when the task's Access Schedule is set to "Make Appointment."
The last part of this section will list all forms, purchase orders, logbooks, dispatches and anything else created on this task from the field or via the universal create button.
Handy tip: More information about a purchase order can be found by hovering over the reference number.
Task Notes:
We know that updating notes is something our customers do a lot of so inline editing is now available.
You can now click and edit technician notes, internal notes, contractor notes and invoice notes inline without opening additional edit pages.
If internal, invoice or contractor notes aren't filled in yet, they can be added by going to + Add Note.
The Right Column: Due Banner, Schedule, timesheets, profitability, Timeline, Task Relationships.
SLAs & Onsite Dates: This top section contains an overall understanding of when, how important and how long a task should take. Therefore, this is where you'll see and edit estimated time, priority, due date, SLA dates, onsite date and performed date if applicable.
Smart Schedule & Timesheets Tabs: On the task view, we have logic that will open and close different sections depending on the type of task you are working on and whether it's pre or post site visit. Read this FAQ for more information.
The Timesheet tab is where you'll find the Assurance Report and the ability to approve, download, edit and add task sessions / timesheets. It now has the capability to understand when this client, branch or your overall business should start charging for after-hour fees and rates, helping you manage your labour charges for tasks when invoicing labour is reactive. Read this FAQ for more information.
Profitability:
For non-quoted tasks, real-time projected margins are colour-coded (green for profitability, red for no/negative margin) so power users can drill in and investigate concerns only if required.
For tasks which have come from a sales or defect quote, a 'variance' figure will replace the projected figure. This will display the profit difference between task and the quote. This helps office staff quickly understand whether the projected profit is worse off than what was quoted, giving them better context on when to escalate to a manager. More details here.
Interactive Timeline: A complete paper-trail event log. You can still quickly add and check timeline notes.
Task Relationships:
Easily add, edit and view any parent-child relationships. This section is open by default where a relationship is present. This section is ideal for managing multiple revisits on the same "job", allowing you to quickly look across Visit 1, 2, and 3.
A task's Project can be found here, along with that project's other tasks.
Client & Property Insights
Without leaving the task, you can see details about the Client and property that can help you problem solve, understand more about the property/client and navigate straight to specific tabs on the property:
What do we show on these popouts:
Property pop out:
Property front image, otherwise a pin location of the property's address.
Property status, name and display address.
Annual Revenue: Annual recurring routine inspection revenue derived from active billing contracts.
Overdue invoices inc tax.
Quick links into property's assets, esms, routines, billing contracts, defect quotes, active remarks, active tasks.
The next upcoming appointment on any other tasks for this property.
Property account manager, tags, certification date, client ref (as set on the property itself). It will also display the property's branch or client if it differs from the task.
Active property contacts.
Client pop out:
Quick links into client edit page
Client name and Client Group
Whether client has portal access
Client's account manager, tags and notes.
Client's primary, billing, quoting and reporting contact and CC's.
The Updated Work Tab
To give you cleaner visibility when reviewing asset inspections and repair work, we have divided the Work Tab into distinct, manageable buckets:
Maintenance: Dedicated to routine inspection work, including high level testing (asset based).
Asset Repairs: Products linked directly to assets and/or remarks.
Charges: Products without assets (e.g., standard call-out fees or travel charges).
Each table has targeted columns and visuals to support the type of work inside each table such as, showing before/after photos for Asset Repairs.
Tips to make the most of the new task page
There are a few new areas of the task page that we recommend utilising.
Making sure your tasks are all 'expecting' the correct reports to be published once the task is performed. This will mean the dispatch page automatically ticks those reports to send, taking the guess work out of it. It also reduces a few clicks on every single task and paves the way for future features that plan to auto create those reports for you.
You start adopting the Owner Responsible Remark functionality. This will mean Uptick will get more and more accurate when alerting you or your estimators when a quote is required to be raised on tasks and the remark list. NOTE: The task list will soon alert you which tasks require a quote. Suggestions on how to start using this feature:
Updating your current Remark Types or creating new Remark Types that will fall into this bucket so your field staff can start selecting.
Even creating a new global custom note for your field staff to start using right now.
Make sure your after-hours are set up correctly in Uptick - this can now be configured at the client, branch and system level now. This will take the guess work out of when a task should be charged your after-hour fees and rates and pave the way for a new feature coming soon which will flag to you when timesheets have exceeded any call out fees.
Make sure your field staff are recording time onsite. Without it, Uptick cannot help you invoice labour on tasks which invoice reactively, alert you when estimates have been exceeded and now also not give you suggestions on previous routine inspection times helping you with future price increases:
Make sure you are utilising the Billing and Reporting requirements on a property and client. Any requirements your clients or properties have when it comes to invoicing or creating/sending reports must be added here as this will flag on the task properly when you are creating and dispatching any reports or invoices. NOTE: Client requirements will cascade down to all it's property's tasks.
FAQs
How do the Review Required Alerts work?
Alert | What it looks for |
Unplanned Repair Work | Repair work has been added to a Routine Inspection task OR Repair work has been added to a task where that repair wasn't on the defect quote the task came from.
