All Collections
Server configuration
General configuration and settings
System admin - everything about the control panel
System admin - everything about the control panel
Teresa Bui avatar
Written by Teresa Bui
Updated over a week ago

The control panel (accessed by clicking on the cog in the bottom-left corner) is where you can see and control most of Uptick's features to your liking. This guide will help you navigate the control panel and explain what the function of each section is. The visibility of some sections is dependent on your user permissions and available extensions so you may see sections in this guide that are not applicable to your use case.

LearningBanner_Settings-Config.SML.png

Customise

Company profile

Includes settings for timezone, country, the email address used for system notifications and the authorised support domain. Here you can also set branding, which are used throughout templates for your businesses contact details. Information regarding company and contact details, logos and company ABN are found here as well. Your branded login page can be found here.

Custom fields

This is where custom fields can be created and managed. You can control where the custom fields will appear and there are tabs for each object type the custom field is associated with, making it easier to find and manage existing custom fields.

Templates

Email Templates

These templates define how your outgoing emails will appear to your customers. From this section you can:

  • Create and customise email templates

  • Set the name that appears in the "from" address of the email

  • Set the default "reply-to" email address

Report types

Manage and create report types from here. You can see how many reports of a respective report type has been generated and a direct link to the template editor page of those reports can also be found here.

Dynamic forms

View and edit existing forms, create new dynamic form templates or load one from the library.

Document templates

Templates for snippets and all types of documentation generated in Uptick are managed here including reports, invoices, quotes and purchase orders. From here you can:

  • Edit existing templates

  • See an example of what your templates look like

  • View built-in templates

  • Request a new template or the customisation of an existing one

Snippets

Manage your existing snippets or create new ones.

Labour

Allowances

Allowances are extra costs your technicians have incurred that need to be reimbursed or paid out per employment agreements. They are visible to technicians when submitting their timesheets at the end of the day, and are visible to admin staff on the timesheets approval screens.

Business hours

Set the business hours and closed days from here. Your business hours can help determine whether labour callouts are billed as normal hours or after hours.

Labour rates

Manage the labour you charge, as well as the subcontracted labour you purchase.

Individual rates

Specify a cost and labour rate per technician to allow for more detailed task margin calculation and invoicing.

Rate multipliers

Rate multipliers can be used on task sessions to increase the cost rate of labour by a fixed percentage to apply more accurate profitability and timesheets eg for public holidays, nights or overtime.

Task session types

Task session types have different attributes which will affect how they show up in reports:

  • Is work indicates whether the task session should count towards the technicians "hours worked", eg. where a tech is expected to "work" 7.5 hours per day.

  • Is taskable indicates whether the task session must be linked to a task.

  • On site indicates whether the task session should only be used while the technician is on site.

  • Show on scheduler indicates whether these sessions should show up on the task scheduler.

  • Active indicates whether the task session can be used for new task sessions.

Timesheets

  • Set allowance types and pay week start day

  • View and manage timesheets, their session types and colour coding

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

View, create and edit actions from this page.

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.

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

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

Projects (formerly jobs)

Set the sequencing and formatting of Projects here.

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.

Prompt sets

Create and update prompt sets

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

  • View and manage remark types

  • Configure suggested products when editing a remark type

  • Create and manage global remark types

  • Toggle replacement requirements and set suggested products for a remark

Routines

  • View all routines and their service levels

  • See how many properties are using a particular routine

  • See all applicable assets associated with a routine

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.

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:
โ€‹

  • 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.

Did this answer your question?