NA Onboarding Training Structure

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 will be uploaded to your knowledge base afterwards

Overview

Sessions & Time	Topic	License/User	Academy
Session 1 60 minutes	Basic platform navigation \| Client \| Properties \| Routines \| Users	Desk	Getting to Know Uptick Clients Properties Asset Management Routines User Account Creation
Session 2 60 minutes	Accounting Integration \| Billing Cards \| Billing Contracts \| Product Catalogue	Desk	Billing cards and billing contracts Products & Pricing
Session 3 90 minutes	Scheduling tasks \| Task Management \| Task Completion Processes \| Purchase Order \| Defect Quoting \| Invoicing \| Repair tasks \| Call out tasks	Desk	Appointment Scheduler Allocation Tools Routines (specifically ‘Generate tasks from routines) Invoicing Task Review, defect Quoting - Dispatch Task Purchase Orders Creating Repair and Call out tasks
Session 4 60 minutes	Service Quoting \| Form Builder \| Actions \| Prompts (if required) \| Customer Portal \| Q&A	Desk	Service Quoting Actions
Session 5 90 minutes	Technician App Training	Desk & Field	App Basics learning paths: iOS or Android Getting started iOS or Android Finding and filtering tasks iOS or Android Viewing, performing and finalising tasks iOS or Android Accessing help and support iOS or Android App Advanced learning paths: iOS or Android Asset and task display preferences iOS or Android Places filter iOS or Android Defect quoting iOS or Android Purchase orders from the app iOS or Android

60 mins

Agenda	Flows & Quick Links	Academy
Basic Platform Navigation Review of Control Panel (Business Details, Document Templates, Invoice settings etc) ************* 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 Clients Properties Asset Management Routines User Account Creation Control Panel Creating and managing Remarks

By the end of this session you should understand:

60 mins

Agenda	Flows & Quick Links	Academy
Set up Accounting Integration ************* Overview of Product Catalogue Overview of Labor Rates Price Tiers ************* Creating Billing Cards Creating Billing Contracts Fixed Invoicing (if applicable)	Supported Accounting Integrations Everything about Products Product Catalogue + Labor Rates Price Books and Tiers Everything about Billing Cards Everything about Billing Contracts Fixed Billing	Products & Pricing Billing cards and billing contracts

By the end of this session you should understand:

90 mins

Agenda	Flows & Quick Links	Academy
Generate a task from a routine Assign a technician Create an appointment in the scheduler Send appointment notification Overview of task statuses Review a task & the work tab Review the Process section on a task Creating Task Purchase Orders 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 How to create a repair task from an approved quote How to create a call-out task	Appointment Scheduler Task Status Guide - what do they all mean? Task Purchase Orders Defect Quoting How to dispatch to the client Defect Quotes and repair tasks	Generate tasks from Routines Allocation Tools Appointment Scheduler Task Review, defect Quoting - Dispatch Task Purchase Orders Invoicing Creating Repair and Call out tasks

By the end of this session you should understand:

60 mins

Agenda	Flows & Quick Links	Academy
Generating a Service Quote for one-off jobs Generating a Service Quote for maintenance contracts Form Builder Actions from the Tasks & Control panel Prompts configuration Reviewing the Customer Portal	Service Quoting Form Builder Actions Prompts Customer Portal	Service Quoting Actions

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

Generate a service quote & apply line items
Progress a service quote from 'Draft' through to 'Completion' & create records to action the quote against
Begin building custom forms within Uptick
Configure Prompt Sets and individual questions
Creating Actions and understanding how they are added to tasks
Understand what your customers will have access to within the portal

90 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 Basics learning paths: iOS or Android Getting started iOS or Android Finding and filtering tasks iOS or Android Viewing, performing and finalising tasks iOS or Android Accessing help and support iOS or Android App Advanced learning paths: iOS or Android Asset and task display preferences iOS or Android Places filter iOS or Android Defect quoting iOS or Android Purchase orders from the app iOS or Android

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 finalize the task by completing logbooks, collecting signatures and marking the task as Performed