Onboarding Training Structure (UK 2024)

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	Basic platform navigation, properties, routines and scheduling tasks	Desk	Getting to Know Uptick Clients Properties Asset Management Routines User Account Creation Control Panel Creating and managing Remarks *(140 minutes)*
Session 2 60 minutes	Accounting Integration \| Billing Cards \| Billing Contracts \| Product Catalogue	Desk	Billing cards and billing contracts Products & Pricing *(40 minutes)*
Session 3 60 minutes	Scheduling \| Task Management \| Actions	Desk	Routines (specifically ‘Generate tasks from routines) Allocation Tools Appointment Scheduler Actions *(80 minutes)*
Session 4 60 minutes	Task Completion Processes \| Defect Quoting \| Invoicing	Desk	Task Review, defect Quoting - Dispatch Invoicing *(40 minutes)*
Session 5 60 minutes	Repair tasks \| Call out tasks \| Service Quoting	Desk	Creating Repair and Call out tasks *(20 minutes)*
Session 6 60 minutes	Additional Modules \| Warehouses & Stock \| Customer Portal \| Prompt Sets	Desk	Asset-based and non-contracted servicing File and Folder Management *(40 minutes)*
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
Basic Platform Navigation ************* Invite users (staff only) Security groups *********** Creating clients Creating properties Geocoding properties ************* Managing assets Routines & service groups	Process flow diagram Learning Essentials: Web Creating and managing user accounts Security Groups Everything about Routines Everything to know about Service Groups	Getting to Know Uptick (20 minutes) Clients (20 minutes) Properties (20 minutes) Asset Management (20 minutes) Routines (20 minutes) User Account Creation (20 minutes) Control Panel Creating and managing Remarks (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
How to create Clients, Properties, Assets & Routine

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

60 mins

Agenda	Flows & Quick Links	Academy
Set up Accounting Integration ************* Creating Billing Cards Creating Billing Contracts ************* Overview of Product Catalogue Overview of Labour Rates Price Tiers	Supported Accounting Integrations Price Books Everything about Billing Cards Everything about Billing Contracts Everything about Products Price Books and Tiers	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 Create an appointment in the scheduler Send appointment notification ************* How to add an accreditation How to use filters and set up favourites ************* Actions from the Tasks & Control panel How to add aDynamic Form	Generating from Routines Appointment Scheduler Accreditations How to set up appropriate favourites Actions	Generate tasks from Routines (20 minutes) Appointment Scheduler (20 minutes) Allocation Tools (20 minutes) Actions (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
Overview of task statuses 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 Status Guide - what do they all mean? Defect Quoting How to dispatch to the client	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 a call-out task How to create a callout for a specific asset ************* Generating a Service Quote for one-off jobs Generating a Service Quote for maintenance contracts	Defect Quotes and repair tasks Service Quoting	Creating Repair and Call out tasks (20 minutes)
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

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

60 mins

Agenda	Flows & Quick Links	Academy
Warehouses & Stock Purchase Orders ************* Knowledge Base Overview How to manage documents, files & folders ************* Customer Portal Overview Prompt Sets	Warehouses and stock control Authorisation Limits for Purchase Orders	Asset-based and non-contracted servicing (20 minutes) File and Folder Management (20 minutes)
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

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) Adding a Product against a remark Logbook Entry Collect Signature Mark as Performed Preview Service Report Repair Task	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

June 2021 - Website Release

November 2020 - Website Release

Uptick Learning Essentials - Web

Uptick Academy Review Sessions (ANZ 2024)

January 2024 - Website Release