Onboarding Training Structure (2022)

What to expect from training

Bring your laptop or sit at a computer you can use in the interactive sections of training
Get interactive - we’ve left time for questions and walkthroughs
Before starting sessions, watch End to end process walkthrough of Uptick here . Duration: 12 mins
Get an overview of the dashboard from your onboarding lead
All recordings of sessions if run virtually will be uploaded to your knowledge base afterwards

Overview

Sessions	Time	Topic	License Type/User
Session 1	60 mins	Basic platform navigation, properties and routines	Desk
Session 2	60 mins	Scheduling and task management	Desk
Q&A	45 mins	Designed to allow you to ask questions as we go through major processes	Desk
Session 3	60 mins	Defect Quote approval, callout/repair tasks	Desk
Session 4	60 mins	Billing and invoicing	Desk
Q&A	45 mins	Designed to allow you to ask questions as we go through major processes	Desk
Session 5	60 mins	Setting Favourites and Workshop Q&A time	Desk
Session 6	60 mins	Actions, File/Folder management, Customer Portal and Non-contracted servicing	Desk
Q&A	45 mins	Designed to allow you to ask questions as we go through major processes	Desk
Session 7	60 mins	Annual Certification (AU/NZ only)	Desk and Field
Session 8	90 mins	App training	Field

Session 1 - Basic platform navigation, properties and routines

60 mins

Agenda	Uptick led	Flows
5 mins	Overview of the end to end process flow diagram including dispatching. Learning Essentials: Web	Process flow diagram
55 mins	Overview of Properties and Routines, covering: Property geocode Property details Mention the timeline Go through the tabs explaining what information/settings can be found for each tab. Overview of adding assets to a property Overview of Routines - estimated duration against routines Recurring appointment against routines Demonstrate how to generate tasks	Routine task generation

By the end of this session you should understand:

How to navigate Uptick and find different types of information and management options pertaining to properties
Use the timeline to track events
How to configure routines on a property
How to generate tasks from a routine

Session 2 - Scheduling and task management

60 mins

Agenda	Uptick led	Flows
10 mins	Overview of Accreditations	N/A
10 mins	Service groups and scheduling Describe Service Groups, how to set them against routines as well technicians/contractors and explain why tasks split up Demonstrate creating an appointment Geo-allocator Demonstration of sending notification	Service group mapping diagram Scheduling
40 mins	Go to the previously scheduled task and perform it, fail some of the assets and provide remarks and set the status of the task to Performed Go back to the Tasks dashboard and filter by Performed status Ensure fraction is complete on work tab (Activities Completed: Yes filter displays all full fraction tasks) Preview report Check for remarks open without a defect quote reference	Task Review

By the end of this session you should understand:

How to set service groups on a routine or individual level
How to set service groups against technicians/contractors
How to review a task, check all works are complete and preview reports

Q&A / Tutorial Time

45 mins

Customer led questions, concerns and tutorial time (to get into the system and have another go!)

Session 3 - Defect Quote approval, callout/repair tasks

Note: You do not have to save the report before you dispatch, the dispatch will do it for you and send exactly what you saw on the preview screen. The dispatch will also complete and archive this task for you.

60 mins

Agenda	Uptick led	Flows
30 mins	Defect quoting and repair task Start defect quote Add all items to quote Demonstration changing markup percentage Finalise quote Jump back to original task Preview report Quote reference should now be against each remark (therefore highlighting it's been quoted) Dispatch to client both the service report and defect quote Change email recipient or content of email Approve defect quote via online link created in session 4 Create a repair task from this quote Allocate to technician/sub-contractor Enter due date Write a note on the timeline Note: The approval link is also available in the customer portal. You will receive an email when the quote is approved and can setup favourites to monitor this also.	Defect Quotes
15 mins	Callouts Go to the product catalog, configure a product with an attendance fee. Go to the property, create a call out either via task tab or an asset. Select an attendance fee Enter a due date Assign to technician/subcontractor Assign to round Save	Callouts (Desk)
15 mins	Performing Callout/Repair tasks Ensure labour rates are setup for each user	N/A

By the end of this session you should understand:

Generating Defect Quotes
Submitting Defect Quotes to the client and understanding the approval process
Generating repair tasks from an approved Defect Quote
Creating attendance fee products
Creating Callouts and setting an attendance fee
Assigning technicians and contractors to a task

Session 4 - Billing and invoicing

60 mins

Notes: The system stores the client and property details until the service quote is approved, so you do not need to do data entry twice, or have clients which are not active in your server.

