The Uptick Projects Module helps you manage installation projects from start to finish. This guide will walk you through setting up and using the module effectively.
With the Projects Module, you can:
Create detailed project quotes.
Manage tasks and raise purchase orders to order materials.
Handle invoicing for deposits, progress claims, and retention.
Track project costs and profitability.
Initial Setup
Before you can manage projects, you need to ensure the correct modules and permissions are enabled in your Uptick account.
Required Modules:
Projects
Projects
You must have the following permission on your security group to enable Projects.
Can change site configuration settings
To enable this, go to Control Panel > Extensions and click Enable on the Projects module.
Required Permissions: Your user role needs the following permissions. An administrator can grant these to your user role.
Can create, update and delete service quotes.
Can create & manage projects
Can view project
Can view project financials
Can view project reports & insights
If you see this arrow, click to expand for more information!
If you see this arrow, click to expand for more information!
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How to quote for a project
All projects start with a quote.
1. Build a service quote for the installation work
1. Build a service quote for the installation work
Quoting a multi-phase project? Use Quote Sectioning to break down a single quote into multiple sections.
Expand to learn how.
Expand to learn how.
1. Create a Service Quote and toggle on sections.
1. Create a Service Quote and toggle on sections.
2. Click Add section and fill in section details (Section Name, Section Scope of Works). Click Create.
2. Click Add section and fill in section details (Section Name, Section Scope of Works). Click Create.
3. Click to expand the section and click + Add Product to add line items for the section
3. Click to expand the section and click + Add Product to add line items for the section
2. Submit the quote to your client for approval
2. Submit the quote to your client for approval
3. Once the client approves the quote, you can proceed to the next step.
3. Once the client approves the quote, you can proceed to the next step.
Template Modifications can be requested for a quote to accommodate the additional sections. Once you add line items to the Required Works section, you will not be able to quote for using Quote Sectioning. Please remove your required works line items to toggle on Quote Sectioning.
How to create a Project
After the quote is approved, convert it into a Project.
4. Open the approved service quote.
Main Menu > Service Quotes > Select approved Service Quote
Go to the Repair & project setup > Project > Click + Create
4. Open the approved service quote.
Main Menu > Service Quotes > Select approved Service Quote
Go to the Repair & project setup > Project > Click + Create
Fill in the following required fields:
Fill in the following required fields:
Supervisor | Assign a supervisor to the project |
Category | Choose "Minor Works" or "Major Works" to help with filtering and reporting |
Expected Start Date | Enter the planned project start date |
Expected Completion Date | Set an estimated completion date |
Billing Card | Select the relevant billing card linked to your accounting software |
Branch | Select the Branch if applicable |
Cost centre | Set the cost centre you want to attribute the revenue to |
Retention Date | Enter the approximate date for releasing the retention funds. |
Retention Rate (%) | Enter the percentage of payment to be withheld as retention (e.g., 5%) |
Final rebate rate (%) | The percentage amount of the project total to be claimed upon practical completion. |
How to Create and Manage Project Tasks
Break down the project into manageable tasks.
5. From the project's Repair & project setup tab, go to Tasks. Click + Create Project Task
5. From the project's Repair & project setup tab, go to Tasks. Click + Create Project Task
Fill in task information with mandatory fields (any fields with a red asterix) and click Create
Fill in task information with mandatory fields (any fields with a red asterix) and click Create
Description | Short description of the work to be performed |
Scope of works | This will be populated with the Scope of Works from your Service Quote |
Estimated Duration | This gives the task a labour estimate |
Assign the relevant line items from your quote to the task
Assign the relevant line items from your quote to the task
Once created, you can schedule the task for a technician and raise purchase orders for any required materials.
How to raise progress claims and invoice your project
Uptick allows you to manage various invoicing stages throughout the project lifecycle.
6. You can create invoices for:
How to review a project's Profitability
Keep track of your project's financial health by reviewing its profitability.
7. Review Profitability for your task and review your overall project performance in a dashboard.
7. Review Profitability for your task and review your overall project performance in a dashboard.
Project Statuses
Projects move through several statuses from creation to completion:
Ready
The default status. The project is ready to begin, often after a deposit is paid.
On Hold
The project is temporarily paused.
In Progress
Work has started. This automatically sets the project's actual start date.
Retention
All work is finished, and the project is awaiting final retention payment. This automatically sets the actual completion date.
Complete
All work is finished, and all invoices have been paid.
Cancelled
The project has been cancelled.
By following these steps, you can effectively manage your installation projects, ensuring financial visibility and smooth execution from start to finish.