What You'll Find Here
This article links to step-by-step guides organized by feature area. All articles are regularly updated with the latest platform changes—look for these indicators:
🟠 New - Brand new feature or article
🟣 Updated - Recently updated with workflow or UI changes
🎓 Want Structured Training?
Before diving into specific features, consider these learning options:
Uptick Online Academy - Free self-paced courses with certificates
Onboarding Training Structure - Recommended training session guide
Core Workflows PDF - Downloadable visual process maps
Core Workflows
Visual process maps showing our recommended best practices. Click any workflow to download:
Dashboard
Your home page for favorites and real-time technician activity.
Tasks
Everything about creating, managing, and scheduling tasks.
Quoting
Create and manage service quotes and defect quotes.
People
Manage clients, contractors, suppliers, and users.
Billing
Purchase orders, invoices, billing cards, contracts, and stock control.
Customer Data
Properties, assets, routines, reports, and forms.
Tools
Timesheets, signoffs, equipment register, and more.
Insights and Reports
Analytics and reporting for business, finance, and properties.
Site Configuration
Control Panel settings and workspace configuration.
Related Resources
Uptick Glossary - Key terminology explained
Uptick vs Firemate Terminology - Migration guide
Uptick Cheat Sheet - Quick reference guide
Further Training on Uptick - Additional training options
Need Help? Click the ? icon in your Uptick dashboard or contact our support team.