June 2023 - Website Release

News and updates about Uptick's June 2023 release

Maddison Taubert avatar
Written by Maddison Taubert
Updated over a week ago

The Uptick release for June also brings with it the removal of the old appointment scheduler, and several changes and improvements to purchase orders and reports.

Changes and Improvements


  • Based on the feedback received over the last few months, we are retiring the legacy appointment scheduler.

Purchase orders

  • It's now easier to filter for purchase orders requiring action (approval, invoicing, scheduling) and understand costs yet to be incurred.

    • Subtotal filter

    • Submitted By filter (Submitted for approval)

    • Task Office Assignee filter

    • Has Docket Yes/No filter

    • Costs are yet to be incurred is downloadable

  • We've started tracking delivery docket creation in the purchase order timeline

  • Track KPIs using the Delivery Date Before/After filters and Last Delivery Date column

Other smaller improvements

  • It's now possible to invite multiple clients to the customer portal at once

  • You can now see who approved an employee allowance and when

  • Uptick is now better equipped for generating very large reports. If you've ever experienced a problem downloading a large report, this should now be made possible. As a result, all customers will experience a slightly different view when previewing reports before creating them

  • We've fixed custom task statuses not showing up in certain areas of the system

  • It's much easier to see all your prompt questions when editing a prompt set as columns are now pre-expanded and wider by default

  • Our importer lists are now alphabetical making easier to find the data you are trying to import.

  • A billing contract's annual value now takes superseding routines into consideration when levels are split over multiple billing contract line items

  • In the contractor portal, we've fixed the assignment email not being sent if the contractor assigns their own technicians in bulk.

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