Configuration & Setup
Configuration of your Uptick Workspace
By Stacey and 8 others9 authors114 articles
- Set up Company profile
- Set Up and Manage Branches
- Set up Service Group
- Set up cost centres
- Set Up and Manage Zones
- Manage Knowledge Base
- Best Practices for Financial Reporting Structures
- Configure Labour settings
- Configure Customers & Contractors settings
- Configure Work & Scheduling Settings
- Configure Quoting, Billing & Stock Settings
- Configure Security & Access Settings
- 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 and manage clients
- 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
- Manage 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
- FAQs - Prompt Sets
- 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
- Troubleshooting Templates
- Uptick Modules & Extensions: Grow Your Business
- Turn on experimental features in Labs
- The Equipment/Key Register
- Logbooks in Uptick: Classic and Digital
- Set up logbooks
- Contractor Signoffs Module
- Set Up and Use Rectifications
- FAQs - Accreditations
- How to manage Accreditations
- Technician Location Tracking (Telemetry) – What You Need to Know
- Field Limits in Uptick