Everything about Clients/Client Groups

Mads from Uptick

Updated July 21, 2021 06:13

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:
This is going to be explained with an example of the company Uptick.

The highest level of access is Client Group. We suggest this is the entire company as a whole. In this example, Uptick National. You might have 1 or 2 main people who need to access this portal, on a large scale.
Client is the next level down, this is exact individual portfolio. This might translate well to Property Manager, or OC manager. This is the person who receives majority of the correspondence about a particular property. You might have 3 people who work at Uptick, Mads, Brigette and Luke, who all get their own "Client", so their properties can be linked to them.
Note: Within the client, you can break down which email receives reports, quotes, correspondence and invoices, to help with workflows.
Property Contact is underneath a property, which lives under a client's portfolio. You can put people like owners, building managers and tenants under here, and tick the boxes of things you'd like them to receive.

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.

This allows you to give different access to regional managers and national managers, so everyone is only seeing what they need to via their portal.

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

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In addition, you may also view all the client's properties, associated documents and any related correspondence.

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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.

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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. This can be if the customer needs them to be sent by post.

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.

Billing card- Search billing cards and add it against the client to whom you will be sending the invoice to.

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.

Client Groups

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.

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Keywords: create a customer, new customer.

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