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The Core Workflows in Uptick (PDF Download)
The Core Workflows in Uptick (PDF Download)

A collection of flow charts outlining Uptick's core workflows.

Teresa Bui avatar
Written by Teresa Bui
Updated over a week ago

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

Asset-based_and_Non-contracted_servicing.png

VIC AESMR Process

VIC_AESMR.png

How Service Groups and Billing Contracts influence task generation

Task_splitting_map.png

Task Review

Task_Review.png

Scheduling appointments

Scheduling.png

Generating tasks from routines

Routine_Task_generation.png

QLD Occupier Statement

QLD_Occupier_Statement.png

Performing tasks in the app (typical flow)

Performing_tasks_-_field.png

NSW AFSS

NSW_AFSS.png

Defect Quoting

Defect_Quoting.png

Service Quoting

Service_Quoting.png

Creating a callout task (desk)

Callouts.png

Creating a callout task (Field)

Callouts_-_field.png

Do and Charge Billing Contracts

Billing_-_do_and_charge.png

Fixed Billing Contracts

Billing_-_fixed.png
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