All Collections
Uptick for office users
This section refers to all the Desktop features & workflows for Office Users.
Task Status Guide - what do they all mean?
Supported browsers
Setting up Single Sign-On (SSO) in Uptick
Uptick shortcut keys
Uptick Learning Essentials - Web
The Core Workflows in Uptick (PDF Download)
End to end office process - From creating a property to sending out an invoice
bSecure
Further Training on Uptick
Contacting our support desk
Uptick Glossary
Everything about Tasks
Task categories
Creating Tasks
Searching for Tasks
Viewing a Task
When to use Re-apply sub-tasks
How do I manage high priority tasks?
Why are my tasks splitting up?
How are tasks archived and what does it mean?
If I add a document to a particular task, will it appear on the property documents?
Bulk Archiving tasks
Setting a contractor authorisation limit on a task
If we receive a call from a party we don't normally service, how do we create an ad hoc task?
Everything about Callouts
Dispatching Errors Key
Generating from Routines
Understanding the task profitability window
System admin - everything about the control panel
Company Information Setup
Actions
Security Groups
Labour Rates
Customer Portal (guide for admins)
Everything about Cost Centres
Zones in Uptick
Everything about Text Snippets
Adding Suggested/Replacement Products to asset types
Everything to know about Service Groups
Legislative prompt questions
How do I set the default template for defect and service quotes?
Contractor Signoffs Module
Supported accounting integrations
Syncing your accounting integrations in Uptick
When does my accounting partner sync?
Quickbooks Online integration
Locatrix integration
Xero Integration
Sage 50 Integration
MYOB Business Integration
Working with Body Corporate and Owner Corporations managers (OCMs)
Automated workorder to task creation with Mailparser / Docparser
Do I have to publish or create a report first, or will it happen when I dispatch?
How do I reset the password for my staff and on-site techs?
Difference between base date and install date
How to manage block plans in Uptick
How do I handle flow tests in Uptick?
I'm getting Google alerts about breached passwords - what does that mean?
FAQ: What browsers are supported in Uptick?
Can you setup multiple products per variant for major servicing?
How do I get the photos to display on the task/report?
Server Errors
Use and Charge or Suggest for Quote? What's the difference?
Can everyone see technician labour rates?
Do I need to add in major service routines to properties?
What does checking "Attendance fee" on a product do?
What is the difference between a desk and field license? What if I am both?
How to assign / un-assign Office Assignee on Tasks