Uptick provides a variety of options to control who gets invoices, reports and quotes. These requirements can be set against clients as well as property contacts. In Uptick, contacts are managed at both client and property levels, with a primary contact typically responsible for receiving essential documents unless overridden by additional configurations. Understanding how these hierarchies and overrides interact is key to optimizing contact management. This article will walk you through how to configure these requirements effectively.
Setting requirements on the client
The Billing, Reporting and Defect Quoting requirements can be set on the client at the point of creation or when editing. Learn more Create and manage clients.
Property contacts and their billing requirements
One a property level you can have a list of contacts with their name, role, contact details and billing requirements. Toggles are provided making it quick and easy to select which contact will receive invoices, reports, quotes and notifications. Learn more on adding, editing and deleting property contacts Set up contacts against properties.
FAQ
How/when are invoices, reports and quotes sent?
All of these are sent via the Dispatch function on the task. This will create draft emails that will appear on the Dispatch page, which can be edited and altered before sending. When different recipients are to receive different documentation, separate emails will be sent accordingly (i.e. recipients set to only receive quotes will have a separate email sent to them)
How do client and property level configurations interact?
Settings at the client level generally take precedence over property-level configurations. However, any property-level contacts specifically marked to receive documents will still receive those documents regardless of client-level settings.
What happens if I configure additional contacts beyond the primary contact?
The primary contact in Uptick is designed to receive all essential documents (invoices, reports, and quotes) unless additional contacts or specific email fields are configured otherwise. If you need to include others besides the primary contact, add them as property-level contacts and mark them to receive specific document types. Where the same recipient is configured at both levels for the same document, they're de-duplicated and receive a single copy. Different contacts, and different document types, are still sent as separate emails.
Who receives a defect quote?
Defect quotes follow the same idea. Uptick chooses the main recipient (the To address) in this order:
The Defect Quoting contact set on the client.
The client's Primary Contact.
If neither of those exists, a Property Contact with Requires Quote enabled
This means a defect quote still sends to the property contact even when the client has no contacts set up. If no contact anywhere — client or property — is set to receive quotes, you aren't stopped from sending: dispatching the defect quote opens the email editor automatically, so you can type a recipient's email address and send the quote. To have future quotes send automatically, add a client Primary or Defect Quoting contact, or enable Requires Quote on a property contact with a valid email address.
Will a contact get duplicate emails if they're set up at both client and property level?
No. When you dispatch, Uptick checks the recipients for each document and removes duplicates, so the same person doesn't receive the same document twice. Here's how it decides what to combine:
Same document, overlapping people → combined into one email. If a document is set to go to people whose recipient lists overlap, Uptick merges them into a single email and keeps the most complete recipient list, so no one misses out. Example: an invoice is set to send to Warren (with Bethany CC'd), separately to Warren, and separately to Bethany. Instead of three invoices, Uptick sends one — To: Warren, CC: Bethany.
Different documents → sent separately. Each type of document is sent as its own email. Example: an invoice to Jane (CC Bob) and a report to Bob are sent as two separate emails.
Different people, same document → sent separately. Uptick only removes duplicates of the same person — it won't group different contacts into one email. Example: an invoice going to Alice, Bob and Charlie is sent as three separate emails, one to each.
Related Topics For further assistance, consider exploring other guides:
How to configure requirements for custom billing needs
Troubleshooting invoicing issues in Uptick
Client vs. property-level settings explained