Begin your journey in the Uptick Academy and become certified

Sessions & Time

Topics & Links

Academy Videos

Configuration Call
​60 minutes

Company Profile & Control Panel Settings | Accounting Integrations | Users | Prompt Sets

User Account Creation

Session 1
​60 minutes

Basic platform navigation | Clients | Billing Cards | Properties | Routines

Getting to Know Uptick
​

Clients
​

Properties
​

Asset Management
​

Routines ​

Session 2
​60 minutes

Products & Pricing | Billing Contracts

Products & Pricing
​
​Billing Contracts

Session 3

90 minutes

Scheduling tasks | Task Statuses | Purchase Orders | Defect Quotes | Invoicing | Call out tasks

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

Sales Quoting

Sales Quoting

Session 5

90 minutes

Technician App Training

App Basics learning paths:

iOS or Android

App Advanced learning paths:

iOS or Android

Workflow Sessons

Your Implementation Manager may set up additional sessions to review the topics learned and apply them with real-time upcoming work

N/A

Accreditations

​​Manage accreditation expiration dates and receive warnings when unaccredited personnel are assigned to tasks.
i.e. License #

N/A

Accreditations
​

Actions + Forms

​​Set up pre-task and post-task checklists and electronic forms to streamline workflows, reduce paperwork, and centralize documents.

Actions

Actions
​
​Forms V2 form templates tool

Customer Portal

​​Invite Clients to the customer portal where they can view Quotes, Invoices, Reports, Defects & more.

N/A

Customer Portal

Contractors / Contractor Portal

​​Assign contractors to tasks, allowing them to add remarks, upload documents, and service assets, with updates tracked in real-time to reduce processing time.

Contractor Portal

​Contractors

Contractors in Uptick
​
​Contractor portal (guide for contractors)
​
​Contractors (guide for office staff)

Prompts

​​Service with accuracy by providing your techs with legislative prompt questions, designed specifically for the industry.

N/A

Legislative prompt questions

Purchase Orders / Suppliers

​​Handle materials, equipment hires, and contractor POs, ensuring accurate costs incurred on a task

Task Purchase Orders

Task Purchase Orders
​
​Suppliers in Uptick

Timesheets

​​Technicians submit and adjust work hours through timesheets, which auto-populate with task sessions, allowing for tracking of billable hours, leave, and other activities.

N/A

Using timesheets in Uptick
​
​Using timesheets from the Uptick app

Branches

​​Group and organize parts of your business, by separate offices and/or business types.

N/A

Branches
​
​Best practices for using Branches

Cost Centers

​​Set specific categories that will feed into profitability calculations, allowing you to have a more precise overview of your business running costs.

N/A

Everything about Cost Centers

Custom Fields

​​Add new fields to properties, assets, tasks, and other elements to enhance report details and collect more information.

N/A

Custom Fields

Document and Email Templates

​​A look into Uptick's default document templates and email templates.

N/A

Document and email templates

Documents, Files and Folders

​​Management of documents, files and folders and setup of default folder structure.

File and Folder Management

Documents/files/folders

Floorplans

​​Digitally placing assets on a site floorplan speeds up asset location and enhances customer visualization with a geospatial map.

N/A

Floorplans

Insights and Reporting

​​Inbuilt business reporting provides instant data on properties, assets, staff, clients, contractors, and tenancies at the click of a button.

N/A

Insights and Reporting

Keys and Equipment

​​Manage the loaning and returning of keys and equipment, track access, and audit usage for improved security and accountability.

N/A

The Equipment/Key Register

Knowledge Base

​​Store internal information to be accessed by all staff via app and web.

N/A

Knowledge Base

Margin Review

​​Review a task’s incurred costs and expected profit margins all in one place.

N/A

Margin Review

Pricing Tiers

​​Create and apply a customized price book for special clients, promotions, or regional customers, which will get passed down to the relevant job.

N/A

Price Books and Tiers

Profitability

​​Leverage your data to calculate profits effortlessly.

N/A

Profitability in Uptick

Projects

​​Manage multi-task projects, track costs against budget, and handle progress claim invoicing with ease.

N/A

Everything about Projects

Rectifications

​​Clients can submit rectification reports, including photos and receipts, through the Customer Portal, improving transparency and reducing lost information.

N/A

Rectifications

Rounds
​
​Use rounds for task oversight and management beyond standard filtering and favourites.

N/A

Everything about Rounds

Stock and Warehouses
​
​Manage stock with the ability to create warehouses, set restock levels, import stock data, transfer stock, and track usage.

N/A

Warehouses and stock control

Zones
​
​Create zones on a geospatial map to automatically zone your properties. Your technicians and contractors can be allocated to these zones, and these restrictions will flow through to the scheduler to ensure you’re allocating the right resources as quickly as possible.

N/A

Zones in Uptick