Uptick

Add a product to a task

Uliana Tokerava

Teresa Bui

Elyce Smith

How to create work for your team and schedule it

Create Work

How to generate routine tasks from properties once a month

Create I&T task

How to create a task or partial tasks from approved defects/repairs/remarks quote

Create a repair task

How to set up a service request/ad-hoc task for a property

Create a callout task

Allocate Primary or Supporting technicians, Office assignee or Contractor to a task and multiple tasks in bulk/via Geo-allocator

Assign a user or a contractor to tasks

How to create logbook types, view the logbooks on the task and on the property and manage logbook entries

Set up logbooks

How to provide authorisation limits for field users and contractors on tasks

Set authorisation limits on a task

Record or change Internal, Invoice, Technician and Contract Notes on the task

Add a note to a task

Consolidation of tasks for sending reports, defect quotes or invoices in a single email from multiple tasks

Consolidate tasks

Guide to tracking job/work progress with task statuses, categories, and part statuses for efficient workflow and inventory management

Understanding task status, task category and parts status

How to archive and unarchive individual tasks and in bulk

Archive and unarchive tasks

Frequently asked questions about creating tasks, managing them after creation, and understanding newly generated tasks

FAQs - Creating Tasks

Frequently asked questions on types of notes, their usage and visibility

FAQs - Notes

Frequently asked questions about understanding, completing, closing and dispatching performed tasks

FAQs - Closing Tasks

How to create and delete action groups and associated actions (checkbox, form, report, url) on a task

Add and remove actions on a task

Everything to do with mananging and performing tasks

Tasks

Viewing a Task

Searching for Tasks

How to understand the work tab of the task, add, edit and perform service tasks: charge, repair or routine servicing

Manage the work tab of the task

How to edit tasks or bulk tasks at once

Selecting tasks in the Geo-allocator

Assigning tasks to rounds via the Geo-Allocator

Filter by Service Groups in Geo-allocator

Parent/Child Tasks and Properties

Ensure you meet your customer or accrediting body requirements by setting up service level agreements (SLAs) on your workspace.

Setup Service Level Agreement (SLA) Targets on Tasks

Understanding the task profitability window

Everything about Rounds

How to ensure your Rounds have technicians assigned to them.

Assigning a Technician to a round

Viewing a Particular Round

Maddison Taubert

Task management

How to create appointment for a task and notify the client

Schedule tasks and send notifications

Learn to filter tasks, manage schedules, use views, handle time zones, and optimize routes for efficient scheduling

How to navigate and use the Scheduler efficiently

Frequently asked questions about appointments and scheduler

FAQs - Scheduling

Scheduling

Products, Purchase orders & stock

Build a PO for materials, equipment or subcontracted work from a task.

Create a purchase order from a task

Submit for review or approve a PO for materials, equipment or subcontracted work; and to submit it to a supplier

Get a purchase order approved and submitted to a supplier

Record a bill against a PO for materials, equipment or subcontracted work and sync it to the Accounting Partner

How to add a bill to a purchase order

Record goods received on a PO for materials, equipment or subcontracted work

How to receive goods and add delivery dockets to a purchase order

Frequently asked questions about purchase orders (POs), workflows and functionalities

FAQs - Purchase Orders

Guide to tracking purchase order progress through statuses

Understanding purchase order status

Purchase orders

How to create, edit and update a facility or a van warehouse

Setup a warehouse

Mark materials as Stocked and set minimum restock levels to manage inventory in warehouses

Set up products for stock management

Submit and approve stock adjustments for material products

Complete a stocktake and make stock adjustments

Manage inventory of materials within facility and van warehouses

Transfer and reserve stock for warehouses

Set aside and collect stock for planned tasks

Reserve and pickup stock for tasks

Build a warehouse purchase order for a facility warehouse

Purchase stock for a facility

How to track stock consumption and transactions

Frequently asked questions about warehouses and stock

FAQs - Stock Management

Warehouses and stock

Set up and manage a part/inventory item and define pricing

Create and manage products and pricing

What is the difference between description and unit description on a product?

Products

Uptick Academy

Find answers and get help from Intercom Support and Community Experts

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