Configuration & Setup
Configuration of your Uptick Workspace
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
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
Set up report type
Managing and Editing Document Templates
Manage 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