Release announcements
Office web releases
- January 2021 - Website Release
- December 2020 - Website Release
- November 2020 - Website Release
- October 2020 - Website Release
- September 2020 - Website Release
- August 2020 - Website Release
Mobile app releases
- 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”
- May 2019 - Uptick Field Release “Brasilia”
- April 2019 - Uptick Field Release “Athens”
Uptick for office users
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
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
Clients
Contractors
Invoicing and Pricing
- Costing & Profitability
- Purchase Orders
- Cost Centres
- Bulk Issue Invoices
- View/edit a Billing Card
- Creating a Billing Card
Programme Maintenance: Services/Routines
- Major Servicing for Routines
- Adding Routines
- Generating with Routines
- Everything about Billing Contracts (Routines only)
- Applicable Routines
- Adding a Service Contract to a Property
Quotes - Defect & Service Quotes
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
Tasks
- Everything about Tasks
- Everything about Jobs/Projects
- Parent/Child Tasks and Properties
- Generating from Routines
- Everything about Tags
- Viewing a Task
Users
Advanced Topics
- Onboarding - Office Training 3
- Required/Suggested Importer Fields
- bSecure
- Accreditations
- Digital Logbooks
- Uptick API
FAQs
- Why are invoices duplicating?
- How do I get the photos to display on the task/report?
- Why is the routine duplicated on the grid?
- Troubleshooting for the iOS App
- Why are my tasks splitting up?
- Why are the tables in the service quote going missing?