Uptick

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

Teresa Bui

Justina

Uptick Admin & Control Panel

Accounting integrations & configuration

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

Information common to all accounting integrations

General accounting information

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

Frequently asked questions about accounting integrations

Accounting integration FAQ

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

FireMate Discontinuation Policy

Uptick Learning Essentials - Web

Uptick vs Simpro Terminology

Setting up Single Sign-On (SSO) in Uptick

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

The Core Workflows in Uptick (PDF Download)

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

Uptick Terminology

Uptick vs Firemate Terminology

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

Further Training on Uptick

Contacting our support desk

This is your go to guide for going Live with Uptick

Uptick Cheat Sheet

Uptick Glossary

Uptick shortcut keys

Uptick vs Cash Terminology

List of browsers compatible with Uptick's formatting and functionality

Supported browsers

How to set up appropriate favourites

Allow the creation of an internal wiki style knowledge base.

Knowledge Base

How to connect with the Uptick team once you are live

Get in touch with our team

How to find your Workspace / Server name

Onboarding Training Structure ANZ 2025

Take the first steps to using Uptick effectively

Getting started & system configuration

Locatrix integration

Integrations

System admin - everything about the control panel

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

Explaining the conditions that prevent prompts and prompt sets from appearing

Why are prompts not showing?

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

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 find specific keys and ID numbers

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

FAQs - Routine Types

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

Configure Labour settings

Aleks Petrovic

General configuration and settings

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

Uliana Tokerava

Remarks

How do I set up automatic labelling for my assets?

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

Create and manage asset types

Asset types

How to revert asset label patterns to default in bulk

Server Errors

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

How do I manage folders and documents?

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

Style text boxes

How to manage block plans in Uptick

How do I handle flow tests in Uptick?

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

How to setup estimated duration on routines and on products.

How to set up estimated duration and have it automatically apply

Frequently asked questions on users and user management

FAQs - Users

Everything about Tags

Automated workorder to task creation with Mailparser / Docparser

Authorisation limits for Defect Quotes and Purchase Orders

Working with Body Corporate and Owner Corporations managers (OCMs)

The Equipment/Key Register

The Timeline

Exporting data from the API to CSV

How bulk adjustments can be made across various sections in Uptick

Bulk Actions

Margin Review

How to manage custom pricing for products and rates by creating, updating, and assigning price books to clients or propertie

Create and manage a price book

Everything about Emails and Correspondence

How to use the key register

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

Set up extra field

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

Advanced tips

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?

FAQs

Configure your workspace settings to suit your business

Control Panel

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

Set up Company profile

Customise

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

Best practices for using Branches

Additional modules to help your business grow

Branches

Zones in Uptick

Extensions

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

Manage email templates

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

Manage text snippets

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

How to link a routine and expected report

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

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

Manage document 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 create, customise, and manage Joyfill forms

Create forms using JoyFill

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

Manage Dynamic forms

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

Joyfill form Builder overview

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

FAQs - Joyfill forms

Templates

Classic Logbooks and Digital Logbooks

Digital Logbooks

Logbooks

License Manager

Rectifications

Subscription

Understanding how permissions and security groups work.

Permissions and security groups

Security

Uptick Academy

Find answers and get help from Intercom Support and Community Experts

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