Agenda	Uptick led	Flows
60 mins	Show invoice settings in Control Panel > Invoicing and demonstrate the following: - Payment instructions - Sequence number - Sequence format Demonstrate service quoting Flow service quote into a property, demonstrating configuring the items that need it: Accounting partner sync, linked invoices Billing card (Generate from Uptick then push/link to partner) Billing contracts - demonstrating the differences between fixed and do and charge Demonstrate generating fixed billing invoices - setup a favourite Demonstrate do and charge (or per asset/visit) billing contracts	Service Quoting Fixed Billing Do and Charge Billing

By the end of this session you should understand:

Generating service quotes
Creating billing cards and linking them to clients/properties
How invoices interact with billing cards
Creating Fixed/Do & Charge billing contracts

Q&A / Tutorial Time

45 mins

Customer led questions, concerns and tutorial time (to get into the system and have another go!)

Session 5 - Setting Favourites and Workshop Q&A time

60 mins

Agenda	Uptick led	Flows
15 mins	Setting up favourites to track what you regularly need to oversee.	N/A
45 mins	Workshop session and Q&A	Self paced learning using AA plan

By the end of this session you should understand:

Saving your filtering options as favourites
Adding favourite tiles on the home Dashboard based on your pre-saved favourites
Deeper insights

Session 6 - Actions, File/Folder management, Customer Portal and Non-contracted servicing

60 mins

Agenda	Uptick led	Flows
15 mins	Demonstrate how to create an Action and how they are added to tasks. Demonstrate any of the Documents tabs and how to manage files and folders. Provide an overview of the Customer Portal. Keys and equipment	N/A
45 mins	Non contracted servicing module run through Configure products to variants Explanation of base date fields Create a defect quote or task	Non-contracted servicing

By the end of this session you should understand:

Creating Actions and understanding how they are added to tasks
How to upload and manage files and folders on a property and any other areas where files and folders can be uploaded
How clients can access information about their property from the Customer Portal
Differences between base dates, installation dates and service dates
How to configure products for Non-contracted Servicing
How to generate quotes and subsequent tasks for using the Non-contracted Servicing Dashboard

Q&A / Tutorial Time

45 mins

Customer led questions, concerns and tutorial time (to get into the system and have another go!)

Session 7 - Annual Certification (AU/NZ only)

60 mins

Agenda	Uptick led	Flows
60 mins	How to use the certifications (AESMR, ASMR, AFSS, Supplementary AFSS, Occupiers Statement, Form 3, Form 56) Add in ESMs Fill in standard of performance Highlight ESM presets	QLD Occupier Statement VIC AESMR Process NSW AFSS Process

By the end of this session you should understand:

How to configure an asset as an ESM
How to create an ESM preset
How annual certification reports are populated

Session 8 - App Training

60 mins

Agenda	Uptick led	Flows
90 mins	Getting started with the iOS app Getting started with the Android app Quick 5 minute app overview Use the filters and find a task iOS / Android Open a task which was made in the last session Check the timeline and scope of works of the task. Start Travelling to the task Start Performing the task Complete the Take 5 Start servicing and adding in assets Add in multiple different remarks and take a photo against remarks Add a product against a remark Add a logbook Collect signature Write a note on the timeline Mark as performed	Performing tasks in the app Create Callouts (field)

By the end of this session you should understand:

How to use the filters in the app to view the tasks that need to be performed
How to add new assets in the app
How to perform inspection tasks
How to perform repair/callout tasks
How to finalise the task by completing logbooks, collecting signatures and marking the task as Performed

June 2020 - Website Release

February 2019 - Website Release

Uptick Learning Essentials - Web

Onboarding Training Structure (UK 2024)

Uptick Academy Review Sessions (ANZ 2024)