Uptick for office users
228 articles
UAWritten by Teresa Bui, Uptick Support and Aleks Petrovic

Uptick vs Cash Terminology

Written by Teresa Bui. Updated over a week ago
How do I change correspondence details for site?

Written by Teresa Bui. Updated over a week ago
Where do I keep details of additional contacts for a certain site (eg. owners, tenants, etc.) ?

Written by Teresa Bui. Updated over a week ago
If I add a document to a particular task, will it appear on the property documents?

Written by Teresa Bui. Updated over a week ago
Will my notes appear on the invoice or are they internal?

Written by Teresa Bui. Updated over a week ago
If we receive a call from a party we don't normally service, how do we create an ad hoc task?

Written by Teresa Bui. Updated over a week ago
Everything about Products

Written by Teresa Bui. Updated over a week ago
Importing data

Written by Teresa Bui. Updated over a week ago
How can I tell which technician was last on site?

Written by Teresa Bui. Updated over a week ago
Applicable Assets

Written by Teresa Bui. Updated over a week ago
Xero Integration

Written by Teresa Bui. Updated over a week ago
Everything about Assets

Written by Teresa Bui. Updated over a week ago
Uptick Change Management/Release Process

Written by Teresa Bui. Updated over a week ago
Viewing a Property

Written by Teresa Bui. Updated over a week ago
How to add items to an invoice before dispatching

Written by Teresa Bui. Updated over a week ago
Creating Asset Types

Written by Teresa Bui. Updated over a week ago
Creating a new property

Written by Teresa Bui. Updated over a week ago
The Timeline

Written by Teresa Bui. Updated over a week ago
The Equipment/Key Register

Written by Teresa Bui. Updated over a week ago
Everything about Emails and Correspondence

Written by Teresa Bui. Updated over a week ago
How do I set up automatic labelling for my assets?

Written by Teresa Bui. Updated over a week ago
Appointment Scheduler

Written by Teresa Bui. Updated over a week ago
Everything about Clients/Client Groups

Written by Teresa Bui. Updated over a week ago
ESM presets

Written by Teresa Bui. Updated over a week ago
Can I send emails from my own email address instead of [email protected]?

Written by Teresa Bui. Updated over a week ago
Classic Logbooks

Written by Teresa Bui. Updated over a week ago
Everything about the (old) Customer Portal

Written by Teresa Bui. Updated over a week ago
Contractors and Suppliers setup

Written by Teresa Bui. Updated over a week ago
View and Edit Asset Types

Written by Teresa Bui. Updated over a week ago
Price Books and Tiers

Written by Teresa Bui. Updated over a week ago
Sales Dashboard

Written by Teresa Bui. Updated over a week ago
MYOB Business Integration

Written by Teresa Bui. Updated over a week ago
Creating Tasks

Written by Teresa Bui. Updated over a week ago
Company Information Setup

Written by Teresa Bui. Updated over a week ago
Schedules

Written by Teresa Bui. Updated over a week ago
Selecting tasks in the Geo-allocator

Written by Teresa Bui. Updated over a week ago
Client Approval Process

Written by Teresa Bui. Updated over a week ago
Assigning tasks to rounds via the Geo-Allocator

Written by Teresa Bui. Updated over a week ago
All things Reports, Customising Reporting, Dynamic Forms and Email Templates

Written by Teresa Bui. Updated over a week ago
Task categories

Written by Teresa Bui. Updated over a week ago
FAQ: What browsers are supported in Uptick?

