The Timeline

Article author
Uptick Accounts
  • Updated

The Timeline allows you to stay up to date and keep a working knowledge of the information that is exchanged and progress that is made around a certain aspect of your business. A timeline can be found on nearly every page, On a Property, Task, Client, Quote ECT.

This timeline acts as an audit trail and enables staff to communicate with each-other and technicians on the road to keep up to date with information on a specific component of Uptick.

As seen below, you are able to add a timeline comment, whilst any notes generated automatically by the system are stored also.



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