Contents:
Document Templates
Uptick has default templates which suit most business needs.
If you need to make any changes you can make a template customisation request for a quotation. Our team endeavours to complete change requests in 30 days from the point of quote approval.
Index of our standard ready-made templates
Type | Standard Template |
Documents | Tax Invoice
Purchase Order |
Quotes | Defect Quote (Itemised w/Prices)
Service Quote |
Reports | Service Report
Monthly Report
Call Out Report
Rectification Report
Annual Certification VIC (AESMR)
Annual Certification WA (ASMR)
Annual Certification NSW (AFSS)
Annual Certification NSW (AFSS) Feb 2020
Supplementary AFSS NSW
Supplementary AFSS NSW Feb 2020
Annual Certification QLD (Occupiers Statement)
Annual Certification SA (Form 3)
Annual Certification TAS (Form 56)
Yearly Condition Report
ESM Audit
Doors Report
Means of Egress
Passives/Penetration Report
Asset Register |
Forms (Australia & New Zealand) | Take 5
COVID-19 Form
Form 71 (QLD)
Form 72 (QLD) |
Forms (UK) | For a list of the UK forms, please reach out to the support team via the chat feature on your server. |
Selecting from the template library
To select any of the ready made templates listed in the table above fead to Control Panel > Uptick Template Library > Select Template > Use this Template. This will activate it on your server.
How to Request New Forms for Your Server
If you need to request new forms for your server, please contact the support team directly via the chat feature available on your server.
Edit or create a document template
Uptick does offer a template creation service which you can learn more about in our article on making a template customisation request.
Step 1: From the navigation menu, click on the Control Panel > Document Templates.
Step 2: From the templates editor page, you will be able to find the appropriate document to Edit HTML. You can create a whole new document by selecting the Create Blank button to the right of the screen.
Step 3: Customise your template as required via the template editor. Please note that templates are written in HTML. Use a preview of a recent report to see the changes on the right hand side as you write the code.
Step 4: Once edits are completed, select Save Template.
Email templates
Uptick provides default e-mail templates for you. If you would like to change these, just click Customise next the email template in Control Panel > Email templates.
Uptick offers a paid service for creating custom email templates or editing existing ones. Please raise a support ticket and attach a mock-up template with clear and comprehensive markups to initiate a request and start the quoting process.
Set a specific email address to receive replies
The "From" address of emails coming from Uptick cannot be changed, however you can direct replies to a different email address allowing your customers to respond directly to you from any emails they receive from the template configured with the email address of your choosing. To set a different reply address:
Go to Control Panel > Email templates.
Click Customise next the email template you wish to set a different reply address for.
Fill out the Reply-to string field with the appropriate email address.
Click Save Template.
To edit an email template
Step 1: From the navigation menu, click on the Control Panel tab then select Email Templates.
Step 2: Select the type of template you wish to send and click Edit/Customise. You will be directed to the editing page for the particular e-mail format you selected. This is where you can customise the text in the template.
Step 3: Click Save Template to keep your edits so you do not have to re-enter them the next time.
Creating a new E-mail Template
If you would like to write the email code yourself, please see the below steps.
Step 1: From the navigation menu, click on the Control Panel tab then select Email Templates.
Step 2: Click Create on the emails page.
Step 3: Fill in the fields and write the email code in the console window provided, and select Save when done.