Uptick

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

Manage timesheets for your field team

How to set up and troubleshoot automatic and manual overdue invoice reminders

Set up overdue invoice reminders

Understanding the task profitability window

Teresa Bui

Stacey Bray

How to close out your tasks and generate reports, defect quotes and invoices

Close Work - Reports, Invoices & Task Completion

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

Overview - Close Work

How to dispatch reports from a task, create reports on a property, and manage previously saved reports.

Create a report

Learn what makes certain report types to appear as expected or available

Understanding Expected and Available Reports

What is a Yearly Condition Report?

Web Best Practice - Reports

Learn about the settings, ESM configuration, and property details that populate the Queensland occupier statement

Occupier Statement Process

The AFSS process

AESMR Process

Learn how to set up and generate annual certifications for New Zealand standards (BWOF and 12A).

The 12A and BWOF Process

Information on how to handle annual certifications

Web Best Practice - Annual certifications

Understanding invoice status

How to create and dispatch invoices from a task, including grouping options, review settings, and dispatching to selected recipients

Draft and send an invoice from a task

How to create and handle invoice credits for authorised or paid invoices and sync with accounting integrations

Raise and manage credit note for invoice

How to create a deposit, progress claim or retention claim for a project

Maddison Taubert

Web Best Practice - Invoicing

How to send emails to a client

Everything about Emails and Correspondence

Web Best Practice - Emails & Correspondence

Web Best Practice - Dispatching, Emails & Correspondence

Why Are My Reports Missing or Not Visible?

Troubleshooting - Reports

How can I manually add, edit and ensure the visibility of task photos in reports on Uptick?

Elyce Smith

Troubleshooting - Close Work

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

FAQs - Closing Tasks

Frequently asked questions on invoices and how to manage them

FAQs - Invoicing

Frequenty asked questions about emails, notifications and dispatches

FAQs - Emails & Correspondence

Who gets emailed invoices, reports and quotes?

FAQs - Annual Certifications

A guide to resolving common invoice issues in Uptick, including dispatch failures, timeout errors, incorrect tax, and sync problems with your accounting partner.

Troubleshooting Invoices

This guide covers the most common troubleshooting scenarios for labour, timesheets, and the relevant profitability.

Troubleshooting Labour

FAQ - What are owner responsible remarks?

FAQ - What's the logic behind the Timesheet and Schedule tab opening?

FAQ - How do I set up after-hour times for clients, branches and my business as a whole?

FAQ - How do the alerts on my task page?

Uliana Tokerava

FAQs - Close Work

Uptick Academy

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