Setup

You will need the following permission in your security group: Can change site configuration settings.

Click here to learn about permissions and security groups.

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How to navigate the Control Panel

Click the cog icon at the bottom of the main menu, then choose a tab to adjust specific workspace settings:

Visibility of sections depends on user permissions and enabled extensions.

Customise

Company profile	Set up Company profile including logos, contact details and system notification email.
Extensions	Turn on any available modules in your Uptick Workspace.
Extra fields	Set up Extra Fields for additional data, including restricting visibility using License or Data Conditions.

Templates

Email templates	Set default name, reply-to email, manage email templates and embed images.
Report types	Manage and create report types, view how many reports have been generated for each type, and access their linked document template.
Forms (v1)	Manage Dynamic Forms to collect field data on tasks which requires advanced coding knowledge.
Forms (v2)	Create and manage forms using Joyfill to capture detailed data in the field, including checklists and compliance records. Joyfill Form Builder: a new drag-and-drop form template tool designed for easier setup, editing, and customisation—no coding needed
Document templates	Add default document templates and manage existing ones for reports, quotes, invoices, and more.
Snippets	Create or manage text snippets to be used when creating callout tasks, defect quotes, or service quotes.

Labour

Allowances	Set up Allowances to capture extra costs your field users have incurred that need to be reimbursed or paid out per employment agreements.
Business hours	Set up Business hours for your business.
Labour rates	Create labour and subcontracted rates.
Individual rates	Set up Individual rates by specifying each field user’s cost to ensure accurate task profitability.
Rate multipliers	Manage Rate Multipliers to apply fixed percentage increases to time session costs, e.g. for public holidays, nights, or overtime.
Task session types	Set up Task Session Types to categorise time sessions such as Performing Task, Travelling, Breaks, Training, RDO, or Leave.
Timesheets	Set up Timesheets by selecting the day of the week to display timesheets from.

General

Accreditations	View and create the accreditation types that will appear in the dropdown list when adding an accreditation on the Accreditations page. You can also set whether or not the accreditation is property specific.
Actions	Manage action group templates to be applied to tasks.
Appointments	Set appointment labels, toggle whether or not they're active and set their colour code.
Asset types	Create, view and edit asset types and assets View and manage remarks, variants and prompts for an asset type Configure default replacement products, applicable routines and excluded levels when editing the asset type Create and manage asset tags and asset type tags Configure ESM presets Perform a csv download of asset types, prompt questions and asset type variants
Branches	View and manage Branches set up in the system. You can see all the Branches listed here as well as their associated users and properties. Creating or editing a Branch allows you to provide Branch details and add/remove users associated.
Clients	Client tags are created, viewed and managed here.
Contractors	View and manage the categories, skills, tags and service areas to be associated with a contractor. These will appear in drop-down lists when creating and editing contractors in the system.
Cost centres	View, create and edit cost centres on this page. You can also toggle which cost centres will be set as default on a task.
Contractor Portal	Configure your Contractor Portal
Customer Portal	Configure your Customer Portal
Defect Quoting	Configure naming and sequence formatting as well as default templates of defect quotes Toggle whether or not clients and/or authors receive a quote response email Set autoreminder frequencies and default expiry periods Create and manage defect quote tags
Invoicing	Configure the following invoice options: Invoice reference format Invoice description format Payment days and terms BCC address for invoices Invoice sequence number and format Payment instructions
Logbooks	View, create and edit logbook types from this page.
Multi-currency	Enabling multi-currency will allow you to raise purchase orders in different currencies to your local currency. All financial reporting will be displayed in your configured local currency.
Projects (formerly jobs)	Set the sequencing and formatting of Projects here.
Prompts	Manage prompt sets and questions.
Properties	Manage property number sequencing settings and document structure. You can also create and manage property tags from this section.
Purchase Orders	Configure naming and sequence formatting of purchase orders Set an auto-approve limit for purchases
Rectifications	Set the sequence formatting of rectifications
Remark Types	Manage asset-specific and global remark types.
Reports	Configure the naming pattern for reports.
Routines	Manage standards, routine service types and routine service level types.
Service groups	View edit and create service groups on this page. You can see a list of all the service groups in use as well as how many tasks and users are associated with them.
Service Quoting	Configure naming and sequence formatting as well as default templates of service quotes Set the email address for service quote approvals Create and manage service quote tags
Signoffs	Set signoff instructions that will appear when performing a signoff Set the notification email for signoffs Set the number of days contractors have to respond to a signoff.
SLAs	Configure your SLAs
Tasks	Configure the sequence format and document structure for tasks Create and edit task tags View, create and edit task categories and set their defaults
Warehouses	Set a default warehouse. Stock will be consumed from this warehouse for any work performed by technicians that don't manage a warehouse.
Zones	Create and view Zones here. You can view your list of Zones, toggle active on/off, search for a specific Zone and group by Branch or active if applicable.

Integrations

Accounting	Connect, configure and check the accounting partner connection status.
Floorplans (Locatrix)	Connect to and check connection status of Locatrix integration.
Uptick API	Settings for setting up Client ID and Secret to connect to the Uptick API.

Security

Security groups	Security groups include settings that define the level of access and control that Uptick users have on the system through permissions. By clicking on a security group you can see the users that are part of that group. From here you can: Manage existing security groups and their permissions Create new security groups and manage their permissions
Single Sign-on	Settings for configuring SSO can be found here.
Authorisation limits	Set overall default authorisation limits for defect quotes and purchase orders, as will as individual limits per technician.
Account device audit	Shows login history for the past 14 days.

Uptick subscription

License manager	Dashboard that allows you to configure your plan, reference the subscription agreement, and view desk, field and total license usage.
Payment information	Set your payment method and accounts email on this page.