What You'll Learn
How to create and organize knowledge base notes
How to add files and documents to notes
How to include hyperlinks in your content
Who can access and manage the knowledge base
What is the Knowledge Base?
The Knowledge Base is your company's internal documentation hub. Use it to store and share important information that your team needs to reference regularly.
Access: Go to Tools > Knowledge Base on the Uptick Web Platform
Visibility: All notes are visible to everyone in your organization—both office staff and field technicians can access them via the web platform and mobile app.
Common Uses
After-hours call-out procedures
Vehicle breakdown and servicing procedures
Custom SLAs and service standards
Fire safety standards and regulations
Internal processes and workflows
Important links and resources
Create a Note
Notes are the building blocks of your Knowledge Base. Each note can contain written content and file attachments.
Go to Tools > Knowledge Base
Click Create Note
Enter a Name for your note
Add your content in the Content section
Supports Markdown styling for formatting
Click Save
Tip: Use clear, descriptive names so your team can easily find what they need.
Add Files and Documents
Each note has an Attachments section where you can upload supporting files and create folders to keep everything organized.
To add files:
Open your note
Go to the Attachments section
Upload files individually or create folders to organize them
Include Links in Your Content
You can add clickable links to external websites or other resources in your note content using Markdown syntax:
[Uptick Help Center](https://support.uptickhq.com)
This will display as: Uptick Help Center
Permissions and Access
Who can access the Knowledge Base?
All users (office and field staff) can view notes via the web platform and mobile app
Access to the mobile app: Go to the About tab
Who can create or edit notes?
Users with the Notes permission in their security group can create and edit notes
Contact your administrator if you need access
Can I delete a note?
Notes can't be deleted from Uptick. To remove a note, contact us in chat and our support team will delete it for you.
Note: Currently, there is no option to make individual notes private or restrict visibility to specific users.