Uptick

How to view completed work, access Toolbox, overdue tasks, appointments, keys and equipment, and starred tasks on iOS and Android.

Mobile App: Navigate the dashboard

How to view access details and required products for upcoming tasks using the Toolbox on iOS and Android

Mobile App: Use the toolbox

Update signature, account details, depot location, timezone and customise display preferences for task and asset tiles on iOS and Android

Mobile App: Set up account and display preferences

How to interpret the task's tile for key details, star and make the task offline on iOS and Android

Mobile App: Overview of the task's tile

How to use the Tasks page, switch between List and Map views, and apply search, filters, and sorting on iOS and Android

Mobile App: Navigate the Tasks tab

How to understand the Task Tab on iOS and Android

Mobile App: Understand a task

How to filter and sort tasks, assets and products on iOS and Androidn

Mobile App: Use Filters and Sorting

How to log in and out of the Workforce by Uptick app on iOS and Android

Mobile App: Sign in and out

How to open the Knowledge Base, view the Uptick Help Centre, and contact Support on iOS and Android

Mobile App: Access help and support

Teresa Bui

Mobile Best Practice - Getting Started

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.

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

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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