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 support.
Field Limits
For optimal system performance and the best user experience, Uptick suggests keeping configuration objects within certain guidelines. You can find the limits on this article.
Company & Workspace
Configure your company branding, workspace structure, and operating hours.
Section | Description |
Company Profile | Upload logos, set brand colour, and complete company information used on emails, invoices and templates. See Set up Company Profile. |
Extra Fields | Define extra fields to capture additional data against records such as Assets, Products and Users. See Set up Extra Field. |
Branches | Create and manage branches, including address, contact details and default warehouse. See Branches. |
Business Hours | Set start and end times for each day of the week and mark days as open or closed. See How to set up Business hours |
Customers & Contractors
Configure how your clients, properties, and contractors are set up and accessed.
Section | Description |
Clients | Create and manage client tags. See How to set up Client Tags |
Properties | Configure default document folder structure and property contact role choices. See How to Configure Properties Settings |
Customer Portal | Enable and configure features available in the Customer Portal. See How to Configure the Customer Portal Settings |
Contractors | Create and manage contractor categories, skills, tags and service areas. See How to Configure the Contractor Settings |
Contractor Portal | Toggle required functionalities for the Contractor Portal. See How to Configure the Contractor Portal Settings |
Work & Scheduling
Configure how work is created, categorised, scheduled and performed.
Section | Description |
Tasks | Review or configure task requirements, categories, tags, statuses and the AI Rewriter for technician notes. Note: Task Statuses can only be changed by Uptick — contact your account manager or support team. See Understanding task status, task category and parts status. |
Routines | Create and manage standards, routine service types and routine service level types. See Create or update standards, routine service types and levels. |
Service Groups | Create and manage service groups that control how routines group into tasks. See Set up Service Group. |
Appointments | Configure appointment email notifications and manage appointment categories, colours and inflexibility settings. |
Projects | Configure project sequence formats, claim templates, invoice settings and sliding retention rate brackets. |
Actions | Create and manage action group templates that can be auto-applied to tasks. See Create an action group template and set it to auto-apply to tasks. |
Prompts | Create and manage prompt sets and questions linked to standards, routine service types and asset types. See Set up Prompt Sets and Questions. |
Zones | Create custom geographic zones or load preset zones from the map tool. See Zones. |
Assets & Compliance
Configure the asset library, defect types, compliance tools and service agreements.
Section | Description |
Asset Types | Create and manage asset types, including automatic naming, variants and remark types. Requires the Can configure the asset library permission. See Create and manage asset types. |
Remark Types | Create and manage asset-specific and global remark types, including severity, description and suggested products. See Create and manage remark types. |
Logbooks | Create and manage logbook types. See Set up logbooks. |
SLAs | Create and manage Service Level Agreements with onsite and performed intervals. See Setup Service Level Agreement (SLA) targets on tasks. |
Signoffs | Configure signoff instructions, notification email and response due days for contractors. See Contractor Signoffs Module. |
Purchase Orders | Set the auto-approve limit for purchase orders. |
Quoting, Billing & Stock
Configure invoicing, quoting, stock and financial settings.
Section | Description |
Invoicing | Set default payment terms and payment instructions for invoices. |
Sales Quoting | Set default expiry, terms and conditions and manage sales quote tags. |
Defect Quoting | Set default expiry, autoreminder frequency, terms and conditions and manage defect quote tags. |
Warehouses | Set the default warehouse for stock consumption. See Setup a warehouse. |
Cost Centres | Create and manage cost centres with income and expense account codes per branch and task category. See Set up cost centres. |
Rate Multipliers | Create labour cost rate multipliers for scenarios such as overtime or public holidays. See How to add, update or delete Rate Multipliers |
Labour & Timesheets
Configure how labour, time and accreditations are tracked and managed.
Section | Description |
Timesheets | Set the start day of the pay week. See How to set up Timesheets |
Labour Rates | Create and manage labour and subcontracted rates. Requires the Can view product list and detail page permission. See Create labour and subcontracted rates. |
Individual Rates | Set default and per-technician cost and sell rates. See How to set up Individual rates |
Allowances | Enable allowances and configure allowance types for technician reimbursements. See How to set up Allowances |
Task Session Types | Create and manage time session categories such as Performing, Travelling or Leave. See How to add or edit a Task session types |
Accreditations | Create and manage accreditation types for licences, certifications and clearances. See How to manage Accreditations. |
Templates & Reports
Configure the templates and forms used for reports, documents, emails and field data collection.
Section | Description |
Email Templates | Set the default from name and reply-to address, and manage email templates. See Manage email templates. |
Document Templates | Browse the template library and manage report, quote and invoice document templates. See Managing and Editing Document Templates. |
Snippets | Create reusable text snippets for use in quotes and other documents. See Manage text snippets |
Forms (v1) | Build and manage legacy dynamic forms. Technical expertise required. See Manage Dynamic Forms. |
Forms (v2) | Build and manage forms using the guided no-code form builder. See Create forms using Forms V2. |
Report Types | View and manage report types linked to document templates. See Set up report type. |
Communications
Configure automated outbound notifications to clients and property contacts.
Section | Description |
SMS Notifications | Configure automated SMS alerts for appointments and critical defects. Charges apply per SMS — see Control Panel → License Manager → Billing Portal for current rates. See Automated SMS notification for client. |
Integrations
Connect Uptick to your accounting software and other external platforms.
Section | Description |
Accounting | Connect and configure your accounting partner and set sync options for invoices, bills and suppliers. See Accounting integrations in Uptick. |
Brycer | Connect to The Compliance Engine for compliance reporting with relevant authorities. See Setup the Compliance Engine – Brycer Integration. |
Uptick API | Create API applications to connect third-party tools to Uptick. See Connecting to the Uptick API. |
Security & Access
Manage user permissions, authentication and system audit tools.
Section | Description |
Security Groups | Create and manage security groups that control what users can see and do. Requires the Can configure security groups permission. See Permissions and Security Groups. |
Single Sign-On | Configure SSO with your identity provider to manage staff authentication. See Setting up Single Sign-On (SSO) in Uptick. |
Account Device Audit | Review login history and device activity for all users over the past 14 days. |
System Log | Track and audit system activity for troubleshooting and identifying unexpected changes. |
Uptick Subscription
Manage your Uptick subscription, licenses and optional extensions.
Section | Description |
License Manager | View Desk and Field license usage, per-user breakdowns and subscription details. Access the Billing Portal for invoices and payment details. Requires the Owner security group. See License Manager. |
Extensions | Enable and configure optional product features and add-ons. See Uptick Modules & Extensions: Grow Your Business. |