Uptick

Teresa Bui

Uliana Tokerava

Uptick Admin & Control Panel

How to create, assign, and sync billing cards used for invoicing

Create and assign a billing card

How to create and update cost centres to track income and expenses in your accounting partner with more precision

Set up cost centres

How to connect Xero, MYOB Business, Business Central, QuickBooks Online, and Sage 50 with Uptick and select Partner Syncs options

Accounting integrations in Uptick

Frequently asked questions about accounting integrations, including Xero, MYOB Business, Business Central, QuickBooks, and Sage 50

FAQs - Accounting Integrations

Frequently asked questions on billing cards

FAQs - Billing Cards

Accounting integrations, Cost Centres & Billing Cards

Navigate the Control Panel

Configure your workspace settings to suit your business

Control Panel

How to add and manage extra fields for additional data, including restricting visibility using License or Data Conditions

Set up extra field

Additional modules to help your business grow

How to set up the company profile, including logos, contact details and system notification email

Set up Company profile

Customise

How to set default name, reply-to email, edit email templates and embed images

Manage email templates

How to create report types, link them to document templates and manage context, inclusion/exclusion and failure criteria

Set up report type

How to add and edit document templates and template images for reports, quotes, invoices and purchase orders

Manage document templates

How to add a take 5 form, create or edit dynamic forms and embed images

Manage Dynamic forms

How to create, customise, and manage Joyfill forms

Create forms using JoyFill

How to use Joyfill Form/Forms (v2) Builder to style fields, add elements, set conditions and prefill fields

Joyfill form Builder overview

How to add reusable blocks of text to be used on tasks, defect quotes and service quotes

Manage text snippets

How to link a routine and expected report

How do I customise a report to be asset type specific?

This article shows users how to mark up a template or form to submit to the Uptick Professional Services Team

How to mark up a Dynamic Form for a change request

White Labelling Reports

Frequently asked questions about document and email templates

FAQs - Document and Email templates

Frequently asked questions on Joyfill Forms/Forms (v2) and its functionality

FAQs - Joyfill forms

Templates

How to configure Allowances, Business Hours, Individual rates, Rate Multipliers, Task session types and Timesheets in the Control Panel

Configure Labour settings

Labour

Build action group templates, add actions (checkbox, form, report, URL), and auto-apply them to tasks based on conditions

Create an action group template and set it to auto-apply to tasks

Branches

Learn about the different ways you can use Branches and get the most of the feature.

Best practices for using Branches

Rectifications

Zones in Uptick

General

How to create and manage asset types, asset specific remark types and variants

Create and manage asset types

How do I set up automatic labelling for my assets?

How to revert asset label patterns to default in bulk

Asset types

Classic Logbooks and Digital Logbooks

Digital Logbooks

Logbooks

How to add and manage standards, routine service type and routine service level types

Create or update standards, routine service types and levels

How to create and manage service groups to trade areas or skillsets

Set up Service Group

How to create/edit a legislative prompt set, add prompt questions and set servicing frequency

Set up prompt sets and questions

Explaining the conditions that prevent prompts and prompt sets from appearing

Why are prompts not showing?

How to setup estimated duration on routines and on products.

How to set up estimated duration and have it automatically apply

Setting up routines for partial servicing (20 percent detector or red/green/blue testing)

Frequently asked questions on routine service types and routine service level types

FAQs - Routine Types

Aleks Petrovic

Managing Routines, Routine Levels, Prompts, Standards and Service Groupsin Uptick

Routines, Standards, Prompts, Service Groups

How to add, edit and update global and asset-specific remark types to streamline recording of defects and recommendations during inspections

Create and manage remark types

How to set up and enable Replace Now on a remark

How to view all remarks/defects, reinstate a remark and manage before and after photo of a remark

Managing Remarks

Guide to remark/defect statuses (e.g., Open), events (e.g., Verified), and severities (e.g., Non-Conformance).

Understanding remark status, event and severity

Frequently asked questions on remarks and their functionality

FAQs - Remarks

Remarks

Frequently asked questions on users and user management

FAQs - Users

Understanding how permissions and security groups work.

Permissions and security groups

Security

License Manager

Subscription

How to set up appropriate favourites

How do I use the filters in Uptick and why would I use them?

How to set up default folders in your documents section on tasks, properties and service quotes.

How to set up default document folders in your documents section

How do I manage folders and documents?

Authorisation limits for Defect Quotes and Purchase Orders

How to style text using Markdown for headings, lists, emphasis, links, and more in supported text boxes

Style text boxes

The Timeline

Margin Review

Everything about Emails and Correspondence

Automated workorder to task creation with Mailparser / Docparser

How to find specific keys and ID numbers

Everything about Tags

How bulk adjustments can be made across various sections in Uptick

Bulk Actions

Working with Body Corporate and Owner Corporations managers (OCMs)

Exporting data from the API to CSV

Server Errors

Advanced tips

Locatrix integration

Integrations

The Equipment/Key Register

How to use the key register

Allow the creation of an internal wiki style knowledge base.

Knowledge Base

Timesheets, Signoffs, Rectifications, Keys and Equipment & Knowledge Base

Tools

This article covers what you need to know about the retirement / sunsetting / discontinuation of the FireMate desktop product.

FireMate Discontinuation Policy

Uptick Terminology

Uptick vs Firemate Terminology

Uptick vs Simpro Terminology

Uptick vs Cash Terminology

Uptick Learning Essentials - Web

Uptick Glossary

Uptick shortcut keys

This is your go to guide for going Live with Uptick

Uptick Cheat Sheet

End to end office process - From creating a property to sending out an invoice

A collection of flow charts outlining Uptick's core workflows.

The Core Workflows in Uptick (PDF Download)

Onboarding Training Structure ANZ 2025

How to connect with the Uptick team once you are live

Get in touch with our team

Contacting our support desk

How to get further training with Uptick Online Academy, Virtual Product Training or Uptick Partner

Further Training on Uptick

Setting up Single Sign-On (SSO) in Uptick

List of browsers compatible with Uptick's formatting and functionality

Supported browsers

Elyce Smith

How to find your Workspace / Server name

I'm getting Google alerts about breached passwords - what does that mean?

Who gets emailed invoices, reports and quotes?

FAQ: What browsers are supported in Uptick?

How do I handle flow tests in Uptick?

How do I get the photos to display on the task/report?

Justina

FAQs

Uptick Academy

Find answers and get help from Intercom Support and Community Experts

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