Overview of Onboarding Structure

	Topic	Duration
Review Session #1	Server Configuration + Basic Data Entry	60 minutes
Review Session #2	Uptick Data Importer	60 minutes
Review Session #3	Accounting + Billing + Products	60 minutes
Review Session #4	Overview of Core Workflows + Service Quoting	60 minutes
Review Session #5	Task Generation, Callouts + Scheduling	60 minutes
Review Session #6	App/Technician Training	90 minutes
Review Session #7	Post Task Completion Processes	60 minutes
Review Session #8	Additional Modules	60 minutes
Review Session #9	Annual Certifications / Q&A Time	60 minutes
2 x Q&A Sessions		2x30 minutes

Review Session Agenda

Academy Courses	Agenda/topics covered
Getting to Know Uptick Clients Properties Basic Asset Management Routines: 'Routines' and 'Adding routines' sections User Account Creation	General server navigation Review of Control Panel (Business Details, Document Templates, Invoice settings etc) Security Groups Invite/setup users + individual labour rates Manual entry of Clients, Properties, Assets, Routines Geocoding properties by validating addresses Overview of Timelines

Agenda/topics covered

Academy Courses	Agenda/topics covered
Billing Cards and Billing Contracts Products, Labour rates and Pricing Invoicing	Accounting Integration overview Billing Cards Billing Contracts Product Catalogue + Labour Rates Fixed Invoicing (if applicable)

Academy Courses	Agenda/topics covered
Service Quoting	Review of Uptick core workflow diagram Service Quotes (for both once off jobs and maintenance contracts/proposals) Introduction to Filters and Favourites

Academy Courses	Agenda/topics covered
Allocation Tools Routines: ‘Generating tasks’ section Actions Appointment Scheduler	Service Groups Accreditations Routine Estimated Duration/Recurring appointments Actions/Dynamic Forms Routine Task Generation Appointment Scheduler How to create Callout tasks Default Technician Allocation

Academy Courses

Agenda/topics covered

App Basics learning paths:

App Advanced learning paths:

Getting started IOS/Android

App login + Overview
How to view task(s) and appointment(s)
Viewing/updating property details
Completing an I&T task on the app (pass/fail assets, adding remarks and products against remarks, photos)
Creating a PO
Completing a callout task on the app
Introduction to bSecure

Academy Courses	Agenda/topics covered
Task Review, Defect Quoting - Dispatch Creating Repair and Call out tasks	Overview of appropriate favourites Review task and work tab Review Process area of task tab Report Preview + generation Invoice Generation (for Do & Charge - if applicable) How to create a defect quote + snippets Dispatch function Completing and archiving tasks Creating a Repair task

Academy Courses	Agenda/topics covered
Asset-based and Non-contracted servicing Task Purchase Orders File and Folder Management Creating and managing Remarks	Task Purchase Orders Knowledge Base Documents/files/folders Customer Portal Add/edit remark types Non-contracted Servicing

Agenda/topics covered

Agenda/topics covered

The 2 x 30 minutes sessions are intended to be general discussions / a space for any questions