Uptick

Teresa Bui

Uliana Tokerava

Elyce Smith

Perform Work

How to add equipment for servicing and to service existing assets on a routine task by providing Pass/Fail/No Test result on iOS and Android

App: Service asset on I&T task

Report/confirm/close a defect on iOS and Android

App: Create, verify or resolve a remark for an asset

App: Find an asset on the property

App: Add an asset

How to add an image to the asset on iOS and Android

App: Add photo to asset

How to pass multiple equipments at once on iOS and Android

App: Pass assets in bulk

How to add, edit, and submit timesheets, including allowances and session details, using the Timesheets tab on iOS and Android

App: Manage timesheets

How to create a logbook and attach a photo of the physical logbook on iOS and Android

App: Add a logbook entry

How to perform the repairs by resolving defects/remarks and marking products as used on iOS and Android

App: Perform a repair task

How to view and collect reserved stock for tasks and van restocks on iOS and Android

App: View and collect reserved stock for tasks and to restock the van

Apply a charge to a task on iOS and Android

App: Add and use a product

How to record extra job details using technician notes on iOS and Android

App: Add Technician notes

How to collect a signature of the customer or onsite manager on iOS and Android

App: Collect a client signature

How to perform a job and review the client-facing service report on iOS and Android

App: Finalise the task and preview the service report

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

App: Create and perform a callout

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

App: View and manage appointments, leave and other events

How to view access details and required products for upcoming tasks using the Toolbox on iOS and Android

App: Use the toolbox

How to collect, return or track keys and equipment on iOS and Android

App: Use the key and equipment register

How to create a defect quote from a task using remarks with suggested products for quote on iOS and Android

App: Create a defect quote

How to complete a non-contracted service via the iOS app

How to attach Barcodes, QR Codes and bSecure to assets, properties and logbooks on iOS and Android

App: Attach Barcodes, QR Codes and bSecure stickers to asset, property and logbook

Frequently asked questions about navigation, troubleshooting, tasks and properties on iOS and Android

App: FAQs

Frequently asked questions about barcodes, QR codes and bSecure and how to order bSecure

FAQs - Barcodes, QR codes, and bSecure

Mobile app

Generate a PO for materials and equipment on iOS and Android

App: How to create a purchase order

Provide, download or share a PO with a supplier on iOS and Android

App: How to submit a purchase order to a supplier

Record goods received on a PO on iOS and Android

App: How to receive goods on a purchase order

App: Purchase Orders

How to log in and out of the Workforce by Uptick app on iOS and Android

App: Sign in and out

How to view completed work, access Toolbox, overdue tasks, appointments, keys and equipment, and starred tasks on iOS and Android.

App: Navigate the dashboard

How to use the Tasks page, switch between List and Map views, and apply search, filters, and sorting on iOS and Android

App: Navigate the Tasks tab

How to interpret the task's tile for key details, star and make the task offline on iOS and Android

App: Overview of the task's tile

How to understand the Task Tab on iOS and Android

App: Understand a task

How to filter and sort tasks, assets and products on iOS and Androidn

App: Use Filters and Sorting

How to access timeline, reports, forms, site and access details, including extra fields on a property on iOS and Android

App: View a property

How to open the Knowledge Base, view the Uptick Help Centre, and contact Support on iOS and Android

App: Access help and support

Add routines to a task when on-site for asset capture

Performing asset capture and ad-hoc servicing on the app

How to complete a major service in the Android app

Update signature, account details, depot location, timezone and customise display preferences for task and asset tiles on iOS and Android

App: Set up account and display preferences

General navigation and introduction to features on the app

General app features

How to manage, approve, restore, and export timesheets and allowances

Manage timesheets for your field team

Labour rates and Timesheets

Set up and manage a labour and subcontracted rates, including attendance/callout fees

Create labour and subcontracted rates

Frequently asked about labour and subcontracted rates, including attendance/callout fees

FAQs - Labour Rates

Learn about attendance fee products, business hours and callouts.

Everything about Callouts

Labour

Uptick Academy

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