Setup
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How to set up Company profile
1. Navigate to Control Panel > Company Profile, then complete the following fields:
1. Navigate to Control Panel > Company Profile, then complete the following fields:
Site logo: Your company's logo will be displayed throughout the Uptick web and field apps to your staff.
Template logo: Your template logo may be displayed in the header of your templates.
Organisation: The Business Name of your organisation as it should appear in templates, branding and emails, e.g. TickFire Pty Ltd.
ABN, VAT Number, Sales Tax Number, NZBN or Business Number: shown on invoices you issue to your customers.
Contact phone, Contact email, Contact website and Contact address: used in correspondence headers / footers.
Timezone: Default site timezone.
Country: Select your primary operating country to set your tax settings, and default map locations.
Company Licenses: Enter one name and number per line for your company licenses, used in your templates for reporting purposes.
Primary Industry: Select the primary industry of your business.
System notifications email: The email address for receiving system notifications from Uptick.
2. Click Save at the bottom of the page.
2. Click Save at the bottom of the page.
Recommended steps
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