Configuration & Setup
Configuration of your Uptick Workspace
By Teresa and 6 others7 authors104 articles
Navigate the Control Panel
Automated SMS notification for client
Create and manage a user
Permissions and Security Groups
License Manager
Desk vs Field Licenses: Choosing the Right License for Your Team
Understanding Timesheet Licenses: A Cost-Effective Solution for Time Tracking
How to create a supplier
Setting up Single Sign-On (SSO) in Uptick
Understanding the People Section in Uptick
Create clients and provide access to the Customer Portal
Create and manage client groups
Create and update a property
Set up contacts against properties
Best Practice for Managing Properties in Uptick
Validating Property Addresses
Managing Properties with Multiple Tenancies
Parent/Child Tasks and Properties
Managing Files and Folders in Uptick
How to set up default document folders in your documents section
FAQs - Clients and Client groups
Client, Property & Billing Contract's Module Dependencies
Property Schedules
Share Documents with Clients via the Customer Portal
Create or update standards, routine service types and levels
Add routine to a property
Manage routine services and levels in bulk
Set up Prompt Sets and Questions
Set Up Partial Servicing (20% Detector Testing, Red/Green/Blue Testing)
How to set up estimated duration and have it automatically apply
FAQs - Routines
FAQs - Routine Types
Set up Major Servicing
FAQ - Major Servicing
Why are prompts not showing?
Assign field users or contractors to routine maintenance
Non-Contracted Servicing Module Dependencies
How to import prompt questions
Set up report type
Managing and Editing Document Templates
Manage email templates
Manage Dynamic forms
Create forms using Forms V2
Forms V2 form Builder overview
How to Create Asset-Specific Reports
How to Mark Up a Dynamic Form for a Change Request
FAQs - Document and Email templates
FAQs - Forms V2
Understanding and Configuring the 2026 Service Report
Uptick Modules & Extensions: Grow Your Business
The Equipment/Key Register
Logbooks in Uptick: Classic and Digital
Set up logbooks
Contractor Signoffs Module
Rectifications
FAQs - Accreditations
How to manage Accreditations
Technician Location Tracking (Telemetry) – What You Need to Know
Field Limits in Uptick