Technical breakdown:
OR
|
Incomplete Work | For tasks where the onsite or performed date is set, flag if there is unperformed work on the Work Tab OR remarks have not been resolved in Asset Repair table. |
No Tests | There's at least one routine inspection which has been marked with a No Test result i.e it's performed, but field staff have explicitly clicked No Test.
Technical breakdown:
|
⬇️ Profit from Quote | The profit on the Defect or Service Quote is greater than the Projected Profit on the task. |
Quoted Remark Resolved | An unexpected remark has been resolved on this task that is on an active defect quote. Office needs to review quotes and/or repair tasks it's currently sitting on.
Technical breakdown:
|
Timeline Note | There's a timeline note on this task |
Technician Note | There's a technician note on this task |
Parts Required | There are material parts on this task that aren't allocated on a purchase order or reserved in a warehouse (warehouse feature only)
Technical breakdown:
|
Parts In Delivery | There are material parts on this task that are waiting for a purchase order to be delivered.
Technical breakdown:
|
How do the Schedule & Timesheets tabs work exactly?
On the task view, we have logic that will open and close different information depending on the type of task you are working on and whether it's pre or post site visit.
Pre-Visit or Subcontracted Tasks: The Schedule tab opens by default whenever there are upcoming appointments scheduled, regardless of whether timesheets have already been recorded. It also opens by default if no timesheets have been recorded on the task.
Assigned technicians, contractors and any scheduled appointments can be created or edited via the Schedule card on the task page. It's also where you can edit Accreditations and task access details such as Access Schedule, Access Procedure, Access Code, Access Window and Access Note.
Post-Visit Tasks: If there are no upcoming appointments, the task has recorded timesheets, and no routine inspection work is listed on the Work tab, the Timesheets tab opens by default.
The reasoning is that for most routine inspection tasks, the key information is simply who attended, how long they were onsite, and whether the time exceeded the estimated duration. This information is already visible in the collapsed Timesheets section, so it's only occasionally necessary to expand the tab for more detail.
For all other task types—such as quoted work, call-outs, or service calls—the Timesheets tab opens by default whenever there are no upcoming appointments and timesheets have been recorded, as these tasks are more likely to require a detailed review of labour and time spent.
How is the new profitability calculated?
The task profitability section consists of four figures:
What was Quoted (only appears if task has come from a quote)
What is the Current for this task
What is the Projected for this task once it's complete
What is the Variance between what is Projected vs Quoted (only appears if task has come from a quote)
Continue reading below for a breakdown of each section.
Quoted
The cost, sell and profit figures come from the quote that the task was created from. You cannot edit these figures. You will be able to see a breakdown of what material, labour, subcontracted, expense or equipment product costs are on the quote:
Current
This represents the costs and revenue of this task if you were to invoice and complete the task now. This can be used as a final understanding of the task, but is more helpful when you are invoicing while onsite work is still in progress.
The table below outlines where the information for Current figure is sourced.
The following costs a summed and broken down by their product type.
*Work tab items which have been pulled into a PO is represented by these icons:  | The following revenue is summed and then invoice credits raised are removed to get a total figure.
*Billable Work tab items are represented by this icon being blue:  Items can be ticked as billable on the 'Service' modal or via the Bulk Edit function on the table. |
Projected
This represents the costs and revenue of this task that we can foresee once the task is fully completed. This can be used as a final understanding of the task.
The table below outlines where the information for Projected figure is sourced.
The following costs a summed and broken down by their product type.
| The following revenue is summed and then invoice credits raised are removed to get a total figure.
|
Variance
The difference in cost, sell, profit and margin between Projected and Quoted.
Profitability for Parent/Child Tasks
Each Child task will have its own profitability section and the Parent task will consolidate the profitability across all child tasks associated with it.
How do I set up my after-hours so the task shows when to charge after-hour fees?
You have the ability to set up when a particular task should start charging after-hour rates and fees. This will add transparency for staff when they are trying invoice labour for tasks where labour is invoiced reactively.
This can be done either at your entire system level, branch level or even at a client level if they have negotiated what times you are allowed to start charging after-hour call out and labour fees and rates:
System level: Go to Control Panel > Business Hours > Save, see step-by-step guide here.
Branch level: Go to Control Panel > Branches > view the branch > click 'Change' next to the Callout Hours, see step-by-step guide here.
Client level: Go to People > Clients > View a client > click 'Change' next to the Callout Hours, see here for more details.
Note: This configuration is NOT for how much you pay your field staff overtime, this is purely an ability to set up when your client or business expected should start charging the client after-hour callout and labour fees and rates.
The task looks at the client, then branch, then system setting to work out which after-hour times it should use. If it's not set at the client level, it will look at your branch level by default, otherwise your system setting.
After-hours is represented by these stripped lines over the calendar:
Where has the 'Added/Resolved/Verified Remarks' badge gone?
If you are looking for whether the task has resolved all its remark repairs, you should instead use the Incomplete Work Alert to guide you - it will alert you if remarks haven't been resolved as well as work hasn't been performed. There's no need to go to the Work tab unless it states it.
You no longer need the remarks ADDED and VERIFIED badge which appeared on the old view, the 'Quote Required' alert will flag when remarks have been added or require quoting.
Need Support?
The task page redesign represents a major step forward in making your daily office workflow as fast and simple as possible. If you have any feedback or encounter issues while navigating the new layout, please contact our support team at [email protected].