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

Legislative prompt questions

This article will show you how to create routine types, update routine types and other adjust related settings.

How to create or update routine types

How to find specific keys and ID numbers

Admin guide on how to use the customer portal and configure default view for all clients.

Customer Portal (guide for admins)

Teresa Bui

Aleks Petrovic

General configuration and settings

Creating required and non-required actions for tasks

Setting Actions to auto-apply to tasks

Actions

How to create a default remark

How to add/edit 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 add a new variant to an asset type?

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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Title

Track the progress of all tickets related to your company.

Tickets portal.

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Tickets

No access to tickets portal

English