Uptick

Teresa Bui

Maddison Taubert

How to create work for your team and schedule it

Create Work - Tasks

End to end office process - From creating a property to sending out an invoice

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

Overview - Create Work

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

Our SLA Report helps you measure your task performance against their service level agreements (SLAs).

Understanding the SLA Report

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

Set authorisation limits on a task

Configuration - Create Work

How to generate routine tasks from properties once a month

Create I&T task

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

Create a callout task

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

Create a repair task

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

Add and remove actions on a task

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

Add a note to a task

Best Practice for Managing Tasks

Learn about attendance fee products, business hours and callouts.

Everything about Callouts

Uliana Tokerava

Everything to do with mananging and performing tasks

Web Best Practice - Tasks

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

How to create appointment for a task and notify the client

Schedule tasks and send notifications

How to add leave, toolbox meetings, break, RDO for field users in the scheduler

Scheduling leave and other events

Forecast appointments for routine servicing

Using the Geo Allocator to Assign Tasks to Rounds or Users

How to ensure your Rounds have technicians assigned to them.

Assigning a Technician to a round

Viewing a Particular Round

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

Elyce Smith

Web Best Practice - Scheduling & Task Assignment

How to manage unscheduled routines and re-attendance

How to archive and unarchive individual tasks and in bulk

Archive and unarchive tasks

Web Best Practice - Bulk Management

Learn how to setup and maximise the Uptick Projects Module to manage your installations.

A beginner's guide to managing Projects

Modules in Uptick that depend on Projects

Project's Module Dependencies

Web Best Practice - Projects

How to check and edit appointments for tasks and non-task events on iOS and Android

Mobile App: View and manage appointments, leave and other events

How to create and perform a callout task: complete fields, add remarks to the assets and use products on iOS and Android

Mobile App: Create and perform a callout

Mobile Best Practice - Create Work

How do I handle flow tests in Uptick?

Troubleshooting - Create Tasks

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

Consolidate tasks

Everything about Tags

Using Rounds for Task Management

Advanced Practices - Create Work

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 appointments and scheduler

FAQs - Scheduling

FAQs - Create Work

Uptick Academy

Find answers and get help from Intercom Support and Community Experts

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