Welcome to the Learning Essentials Library! Here you can find a collection of articles on our core features and workflows in Welcome to the Learning Essentials Library! Here you can find a collection of articles on our core features and workflows in one place so you can study up on any topic/section of your choosing. Whether you're a seasoned Uptick user or new to the platform, it's worth coming back here periodically as any changes or updates to UI or workflows as a result of monthly releases will also be chronicled in our help content. Updated articles will be marked as:
A brand new article that outlines and explains our latest new feature or a new resource for an existing feature that didn't previously have an article
An update to an already existing article, including updates to workflow and usability.
Click on any header to expand the selection.
Core Workflows
Core Workflows
These visual process maps are our recommended best practices for using Uptick. Click on the appropriate topic for a downloadable image.
Dashboard
Dashboard
This is Uptick's home page where you can see the favourites you've configured and realtime technician activity.
Tasks
Tasks
Learn more about Tasks and how they are generated.
Quoting
Quoting
Essential information regarding Service Quotes and Defect Quotes are catalogued here.
People
People
Learn more about Accreditations, Clients, Contractors, Suppliers, and Users.
Billing
Billing
Learn more about Purchase Orders, Invoices, Billing Cards, Billing Contracts, and Warehouses (stock)
Customer Data
Customer Data
Learn more about Properties, Assets, Routines, Reports, and Forms.
Tools
Tools
Learn more about Timesheets, Signoffs, Keys and Equipment, Knowledge Base, Non-contracted Servicing, Jobs, and Data Importer.
Insights and Reports
Insights and Reports
Learn more about analytics and reporting tools for Business, Finance, Products, and Properties.
Site configuration
Site configuration
Learn more about the Control Panel and additional configurations for various parts of Uptick.