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. Complete Actions
10. Service & Add Assets
11. Add remarks and take photos
13. Add Timesheets Monitor Productivity
Complete Work
15. Add Timesheets
16. Create Reports & Certificates
17. Create Defect Quotes
18. Review Profitability
19. Create Invoices
20. Dispatch an email to your customer with applicable reports, quotes and/or invoices.