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Clients in Uptick

How to set up a new client

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

Step 1: Select the tab labeled People from the navigation menu and select Clients from the drop-down menu.

Step 2: From the clients page, click the blue tab labelled Create client.

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Step 3: On the new client page, complete the first portion of the form by filling in primary client contact details. Primary contact will receive all documentation sent on dispatch unless different contacts are set in the Report, Billing, and Defect Quoting tabs

Report tab

Provide information that will help generate automated reports according to client preferences. If contact or CC email addresses are input in this section, reports will be sent to this address instead of the primary contact.

Manual reporting required

Tick the box if reports should be manually generated rather than automatically generated for this client. This can be if the customer needs them to be sent by post.

White label report

Tick the box if you wish to send reports with no header or footer.

Merge PDF

Tick the box is you wish to merge all report PDF's into one file when sending for simplicity sake.

Billing tab

Set billing preferences specific to this client. If contact or CC email addresses are input in this section, invoicing will be sent to this address instead of the primary contact.

Manual billing required

Tick the box if you wish invoices to not be generated automatically.

Fixed price contract

Tick the box to signify that the client is on a fixed price contract, prices should not be adjusted for CPI automatically.

Billing card

Search billing cards and add it against the client to whom you will be sending the invoice to.

Defect Quoting tab

Set defect quote recipient information and reminder settings. If contact or CC email addresses are input in this section, defect quotes will be sent to this address instead of the primary contact.

Auto-Reminders Enabled

Tick this for the recipient to receive automatic reminders for submitted quotes that are yet to be approved.

Quoting requirements

Fill out this field if the client has special requirements regarding defect quoting.

Purchase orders tab

Input to decimal value here if you want to charge a markup against this client for orders orders raised from the task.

Step 4: Once completed, click Save client

Create an account for a client

You'll need to create a login account for a client if you want them to use the customer portal.

The customer portal is designed for clients that want to access the latest information about their properties. The main page includes summaries of quote and invoice activity, asset compliance status, routine maintenance and service calls.

To create an account, check out this article here. Alternatively, you can send them an invitation. This not only creates an account, it notifies them about this account and lets them reset their password.

Send an invitation by viewing the client's profile and then click 'Send Invitation'.

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