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