Written by Teresa Bui. Updated over a week ago
How to bulk manage assets

Written by Teresa Bui. Updated over a week ago
Filter by Service Groups in Geo-allocator

Written by Teresa Bui. Updated over a week ago
Client Dashboard

Written by Teresa Bui. Updated over a week ago
Assigning a Technician to a round
How to ensure your Rounds have technicians assigned to them.
Written by Teresa Bui. Updated this week
Security Groups

Written by Teresa Bui. Updated over a week ago
Searching for Tasks

Written by Teresa Bui. Updated over a week ago
Creating and editing Report Types

Written by Teresa Bui. Updated over a week ago
Working with Body Corporate and Owner Corporations managers (OCMs)

Written by Teresa Bui. Updated over a week ago
Searching for an existing Client

Written by Teresa Bui. Updated over a week ago
Adding Suggested/Replacement Products to asset types

Written by Teresa Bui. Updated over a week ago
Viewing a Particular Round

Written by Teresa Bui. Updated over a week ago
Operations Dashboard

Written by Teresa Bui. Updated over a week ago
Defect Quoting

Written by Teresa Bui. Updated over a week ago
Setting up a new user (client, contractor, staff)

Written by Teresa Bui. Updated over a week ago
Uptick Glossary

Written by Teresa Bui. Updated over a week ago
Rectifications

Written by Teresa Bui. Updated over a week ago
Bulk Archiving tasks

Written by Teresa Bui. Updated over a week ago
Everything about Invoicing

Written by Teresa Bui. Updated over a week ago
Managing default technicians

Written by Teresa Bui. Updated over a week ago
Validating addresses

Written by Teresa Bui. Updated over a week ago
Branches
Setting up Branches of your business
Written by Teresa Bui. Updated over a week ago
Actions

Written by Teresa Bui. Updated over a week ago
Adding or Amending Sessions

Written by Teresa Bui. Updated over a week ago
Create a new Client

Written by Teresa Bui. Updated over a week ago
Adding an Asset to a Property

Written by Teresa Bui. Updated over a week ago
Everything to know about Service Groups

Written by Teresa Bui. Updated over a week ago
Creating a Report from a Task

Written by Teresa Bui. Updated over a week ago
Contacting our support desk

Written by Teresa Bui. Updated over a week ago
Everything about Tags

Written by Teresa Bui. Updated over a week ago
Everything about Callouts
Learn about attendance fee products, business hours and callouts.
Written by Teresa Bui. Updated over a week ago
Everything about Billing Cards

Written by Teresa Bui. Updated over a week ago
How do I reset the password for my staff and on-site techs?

Written by Teresa Bui. Updated over a week ago
To View/ Preview Reports

Written by Teresa Bui. Updated over a week ago
Adding a internal note to a report

Written by Teresa Bui. Updated over a week ago
Viewing a Task

Written by Teresa Bui. Updated over a week ago
Generating from Routines

Written by Teresa Bui. Updated over a week ago
Everything about Billing Contracts

Written by Teresa Bui. Updated over a week ago
Everything about Routines

Written by Teresa Bui. Updated over a week ago
Who gets emailed invoices, reports and quotes?

Written by Teresa Bui. Updated over a week ago
Timesheets

Written by Teresa Bui. Updated over a week ago
Costing & Profitability

Written by Teresa Bui. Updated over a week ago
Contractors and the Contractor Portal

Written by Teresa Bui. Updated over a week ago
Creating a report from a property
Learn to create property level reports from any property in your server.
Written by Teresa Bui. Updated over a week ago
Contractor Signoffs Module

Written by Teresa Bui. Updated over a week ago
Uptick API

Written by Teresa Bui. Updated over a week ago
Digital Logbooks

Written by Teresa Bui. Updated over a week ago
Accreditations

Written by Teresa Bui. Updated over a week ago
bSecure

Written by Teresa Bui. Updated over a week ago
Knowledge Base

Written by Teresa Bui. Updated over a week ago
Service Quoting

Written by Teresa Bui. Updated over a week ago
Parent/Child Tasks and Properties

Written by Teresa Bui. Updated over a week ago
Everything about Jobs/Projects

Written by Teresa Bui. Updated over a week ago
Managing non-contracted asset servicing

Written by Teresa Bui. Updated over a week ago
Labour Rates

Written by Teresa Bui. Updated over a week ago
Markdown Styling in Uptick Text Boxes

Written by Teresa Bui. Updated over a week ago
How do I manage folders and documents?

