Uptick

Uliana Tokerava

Teresa Bui

How to perform services and tasks. How to use the Uptick Workforce app on mobile devices

Perform Work -  Mobile App & Tasks

Add a product to a task

Best Practice Guide: Managing Internal Notes

Web Best Practice - Task Management

Set aside and collect stock for planned tasks

Reserve and pickup stock for tasks

Manage products or inventory of materials in facility and van warehouses

Transfer and reserve stock for warehouses

How to track stock consumption and transactions

Web Best Practice - Stock & Inventory

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

Create a purchase order from a task

Build a warehouse purchase order for a facility warehouse

Purchase stock for a facility

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

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

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

Guide to tracking purchase order progress through statuses

Understanding purchase order status

Web Best Practice - Purchase orders

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

App: Use the toolbox

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

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 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 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

Mobile Best Practice - Getting Started

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

App: Use the key and equipment register

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

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 Complete a Major Service in the Uptick App

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

App: Manage timesheets

Mobile Best Practice - Task Execution

App: Find an asset on the property

App: Add an asset

Report/confirm/close a defect on iOS and Android

App: Create, verify or resolve a remark for 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 upload and edit a Floorplan, including creating, placing, and servicing assets directly from the Floorplan view on IOS and Android.

App: Use Floorplans

Mobile Best Practice - Assets & Remarks

Apply a charge to a task on iOS and Android. How to use products, materials and labour on the app.

App: Add and use a product

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

Maddison Taubert

Mobile Best Practice - Products & Stock

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

Mobile Best Practice - Purchase Orders

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

App: Add a logbook entry

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

Elyce Smith

Mobile Best Practice - Notes, Documents, Logbooks, Barcodes

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

FAQs - Barcodes, QR codes, and bSecure

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

FAQs - Purchase Orders

FAQs - Perform Work

Uptick Academy

Find answers and get help from Intercom Support and Community Experts

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