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Onboarding Training Structure (UK 2024)
Onboarding Training Structure (UK 2024)
Teresa Bui avatar
Written by Teresa Bui
Updated over a week ago

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

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Overview

Sessions & Time

Topic

License/User

Academy

Session 1
60 minutes

Basic platform navigation, properties, routines and scheduling tasks

Desk

User Account Creation

Control Panel
Creating and managing Remarks

(140 minutes)

Session 2
60 minutes

Accounting Integration | Billing Cards | Billing Contracts | Product Catalogue

Desk

60 minutes

Scheduling | Task Management | Actions

Desk

(80 minutes)

60 minutes

Task Completion Processes | Defect Quoting | Invoicing

Desk


Invoicing

(40 minutes)

Session 5
60 minutes

Repair tasks | Call out tasks | Service Quoting

Desk


(20 minutes)

60 minutes

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

Desk


File and Folder Management

(40 minutes)

60 minutes

Engineer App Training

Desk & Field

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

60 mins

Agenda

Flows & Quick Links

Academy

  • Basic Platform Navigation

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Control Panel

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

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***************

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

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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

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

***************

Agenda

Flows & Quick Links

Academy

By the end of this session you should be able to:

  • Create a repair task once a defect quote has been actioned

  • Create a callout task via a property and apply a call out fee

  • Generate a service quote & apply line items

  • Progress a service quote from 'Draft' through to 'Completion' & create records to action the quote against

  • How to use favourites to manage your service and defect quotes

Session 6 - Additional Modules | Non-contracted Servicing | Warehouses & Stock | Customer Portal

60 mins

Agenda

Flows & Quick Links

Academy

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

  • App Navigation Overview

  • Account Preferences & Settings

  • Dashboard breakdown

  • Tasks - Filtering and searching

  • Demonstrate Callout from App

  • Start Travelling to the task

  • Task Overview (timeline and scope of works)

  • Start Performing the task

  • Pre-Start Actions (Take 5)

  • Adding and servicing Assets

  • Floor Plans

  • Remarks and Photos on Defects

  • Barcode/UptickID (Bsecure)

  • Logbook Entry

  • Collect Signature

  • Mark as Performed

  • Preview Service Report

  • Repair Task

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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