Uptick

Navigate the Control Panel

Teresa Bui

Uliana Tokerava

Configure your workspace settings to suit your business

Control Panel

How to add and manage extra fields for additional data, including restricting visibility using License or Data Conditions

Set up extra field

Additional modules to help your business grow

How to set up the company profile, including logos, contact details and system notification email

Set up Company profile

Customise

How to set default name, reply-to email, edit email templates and embed images

Manage email templates

How to create report types, link them to document templates and manage context, inclusion/exclusion and failure criteria

Set up report type

How to add and edit document templates and template images for reports, quotes, invoices and purchase orders

Manage document templates

How to add a take 5 form, create or edit dynamic forms and embed images

Manage Dynamic forms

How to create, customise, and manage Joyfill forms

Create forms using JoyFill

How to use Joyfill Form/Forms (v2) Builder to style fields, add elements, set conditions and prefill fields

Joyfill form Builder overview

How to add reusable blocks of text to be used on tasks, defect quotes and service quotes

Manage text snippets

How to link a routine and expected report

How do I customise a report to be asset type specific?

This article shows users how to mark up a template or form to submit to the Uptick Professional Services Team

How to mark up a Dynamic Form for a change request

White Labelling Reports

Frequently asked questions about document and email templates

FAQs - Document and Email templates

Frequently asked questions on Joyfill Forms/Forms (v2) and its functionality

FAQs - Joyfill forms

Templates

How to configure Allowances, Business Hours, Individual rates, Rate Multipliers, Task session types and Timesheets in the Control Panel

Configure Labour settings

Labour

Build action group templates, add actions (checkbox, form, report, URL), and auto-apply them to tasks based on conditions

Create an action group template and set it to auto-apply to tasks

Branches

Learn about the different ways you can use Branches and get the most of the feature.

Best practices for using Branches

Rectifications

Zones in Uptick

General

How to create and manage asset types, asset specific remark types and variants

Create and manage asset types

How do I set up automatic labelling for my assets?

How to revert asset label patterns to default in bulk

Asset types

Classic Logbooks and Digital Logbooks

Digital Logbooks

Logbooks

How to add and manage standards, routine service type and routine service level types

Create or update standards, routine service types and levels

How to create and manage service groups to trade areas or skillsets

Set up Service Group

How to create/edit a legislative prompt set, add prompt questions and set servicing frequency

Set up prompt sets and questions

Explaining the conditions that prevent prompts and prompt sets from appearing

Why are prompts not showing?

How to setup estimated duration on routines and on products.

How to set up estimated duration and have it automatically apply

Setting up routines for partial servicing (20 percent detector or red/green/blue testing)

Frequently asked questions on routine service types and routine service level types

FAQs - Routine Types

Aleks Petrovic

Managing Routines, Routine Levels, Prompts, Standards and Service Groupsin Uptick

Routines, Standards, Prompts, Service Groups

How to add, edit and update global and asset-specific remark types to streamline recording of defects and recommendations during inspections

Create and manage remark types

How to set up and enable Replace Now on a remark

How to view all remarks/defects, reinstate a remark and manage before and after photo of a remark

Managing Remarks

Guide to remark/defect statuses (e.g., Open), events (e.g., Verified), and severities (e.g., Non-Conformance).

Understanding remark status, event and severity

Frequently asked questions on remarks and their functionality

FAQs - Remarks

Remarks

Frequently asked questions on users and user management

FAQs - Users

Understanding how permissions and security groups work.

Permissions and security groups

Security

License Manager

Subscription

Uptick Academy

Find answers and get help from Intercom Support and Community Experts

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