The People section in your sidebar is your central hub for managing everyone who interacts with your Uptick workspace—from customers and suppliers to your internal team and contractors.
Quick reference
This map displays a brief outline of each section.
What You'll Find Here
The People section is organized into five categories:
Accreditations
Manage licenses, permits, certifications, and other credentials for your technicians and contractors.
What you can do:
Track expiry dates for certifications (police checks, first aid, CFSP registration, plumber licenses)
Get automatic warnings when accreditations are expiring (30 days before expiry)
Ensure technicians are properly accredited before assigning tasks
Clients
Your customers—the people and organizations you provide services to.
What you can do:
View and filter your client list
Manage contact details, billing information, and property portfolios
Track invoices, quotes, and tasks for each client
Provide Customer Portal access
Organize clients into client groups for better management
Contractors
External service providers who handle subcontracted work for your business.
What you can do:
Manage contractor contact details
View task history and performance
Provide Contractor Portal or Contractor App access
Track subcontracted work
Suppliers
Companies you purchase goods or services from.
What you can do:
Store supplier contact and business details
Link suppliers to products for purchase orders
Sync with your accounting system (indicated by a partner UID)
Manage purchase orders and bills
Users
Anyone who needs access to operate Uptick—field staff, office staff, contractors, and administrators.
What you can do:
Create and manage user accounts
Set access rights and permissions through security groups
Reset passwords
Assign users as staff or non-staff
Control what users can see and do in Uptick
Quick Navigation
Access the People section from your sidebar at any time. Each category has its own dedicated page where you can view, filter, create, and manage records.
Note: What you can see and do in the People section depends on your security group permissions. Contact your administrator if you need access to specific features.