What you'll learn: How to access and use the Control Panel to configure your Uptick workspace, including understanding configuration best practices and navigating different settings sections.
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.
How to access the Control Panel
Click the cog icon at the bottom of the main menu. This opens the Control Panel where you can adjust specific workspace settings across multiple tabs.
Note: The visibility of sections depends on your user permissions and enabled extensions. If you're unsure whether your Uptick Workspace has an extension enabled, reach out to <[email protected]>.
Configuration best practices
For optimal system performance and the best user experience, Uptick suggests keeping configuration objects within the following guidelines:
Configuration Object | Suggested Limit |
Task Categories | 10 |
Rate Multipliers | 20 |
Standards | 50 |
Task Session Types | 50 |
Appointment Categories | 10 |
Cost Centres | 200 |
Customise
Configure your workspace branding, enable modules, and add custom fields.
Section | Description |
Company profile | Set up Company profile including logos, contact details and system notification email address. |
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
Manage templates for emails, reports, forms, and documents.
Section | Description |
Email templates | Set default name, reply-to email, and manage email templates. |
Report types | Manage and create report types, view how many reports have been generated for each type, and access the linked document template. |
Forms (v1) | Manage Dynamic Forms to capture detailed data in the field on a task. This requires advanced coding knowledge. |
Forms (v2) | Create forms using Forms V2 to capture detailed data in the field, including checklists and compliance records. Forms V2 Form Builder. Learn more in the Forms V2 Form Builder overview. |
Document templates | Add default document templates and manage existing ones for reports, quotes, invoices, and more. This requires advanced coding knowledge. See FAQs - Document and Email templates. |
Snippets | Create or manage text snippets to be used when creating callout tasks, defect quotes, or service quotes. |
Labour
Configure labour rates, timesheets, and business hours.
Section | Description |
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
Configure general workspace settings including assets, clients, tasks, and more.
Section | Description |
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 |
|
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. |
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. |
Cost centres | View, create and configure cost centres on this page. |
Contractor Portal | Configure your Contractor Portal. |
Customer Portal | Configure your Customer Portal. |
Defect Quoting |
|
Invoicing | Configure invoice reference format, invoice description format, payment days and terms, BCC address for invoices, invoice sequence number and format, and payment instructions. |
Logbooks | View, create and edit logbook types from this page. Learn about Logbooks in Uptick: Classic and Digital. |
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 |
|
Rectifications | Set the sequence formatting of rectifications. |
Remark Types | Manage asset-specific and global remark types. Learn about managing remarks and understanding remark status, event and severity. |
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 |
|
Signoffs |
|
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. Learn about understanding task status, task category and parts status. |
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
Connect Uptick to your accounting software, floorplan tools, and API.
Section | Description |
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
Manage user access, permissions, and security settings.
Section | Description |
Security groups | Security groups include settings that define the level of access and control that Uptick users have on the system through permissions. Learn more about Permissions and Security Groups. |
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 well as individual limits per technician. |
Account device audit | Shows login history for the past 14 days. |
Uptick subscription
Manage your Uptick subscription and payment details.
Section | Description |
License manager | Dashboard that allows you view desk, field and total license usage. Learn more about the License Manager. |
Related Articles
