Uptick

System admin - everything about the control panel

How to set up default folders in your documents section on tasks, properties and service quotes.

How to set up default document folders in your documents section

Explaining the conditions that prevent prompts and prompt sets from appearing

Why are prompts not showing?

Everything to know about Service Groups

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

Set up prompt sets and questions

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 find specific keys and ID numbers

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

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

FAQs - Routine Types

Create and edit session types to track technician time, attendance, leave, travel, meetings, and on-site hours

Manage session types

Teresa Bui

Aleks Petrovic

General configuration and settings

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

Everything you need to know about what remarks are and what they interact with.

Understanding Remarks

How to add remarks and suggest products using the Uptick desk view via a web browser

Adding remarks and products from the office

Remarks

How do I manage an asset that has changed variant/type on a property?

Difference between base date and install date

How do I set up automatic labelling for my assets?

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

Create and manage asset types

Everything about Assets

Applicable Assets

Asset types

Uptick Academy

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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