Setting up clients correctly flows into every process in Uptick, making everything easier.
We have a structured way to setup clients, property contacts, client groups and even parent client groups, which flows directly into the customer portal view for these users and makes dispatching and corresponding a lot easier.
It's pretty easy to setup clients and send them invites to the portal, here's how it works:
Inviting a client to the customer portal
Read more about the customer portal here.
Setting up your customers correctly:
Helpful tip: You can put client groups into parent client groups. To put this into the example, you could have Uptick property managers in each state, and put them under a client group such as Uptick VIC, Uptick NSW, Uptick WA. You can then put those client groups into a parent client group, called Uptick National.
Please contact your account manager if you need any assistance on this.
Client Page View
Step 1: Select a client from the clients list (as seen above).
Step 2: You will be redirected to the clients page. Here you can:
- Enter the client dashboard to view what they see
- Update the client's pricing tier
- View all the clients tasks
- Update client details
- Write an internal note via the timeline
In addition, you may also view all the client's properties, associated documents and any related correspondence.
Create a new client
Step 1: Select the tab labeled People from the navigation menu and select Clients from the drop-down menu.
Step 2: From the clients page, click the blue tab labeled Create client.
Step 3: On the new client page, complete the first portion of the form by filling in client contact details.
ClientGroup- associate the client with a client group, allowing anyone in the Clientgroup to access the site.
- Report preferences - In the next portion of the form, provide information that will help generate automated reports according to client preferences.
Manual reporting required- Tick the box if reports should be manually generated rather than automatically generated for this client.
White label report- Tick the box if you wish to send reports with no header or footer.
Merge PDF's- Tick the box is you wish to merge all report PDF's into one file when sending for simplicity sake.
- Billing preferences
The last portion of the form addresses billing preferences specific to your client.
Manual billing required- Tick the box if you wish invoices to not be generated automatically.
Fixed price contract- Tick the box to signify that the client is on a fixed price contract, prices should not be adjusted for CPI automatically.
Step 4: Once completed, you can either select Save client or Save client and create default billing card which would also automatically generate a billing card as per the client details.
Step 1: Click Client groups.
Step 2: Here you are able to view all the client groups created in the system. Select New client group.
Step 3: Fill in a group name and assign primary accounts to access this data.
Step 4: Once completed, select Save client group.
FAQ on Client Groups:
- How do I delete a client group?
- Uptick support team can assist in deleting a client group, just submit a ticket to us.
- How do I change a client group name?
- Click edit on the client group name line.