We often get asked what our end to end, or ideal process, looks like in Uptick. This article will walk through each step and where it typically fits in to the process.
Win Work
Create a Service Quote
Setup Clients, Properties and applicable Contracts
Quote for Major Servicing
Setup Projects
Create Work
5. Create and setup I&T tasks, Repair tasks or Callout Tasks
7. Raise Purchase Orders
8. Reserve stock from a Warehouse
Perform Work
9. Service & Add Assets
10. Complete Actions
11. Add remarks and take photos
13. Monitor Productivity
14. Add Timesheets
Complete Work
15. Create Reports & Certificates
16. Create Defect Quotes
17. Review Profitability
18. Create Invoices
19. Dispatch an email to your customer with applicable reports, quotes and/or invoices.