Release Date: 17th of November
Several changes and improvements have been made to the Uptick system this month, including Service Quoting, Appointment Scheduler, Purchase Orders and Invoicing.
Changes and improvements
Billing contracts have a brand new look. We’ve made it much easier to create and update billing contracts by combining everything into one screen, simplifying the process and saving time. We’ve also reduced the amount of input required to clarify when the next invoice will be sent, adding transparency.
Appointment scheduler improvements to help you schedule your field staff:
You are now able to sort tasks in accordance with your workflow importance such as priority, due date and many more options.
Task filters are now collapsed into a filter button, freeing up screen space and allowing you to see more tasks at once. Clicking this button will bring up a modal to select and apply your filters.
Note: We will be removing our old scheduler very soon, please switch to the new scheduler if you haven’t already.
Service quoting improvements to help streamline your sales process
Clients can now add any relevant documents as an authorisation reference when approving a service quote via the online approval link, reducing back and forth between you and the client.
We’ve added our advanced product picker on the Required works table to streamline product searching.
For customers quoting Do and Charge maintenance work, the annual calculation which appears on your PDF will accurately factor in superseded levels.
Uptick now supports tax free Purchase Order items. Double click the tax code cell to reveal additional tax options for the line item.
We've safeguarded and simplified Cost Centre selection on tasks, making it easier to use the right cost centre. Tasks cannot be saved unless that Cost Centre is appropriate for the task’s Branch and task Category, improving accuracy for your financials.
In reference to the example above, a task with a Callout category will have all 3 cost centre options, until the Sydney branch is set on the task, then it will just have option 1 and 2.
Invoices and Purchase Order Bills pushed to Xero will add a rounding adjustment line item if the totals do not match across both systems. To opt in, we've added a new Rounding Account field to the accounting configuration for Xero integration.