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Onboarding Training Structure (UK 2023)

Onboarding Training Structure (UK 2023)

Written by Teresa Bui

Updated this week

What to expect from training

Begin your journey in the Uptick Academy and become certified
Bring your laptop or sit at a computer you can use in the interactive sections of training
Before starting sessions, watch End to end process walkthrough of Uptick here . Duration: 12 mins
All recordings of sessions if run virtually will be uploaded to your knowledge base afterwards

Overview

Sessions & Time	Topic	License/User	Academy
Session 1 60 minutes	Server Settings Review \| Basic platform navigation, properties, routines and scheduling tasks	Desk	Academy - Getting to Know Uptick Academy - Clients Academy - Properties Academy - Asset Management Academy - Routines *(100 minutes)*
Session 2 60 minutes	Accounting Integration \| Billing Cards \| Billing Contracts \| Product Catalogue	Desk	Academy - Billing cards and billing contracts Academy - Products & Pricing *(40 minutes)*
Session 3 60 minutes	Scheduling \| Task Management \| Actions	Desk	Academy - Routines (specifically ‘Generate tasks from routines) Academy - Allocation Tools Academy - Appointment Scheduler *(60 minutes)*
Session 4 60 minutes	Task Completion Processes \| Defect Quoting \| Invoicing	Desk	Academy - Task Review, defect Quoting - Dispatch Academy - Invoicing *(40 minutes)*
Session 5 60 minutes	Repair tasks \| Call out tasks \| Service Quoting	Desk	Academy - Creating Repair and Call out tasks *(20 minutes)*
Session 6 60 minutes	Additional Modules \| Non-contracted Servicing \| Warehouses & Stock \| Customer Portal	Desk
Session 7 60 minutes	Engineer App Training	Desk & Field	App basic - Getting started - iOS App basic - Finding and filtering tasks - iOS App basic - Viewing, performing and finalising tasks - iOS Accessing help and support from the app *(80 minutes)*

Session 1 - Server Settings Review | Basic platform navigation, properties, routines and scheduling tasks

60 mins

Agenda	Flows & Quick Links	Academy
Control panel Business details Template & Site Logo Business Hours Invoice payment instructions Defect Quote T&C instructions ************* Invite users (staff only) Labour Rates Security groups Review of clients, properties, assets & routines Geocoding properties Overview of Timelines ************* How to use data importer	Process flow diagram Learning Essentials: Web	Getting to Know Uptick (20 minutes) Clients (20 minutes) Properties (20 minutes) Asset Management (20 minutes) Routines (20 minutes)

By the end of this session you should understand:

How to navigate Uptick and find different types of information
How to navigate your Uptick control panel and complete various sections
Use the timeline to track events

Session 2 - Accounting Integration | Billing Cards | Billing Contracts | Product Catalogue

60 mins

Agenda	Flows & Quick Links	Academy
Set up Accounting Integration Overview of Billing Cards Overview of Billing Contracts Overview of Product Catalogue & Price Tiers	Supported Accounting Integrations Price Books	Billing cards and billing contracts (20 minutes) Products & Pricing (20 minutes)

By the end of this session you should understand:

How to setup an accounting integration
Creating billing cards and linking them to clients/properties
How invoices interact with billing cards
Creating Fixed/Do & Charge billing contracts

Session 3 - Scheduling | Task Management | Actions

60 mins

Agenda	Flows & Quick Links	Academy
Generate a task from a routine Assign a technician Overview of service groups Create appointments on the scheduler Overview of task statuses ************* How to add an accreditation How to use filters and set up favourites ************* Demonstrate how to create an Action and how they are added to tasks. How to add a Dynamic Form		Generate tasks from Routines (20 minutes) Appointment Scheduler (20 minutes) Academy - Allocation Tools (20 minutes)
Agenda	Flows & Quick Links	Academy

By the end of this session you should understand:

Generating a task from a routine
Assign technicians to a task
How to schedule a task and create an appointment
Understand task statuses
How to add an accreditation
How to use filters and set up favourites
Creating Actions and understanding how they are added to tasks

Session 4 - Task Completion Processes | Defect Quoting | Invoicing

60 mins

Agenda	Flows & Quick Links	Academy
Review a task & the work tab Review the Process section on a task Preview a Service Report Generate a Defect Quote Use the snippet function How to generate an invoice How to dispatch How to complete and archive a task		Task Review, defect Quoting - Dispatch (20 minutes) Invoicing (20 minutes)

By the end of this session you should understand:

How to generate a defect quote
How to dispatch a service report and defect quote from a task
How to use snippets
How to generate an invoice
How to dispatch to a customer

Session 5 - Repair tasks | Call out tasks | Service Quoting

60 mins

Agenda	Flows & Quick Links	Academy
How to create a repair task from an approved quote How to create an ad-hoc call out task How to create a callout for a specific asset *************** How to generate a service quote for one-off jobs How to generate a service quote for maintenance contracts		Creating Repair and Call out tasks (20 minutes)
Agenda	Flows & Quick Links	Academy

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 - Additional Modules | Non-contracted Servicing | Warehouses & Stock | Customer Portal

60 mins

Agenda	Flows & Quick Links	Academy
Warehouses & Stock Knowledge Base overview How to manage documents, files & folders. Customer Portal overview ************* Non-contracted Servicing overview ************* Purchase Orders	Authorisation Limits for Purchase Orders
Agenda	Flows & Quick Links	Academy

By the end of this session you should understand:

How to manage warehouses and stock in Uptick
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

Session 7 - Engineer App Training

60 mins

Agenda	Flows & Quick Links	Academy
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 Walkthrough bSecure 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)	App basic - Getting started - iOS (20 minutes) App basic - Finding and filtering tasks - iOS (20 minutes) App basic - Viewing, performing and finalising tasks - iOS (20 minutes) Accessing help and support from the app (20 minutes)

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

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