Written by Teresa Bui. Updated over a week ago
Realtime activity dashboard and activity reports

Written by Teresa Bui. Updated over a week ago
Why is my asset duplicating/not on the task work tab?

Written by Teresa Bui. Updated over a week ago
How can I split a defect quote up into multiple tasks, but still keep it on the one invoice?

Written by Teresa Bui. Updated over a week ago
How do I move assets from one property to another?

Written by Teresa Bui. Updated over a week ago
Why are my tasks splitting up?

Written by Teresa Bui. Updated over a week ago
Why are the tables in the service quote going missing?

Written by Teresa Bui. Updated over a week ago
Troubleshooting for the iOS App

Written by Teresa Bui. Updated over a week ago
Everything about Tasks

Written by Teresa Bui. Updated over a week ago
Why is the routine duplicated on the grid?

Written by Teresa Bui. Updated over a week ago
How do I get the photos to display on the task/report?

Written by Teresa Bui. Updated over a week ago
Invoicing troubleshooting

Written by Teresa Bui. Updated over a week ago
Everything about Text Snippets

Written by Teresa Bui. Updated over a week ago
Further Training on Uptick

Written by Teresa Bui. Updated over a week ago
White Labelling Reports

Written by Teresa Bui. Updated over a week ago
Server Errors

Written by Teresa Bui. Updated over a week ago
Insights and Reporting

Written by Teresa Bui. Updated over a week ago
Dispatching Errors Key

Written by Teresa Bui. Updated over a week ago
Remote alarm-panel monitoring

Written by Teresa Bui. Updated over a week ago
Uptick vs Firemate Terminology

Written by Teresa Bui. Updated over a week ago
Uptick Terminology

Written by Teresa Bui. Updated over a week ago
Task Status Guide - what do they all mean?

Written by Teresa Bui. Updated over a week ago
Prompts

Written by Teresa Bui. Updated over a week ago
CPI Increase for Routines

Written by Teresa Bui. Updated over a week ago
End to end office process - From creating a property to sending out an invoice

Written by Teresa Bui. Updated over a week ago
Uptick Templates

Written by Teresa Bui. Updated over a week ago
How to set up and enable Replace Now on a remark

Written by Teresa Bui. Updated over a week ago
Why would you need to put properties on hold?

Written by Teresa Bui. Updated over a week ago
How do I schedule a repair?

Written by Teresa Bui. Updated over a week ago
What is the difference between a Defect Quote and a Service Quote?

Written by Teresa Bui. Updated over a week ago
How do I import products with their sell prices?

Written by Teresa Bui. Updated over a week ago
What happens when I merge a defect quote?

Written by Teresa Bui. Updated over a week ago
Estimated duration

Written by Teresa Bui. Updated over a week ago
When to use Re-apply sub-tasks

Written by Teresa Bui. Updated over a week ago
Syncing your accounting integrations in Uptick

Written by Teresa Bui. Updated over a week ago
How do I share property documents with a client?

Written by Teresa Bui. Updated over a week ago
What is the difference between description and unit description on a product?

Written by Teresa Bui. Updated over a week ago
Using the SLA extension

Written by Teresa Bui. Updated over a week ago
How to sync your suppliers with your accounting partner

Written by Teresa Bui. Updated over a week ago
Understanding the People section in Uptick

Written by Teresa Bui. Updated over a week ago
Purchase orders in Uptick

Written by Teresa Bui. Updated over a week ago
Zones in Uptick

Written by Teresa Bui. Updated over a week ago
Why does the dispatch email say the service report is non-compliant?

Written by Teresa Bui. Updated over a week ago
What do the colours mean on the routine calendar?

Written by Teresa Bui. Updated over a week ago
Creating a new routine and setting applicable assets

Written by Teresa Bui. Updated over a week ago
When does my accounting partner sync?

