System admin - everything about the control panel

Aleks Petrovic

Updated October 26, 2021 05:34

The control panel (accessed by clicking on the cog in the bottom-left corner) is where you can see and control most of Uptick's features to your liking. This guide will help you navigate the control panel and explain what the function of each section is. The visibility of some sections is dependent on your user permissions and available extensions so you may see sections in this guide that are not applicable to your use case.

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Customise

General	Includes settings for timezone, country, the email address used for system notifications and the authorised support domain
Branding	These values are used throughout templates for your businesses contact details. Information regarding company and contact details, logos and company ABN are found here.
Business hours	Set the business hours and closed days from here. Your business hours can help determine whether labour callouts are billed as normal hours or after hours.
Custom fields	This is where custom fields can be created and managed. You can control where the custom fields will appear and there are tabs for each object type the custom field is associated with, making it easier to find and manage existing custom fields.
Security groups	Security groups include settings that define the level of access and control that Uptick users have on the system through permissions. By clicking on a security group you can see the users that are part of that group. From here you can: Manage existing security groups and their permissions Create new security groups and manage their permissions

Templates

Email Templates	These templates define how your outgoing emails will appear to your customers. From this section you can: Create and customise email templates Set the name that appears in the "from" address of the email Set the default "reply-to" email address
Report types	Manage and create report types from here. You can see how many reports of a respective report type has been generated and a direct link to the template editor page of those reports can also be found here.
Document templates	Templates for snippets and all types of documentation generated in Uptick are managed here including reports, invoices, quotes and purchase orders. From here you can: Edit existing templates See an example of what your templates look like View built-in templates Request a new template or the customisation of an existing one
Snippets	Manage your existing snippets or create new ones.

General

Branches	View and manage Branches set up in the system. You can see all the Branches listed here as well as their associated users and properties. Creating or editing a Branch allows you to provide Branch details and add/remove users associated.
Zones	Create and view Zones here. You can view your list of Zones, toggle active on/off, search for a specific Zone and group by Branch or active if applicable.
Clients	Client tags are created, viewed and managed here.
Properties	Manage property number sequencing settings and document structure. You can also create and manage property tags from this section.
Accreditations	View and create the accreditation types that will appear in the dropdown list when adding an accreditation on the Accreditations page. You can also set whether or not the accreditation is property specific.
Asset types	Create, view and edit asset types and assets View and manage remarks, variants and prompts for an asset type Configure default replacement products, applicable routines and excluded levels when editing the asset type Create and manage asset tags and asset type tags Configure ESM presets Perform a csv download of asset types, prompt questions and asset type variants
Remark types	View and manage remark types Configure suggested products when editing a remark type Create and manage global remark types Toggle replacement requirements and set suggested products for a remark
Routines	View all routines and their service levels See how many properties are using a particular routine See all applicable assets associated with a routine
Dynamic forms	View and edit existing forms, create new dynamic form templates or load one from the library.
Service groups	View edit and create service groups on this page. You can see a list of all the service groups in use as well as how many tasks and users are associated with them.
Contractors	View and manage the categories, skills, tags and service areas to be associated with a contractor. These will appear in drop-down lists when creating and editing contractors in the system.
Tasks	Configure the sequence format and document structure for tasks Create and edit task tags View, create and edit task categories and set their defaults
Actions	View, create and edit actions from this page.
Logbooks	View, create and edit logbook types from this page.
Appointments	Set appointment labels, toggle whether or not they're active and set their colour code.
Timesheets	Set allowance types and pay week start day View and manage timesheets, their session types and colour coding
Defect Quoting	Configure naming and sequence formatting as well as default templates of defect quotes Toggle whether or not clients and/or authors receive a quote response email Set autoreminder frequencies and default expiry periods Create and manage defect quote tags
Service Quoting	Configure naming and sequence formatting as well as default templates of service quotes Set the email address for service quote approvals Create and manage service quote tags
Purchase Orders	Configure naming and sequence formatting of purchase orders Set an auto-approve limit for purchases
Jobs	Set the sequencing and formatting of jobs here.
Signoffs	Set signoff instructions that will appear when performing a signoff Set the notification email for signoffs Set the number of days contractors have to respond to a signoff.
Rectifications	Set the sequence formatting of rectifications

Billing

Accounting	Connect, configure and check the accounting partner connection status.
Cost centres	View, create and edit cost centres on this page. You can also toggle which cost centres will be set as default on a task.
Invoicing	Configure sequence, reference and invoice description formatting Toggle local invoice number generation Set payment instructions, invoice BCC address and default days for accounts payable

Integrations

Locatrix

Connect to and check connection status of Locatrix integration.

Uptick subscription

License manager	Dashboard that allows you to configure your plan, reference the subscription agreement, and view desk, field and total license usage.
Payment information	Set your payment method and accounts email on this page.