Core Workflow
At Uptick, we've built our product around a core workflow. This is outlined below, along with a downloadable PDF flow you can use in your business. Click on the image to access the PDF.
Please note: This is not the only way, it is just our core way. You are welcome to customise your workflow from this core process as suits you.
Asset based and non-contracted servicing
VIC AESMR Process
How Service Groups and Billing Contracts influence task generation
Task Review
Scheduling appointments
Generating tasks from routines
QLD Occupier Statement
Performing tasks in the app (typical flow)
NSW AFSS
Defect Quoting
Service Quoting
Creating a callout task (desk)
Creating a callout task (Field)
Do and Charge Billing Contracts
Fixed Billing Contracts
