Uptick

Add, invite, edit contractors and manage subcontracted tasks

Create, invite and manage a contractor

Contractor Portal vs Contractor App: Choosing the Right Solution for Your Subcontractors

Contractor Signoffs Module

Assign technicians, contractors and the office assignee to a task individually, in bulk, or via the Geo-allocator.

Assign a user or a contractor to tasks

How to configure Clients, Properties, Customer Portal, Contractors and Contractor Portal Settings

Configure Customers & Contractors settings

How to efficiently manage tasks, assign technicians, and complete work using Uptick’s Contractor Portal as a subcontractor

A guide on the Uptick Contractor Portal (for contractors)

FAQs on viewing which properties, routines and routine service levels a contractor is engaged on, and how contractor filtering works in Properties and Routine Servicing.

FAQs - Contractors

Teresa Bui

Chelcie Prince

Uliana Tokerava

Contractors

Add, manage and deactivate a user (Desk, Field, Contractor or Customer)

Create and manage a user

Manage employee and contractor accreditations in Uptick: create accreditation types, add licences and checks with expiry dates to users, contractors, clients, properties and tasks, and track expiring accreditations.

How to manage Accreditations

General Uptick articles that also cover contractors

Also related

Uptick Academy

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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