Uptick

Learn to filter tasks, manage schedules, use views, handle time zones, and optimize routes for efficient scheduling

How to navigate and use the Scheduler efficiently

How to create appointment for a task and notify the client

Schedule tasks and send notifications

How to add leave, toolbox meetings, break, RDO for field users in the scheduler

Scheduling leave and other events

Automate the manual process of scheduling large volumes of tasks in Uptick, with efficient, multi-appointment schedules for your technicians with a single click.

How to use the AI Scheduler

Forecast appointments for routine servicing

Using the Geo Allocator to Assign Tasks to Rounds or Users

How to ensure your Rounds have technicians assigned to them.

Assigning a Technician to a round

Viewing a Particular Round

Allocate Primary or Supporting technicians, Office assignee or Contractor to a task and multiple tasks in bulk/via Geo-allocator

Assign a user or a contractor to tasks

Teresa Bui

Uliana Tokerava

Elyce Smith

Web Best Practice - Scheduling & Task Assignment

Uptick Academy

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