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.
If you see this arrow, click to expand for more information!
If you see this arrow, click to expand for more information!
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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:
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 | |
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 |
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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 |
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Configure the following invoice options:
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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 |
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Rectifications | Set the sequence formatting of rectifications |
Remark Types | Manage asset-specific and global remark types. |
Reports | Configure the naming pattern for reports. |
Routines | |
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 |
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Signoffs |
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SLAs | Configure your SLAs |
Tasks |
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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:
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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. |
Recommended Steps
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