Office web releases

• April 2021 - Website Release
• March 2021 - Website Release
• February 2021 - Website Release
• January 2021 - Website Release
• December 2020 - Website Release
• November 2020 - Website Release

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Mobile app releases

• March 2021 - Uptick iOS Field Release "Papeete"
• February 2021 - Uptick Field Release "Ottawa"
• August 2020 - Uptick Field Release "Mexico City"
• May 2020 - Uptick Field Release "Kiev"
• April 2020 - Uptick Field Release "Jakarta"
• June 2019 - Workforce Field Release “Canberra”

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Uptick's Extra Features

• Further Training on Uptick

Introduction to Uptick Office

• Uptick Glossary
• Home Page
• Company Information Setup
• Contractors and Suppliers setup
• Everything about Clients/Client Groups
• Accounts and Groups (Role) setup

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Assets and Properties

• Lifecycle Analysis
• Creating an Asset Type
• Adding an Asset to a Property
• Validating addresses
• Add a default remark and suggested product to an asset type
• View an Existing Property

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Clients

• Everything about the Customer Portal
• Create a new Client
• Searching for an existing Client
• Creating a Client Account

Contractors

• Contractor Signoffs Module
• Adding a Contractor
• Contractors Module

Invoicing and Pricing

• Dispatching Errors Key
• CPI Increase (Currently services only)
• Costing & Profitability
• Purchase Orders
• Cost Centres
• Everything about Billing Cards

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Programme Maintenance: Services/Routines

• Major Servicing for Routines
• Everything about Routines
• Generating with Routines
• Everything about Billing Contracts (Routines only)
• Applicable Routines
• Adding a Service Contract to a Property

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Quotes - Defect & Service Quotes

• Service Quoting
• What is a Defect Quote
• View & Create a Defect Quote
• Quoting Remarks - End to End Process
• Create a Task from a Defect Quote
• Client Approval Process

Reports

• Creating Report Types
• Creating a Report from a Task
• To View/ Preview Reports
• To edit a Report Item
• Attach a service report to a service type
• Adding a internal note to a report

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Tasks

• Everything about Tasks
• Everything about Jobs/Projects
• Parent/Child Tasks and Properties
• Generating from Routines
• Everything about Tags
• Viewing a Task

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Users

• Labour Rates
• Adding or Amending Sessions
• Setting up a new user (client, contractor, staff)
• Permissions Management

Advanced Topics

• Remote alarm-panel monitoring
• Insights and Reporting
• Everything about Text Snippets
• Office/Billing Training 3
• Required Importer Fields
• bSecure

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FAQs

• Uptick Terminology
• Uptick vs. FIREMATE Terminology
• Server Errors
• Invoicing troubleshooting
• How do I get the photos to display on the task/report?
• Why is the routine duplicated on the grid?

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Android App

• Introducing the Android App (Comparison of features to iOS included)

iOS App

• How can I see previous reports from the property?
• How do I change my display preferences on the iOS app?
• Setting a technicians signature
• Add a task via the App
• Reporting and quoting on defects via the App
• Using timesheets from the Uptick app

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Extending Uptick

• Extensions and Modules
• Supported Geospatial Floorplan icons
• Custom Fields

Basic office program

• Office Training 2
• Everything about Rounds
• Office Training 1

Advanced office program

• Geospatial Asset Registry (Floorplans)

Technician program

• Getting started with the iOS app