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End to end office process - From creating a property to sending out an invoice

Teresa Bui avatar
Written by Teresa Bui
Updated over a week ago

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

  1. Create a Service Quote

  2. Setup Clients, Properties and applicable Contracts

  3. Quote for Major Servicing

  4. Setup Projects

Create Work

5. Create and setup I&T tasks, Repair tasks or Callout Tasks

8. Reserve stock from a Warehouse

Perform Work

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.

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