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Uptick video learning program
Uptick video learning program

This series of video-based learning modules will take you through the most common Uptick workflows to get you trained up and ready to go-live with Uptick.

Teresa Bui avatar
By Teresa1 author26 articles
Educational Resources

Managing Tasks


How to create a task
How to generate tasks automatically (start of month)
How to edit tasks or bulk tasks at once
How to service an asset - adding remarks
Adding remarks from the web view
How to use the scheduler
Archiving Completed Tasks
Everything about Rounds
Sending upcoming appointment notifications
Subcontractor Tasks
Working with paper logbooks

Setting up Clients


How to create a client group
How to dispatch to the client

Setting up Properties


How to set up a property
How to manually update the address of a property
How to set up programme maintenance
How to set up a routine on a property
How to add an asset to a property
Floorplans

Defect Quotes


Auto-reminders for Defect Quotes

Server Setup


How to use the key register
How to link a routine and expected report
How to set up appropriate favourites
How to create a default remark
How to create a new asset type
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