Setup
You will need the Templates module turned on in your workspace. If you do not see this in your main menu, reach out to [email protected].
You will also need the following permissions in your security group: Can change site configuration settings.
Click here to learn about permissions and security groups.
There is a built-in suite of document templates for Defect and Service Quotes, Invoices, Reports, and Purchase Orders, designed to suit the needs of most businesses.
If you see this arrow, click to expand for more information!
If you see this arrow, click to expand for more information!
We will add additional information and images under these arrows.
How to add a default document template
1. Navigate to Control Panel > Document templates and click Choose from library.
1. Navigate to Control Panel > Document templates and click Choose from library.
2. Choose a template in the Uptick library to preview, download the example or Use this template to add to the workspace.
2. Choose a template in the Uptick library to preview, download the example or Use this template to add to the workspace.
Available default document templates:
Defect Quotes
Defect Quotes
Itemised w/ Prices.
Itemised w/ Qty.
Description.
Invoices
Invoices
Invoice.
Consolidated Invoice.
Consolidated Invoice Summary.
Project Invoice.
Reports
Reports
Service Report.
Service Report (Prompts).
Asset Register.
Annual Certification VIC (AESMR).
Annual Certification WA (ASMR).
Annual Certification NSW (AFSS - July 2023 for Signoffs).
Annual Certification NSW (AFSS - Sep 2022).
Supplementary AFSS NSW (Sep 2022).
Annual Certification QLD (Occupiers Statement).
Annual Certification SA (Form 3).
Annual Certification TAS (Form 56).
Yearly Condition Report.
ESM Audit.
Doors.
Passives.
Service Quote (Itemised).
Service Quotes
Service Quotes
Service Quote (Itemised).
Service Quote (Totals only).
Purchase Orders
Purchase Orders
Purchase Order
How to create or change a document template
1. Navigate to Control Panel > Document templates, then click + Create blank template or Edit HTML on the existing template.
1. Navigate to Control Panel > Document templates, then click + Create blank template or Edit HTML on the existing template.
Editing templates requires advanced HTML knowledge, and incorrect changes can lead to errors or inconsistencies. Changes to document templates can be performed by the Uptick Professional Services team for an additional fee. To request a quote, please reach out to [email protected] with the following:
The name and the link to the template in the workspace.
Outline of the requirements for the customisation.
A PDF mockup highlighting the requirements.
Review FAQs - Document and Email templates for more information on change requests.
2. Click Save Template.
How to embed images in document templates
1. Navigate to Control Panel > Document templates and scroll down to the Template Images section.
1. Navigate to Control Panel > Document templates and scroll down to the Template Images section.
2. Upload images in the Template Images section, then edit an existing document template to include it.