Written by Teresa Bui. Updated over a week ago
Troubleshooting billing cards

Written by Teresa Bui. Updated over a week ago
Use and Charge or Suggest for Quote? What's the difference?

Written by Teresa Bui. Updated over a week ago
The AFSS process

Written by Teresa Bui. Updated over a week ago
Setting up routines for partial servicing (20 percent detector or red/green/blue testing)

Written by Teresa Bui. Updated over a week ago
Quickbooks Online integration

Written by Teresa Bui. Updated over a week ago
How to add/edit remark types

Written by Teresa Bui. Updated over a week ago
System admin - everything about the control panel

Written by Teresa Bui. Updated over a week ago
Defect quoting status guide

Written by Teresa Bui. Updated over a week ago
How do I make a billing contract inactive?

Written by Teresa Bui. Updated over a week ago
How do I copy billing contracts across in bulk?

Written by Teresa Bui. Updated over a week ago
How do I manage subcontracted routines/maintenance?

Written by Teresa Bui. Updated over a week ago
AESMR Process

Written by Teresa Bui. Updated over a week ago
Do I need to add in major service routines to properties?

Written by Teresa Bui. Updated over a week ago
Why can't I find a billing card?

Written by Teresa Bui. Updated over a week ago
How do I customise a report to be asset type specific?

Written by Teresa Bui. Updated over a week ago
Can everyone see technician labour rates?

Written by Teresa Bui. Updated over a week ago
What does checking "Attendance fee" on a product do?

Written by Teresa Bui. Updated over a week ago
How to revert asset label patterns to default in bulk

Written by Teresa Bui. Updated over a week ago
How do barcodes work in Uptick?

Written by Teresa Bui. Updated over a week ago
When an asset is removed from site and replaced with another, what do I do?

Written by Teresa Bui. Updated over a week ago
How to manage block plans in Uptick

Written by Teresa Bui. Updated over a week ago
How can I move appointments from a technician who calls in sick?

Written by Teresa Bui. Updated over a week ago
How do I manage high priority tasks?

Written by Teresa Bui. Updated over a week ago
When I "complete" a service quote, what does that do?

Written by Teresa Bui. Updated over a week ago
Does the realtime technician dashboard have GPS tracking?

Written by Teresa Bui. Updated over a week ago
Uploading a picture signature to a user

Written by Teresa Bui. Updated over a week ago
Can I setup a callout task from an asset?

Written by Teresa Bui. Updated over a week ago
How do I add a new variant to an asset type?

Written by Teresa Bui. Updated over a week ago
Can I edit my own templates?

Written by Teresa Bui. Updated over a week ago
Do I have to publish or create a report first, or will it happen when I dispatch?

Written by Teresa Bui. Updated over a week ago
What is the difference between a desk and field license? What if I am both?

Written by Teresa Bui. Updated over a week ago
Can you setup multiple products per variant for major servicing?

Written by Teresa Bui. Updated over a week ago
Unscheduled routines and managing re-attendance

Written by Teresa Bui. Updated over a week ago
The Core Workflows in Uptick (PDF Download)
A collection of flow charts outlining Uptick's core workflows.
Written by Teresa Bui. Updated over a week ago
How do I use the filters in Uptick and why would I use them?

Written by Teresa Bui. Updated over a week ago
How do I invoice for items used on a task?

Written by Teresa Bui. Updated over a week ago
Accreditations - how do I manage inductions, site requirements, passwords and expiry dates?

Written by Teresa Bui. Updated over a week ago
How I delete draft invoices?

Written by Teresa Bui. Updated over a week ago
Can I have more than 1 login for 1 client portal?

Written by Teresa Bui. Updated over a week ago
Are asset icons hosted on Locatrix?

Written by Teresa Bui. Updated over a week ago
How do I manage an asset that has changed variant/type on a property?

