Uptick

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

The Core Workflows in Uptick (Download)

Uptick Glossary

Understanding Your Data Structure in Uptick

Teresa Bui

Uliana Tokerava

Justina

Getting Started

Understand the Uptick Lifecycle and how best to use the Uptick system

The Uptick Flywheel

US | Uptick Benefits for End Users

UK | Uptick Benefits for End Users

ANZ | Uptick Benefits for End Users

Overview

Onboarding Training Structure UK (Show & Tell included)

Cohort Onboarding Training Structure UK

North American Onboarding Training Structure

The Configuration call is completed with your Onboarding Manager as part of your Onboard Journey with Uptick.

Configuration Call

Join our Customer Success team as they guide you through key parts of the Uptick platform: from best practices, advanced workflows and tips.

The Success Playbook

Download a PDF instruction booklet to print for your office (Desk) and field (Mobile App) team

Handbooks

During your first week of going live in Uptick, you will be required to attend three HyperCare webinars. These sessions are designed to support you by highlighting the key areas…

UK HyperCare Webinars Agenda

ANZ Onboarding Training Structure 2026

How to use Obi - Uptick's AI Onboarding Assistant

Onboarding & Training

How to update your account details, timezone, mobile, signature, depot location and to reset and change password

Set up your user profile

Learn what browsers and computer specifications you need to access Uptick's web platform.

Browser and System Requirements for Uptick Web Platform

The Uptick Workforce app supports a range of mobile devices with specific minimum operating system requirements to ensure optimal performance.

What mobile devices are supported?

Maddison Taubert

System Requirements & Access

How to Use Filters on the Uptick Web Platform

How to Set Up Favourites in Uptick

How bulk adjustments can be made across various sections in Uptick

Bulk Actions

How to Find ID Numbers in Uptick

The Timeline

Speed up your work in Uptick with keyboard shortcuts. These quick commands help you navigate faster and save time on common tasks.

Uptick Keyboard Shortcuts

Navigate the main dashboard

Navigation & Interface

What data can be extracted from my FireMate database?

Retirement of FireMate Desktop and the final export

Making the switch from CASH to Uptick? This guide will help you translate familiar CASH terms into Uptick language, making your transition smoother and faster.

Uptick vs Cash Terminology

Uptick vs Firemate Terminology

Transitioning from simPRO to Uptick? This guide will help you understand how simPRO terminology maps to Uptick, making your migration smoother and helping your team get up to speed quickly.

Uptick vs Simpro Terminology

Migration Resources

ANZ | Webinars

UK & Ireland | Webinars

NA | Webinars

Find all of our latest webinar recordings here

Uptick Webinars

Uptick Academy

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

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