Written by Teresa Bui. Updated over a week ago
Setting the scheduled price increase percentage correctly

Written by Teresa Bui. Updated over a week ago
Setting a contractor authorisation limit on a task

Written by Teresa Bui. Updated over a week ago
How do I set the default template for defect and service quotes?

Written by Teresa Bui. Updated over a week ago
Setting Authorisation Limits

Written by Teresa Bui. Updated over a week ago
Lifecycle analysis

Written by Teresa Bui. Updated over a week ago
Understanding defect quoting and suggested/replacement products

Written by Teresa Bui. Updated over a week ago
How do I handle partially approved defect quotes?

Written by Teresa Bui. Updated over a week ago
Payroll export of timesheets

Written by Teresa Bui. Updated over a week ago
Can I credit invoices in Uptick?

Written by Teresa Bui. Updated over a week ago
I'm getting Google alerts about breached passwords - what does that mean?

Written by Teresa Bui. Updated over a week ago
How invoices work with billing cards

Written by Teresa Bui. Updated over a week ago
How do I delete unwanted reports?

Written by Teresa Bui. Updated over a week ago
How do I handle flow tests in Uptick?

Written by Teresa Bui. Updated over a week ago
Multiple email templates for appointment notifications

Written by Teresa Bui. Updated over a week ago
Everything about Cost Centres

Written by Teresa Bui. Updated over a week ago
Managing reports

Written by Teresa Bui. Updated over a week ago
Setting up Single Sign-On (SSO) in Uptick

Written by Teresa Bui. Updated over a week ago
Managing parent properties and tenancies

Written by Teresa Bui. Updated over a week ago
What is a Yearly Condition Report?

Written by Teresa Bui. Updated over a week ago
Supported accounting integrations

Written by Teresa Bui. Updated over a week ago
View previous defect quotes on-site with the app

Written by Teresa Bui. Updated over a week ago
Uptick vs Simpro Terminology

Written by Teresa Bui. Updated over a week ago
Classic Logbooks and Digital Logbooks

Written by Teresa Bui. Updated over a week ago
Used Stock Report

Written by Teresa Bui. Updated over a week ago
Asset based servicing

Written by Teresa Bui. Updated over a week ago
How week based routine service levels appear on the routine schedule

Written by Teresa Bui. Updated over a week ago
Sample Postman collection for Uptick API

Written by Teresa Bui. Updated over a week ago
How are tasks archived and what does it mean?

Written by Teresa Bui. Updated over a week ago
Sage 50 Integration

Written by Teresa Bui. Updated over a week ago
Automated workorder to task creation with Mailparser/Docparser

Written by Teresa Bui. Updated over a week ago
Difference between base date and install date

Written by Teresa Bui. Updated over a week ago
Locatrix integration

Written by Teresa Bui. Updated over a week ago
Understanding the task profitability window

Written by Teresa Bui. Updated over a week ago
Customer Portal

Written by Teresa Bui. Updated over a week ago
When will I get notifications in the app?

Written by Teresa Bui. Updated over a week ago
Warehouses and stock control

Written by Teresa Bui. Updated over a week ago
Invoice status guide

Written by Teresa Bui. Updated over a week ago
Understanding Remarks

Written by Teresa Bui. Updated over a week ago
Can I send emails to all my clients in bulk?

Written by Teresa Bui. Updated over a week ago
Authorisation limits for Defect Quotes and Purchase Orders

Written by Teresa Bui. Updated over a week ago
Understanding included labour in callout products

Written by Teresa Bui. Updated over a week ago
The 12A and BWOF Process
Learn about setting up annual certification for New Zealand standards such as BWOF and 12AU
Written by Uptick Support. Updated over a week ago
Uptick Learning Essentials - Web

Written by Teresa Bui. Updated over a week ago
Best practices for using Branches
Learn about the different ways you can use Branches and get the most of the feature.A
Written by Aleks Petrovic. Updated over a week ago
How to find specific keys and ID numbers
U
Written by Uptick Support. Updated over a week ago