Uptick for office users

Uptick's Extra Features

• Further Training on Uptick

Introduction to Uptick Office

• The Core Workflow in Uptick (PDF Download)
• End to end office process - From creating a property to sending out an invoice
• Task Status Guide - what do they all mean?
• Uptick Glossary
• Company Information Setup
• Contractors and Suppliers setup

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Assets and Properties

• Setting Authorisation Limits
• Lifecycle Analysis
• Adding an Asset to a Property
• Validating addresses
• Adding Suggested/Replacement Products to asset types
• View an Existing Property

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Clients

• Create a new Client
• Searching for an existing Client
• Everything about the Customer Portal

Contractors

• Contractor Signoffs Module
• Adding a Contractor
• Contractor Portal

Invoicing and Pricing

• Supported accounting integrations
• Syncing your accounting integrations in Uptick
• CPI Increase for Routines
• Dispatching Errors Key
• CPI Increase for services
• Costing & Profitability

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Programme Maintenance: Services/Routines

• Managing out of contract asset servicing for Routines
• Everything about Routines
• Everything about Billing Contracts (Routines only)
• Applicable Routines
• Adding a Service Contract to a Property
• Major Servicing for Services

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Quotes - Defect & Service Quotes

• Service Quoting
• View & Create a Defect Quote
• Quoting Remarks - End to End Process
• Client Approval Process

Reports

• Creating and editing Report Types
• Creating a Report from a Task
• To View/ Preview Reports
• Attach a service report to a service type
• Adding a internal note to a report
• Creating a report from a property

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Tasks

• Everything about Tasks
• Everything about Jobs/Projects
• Parent/Child Tasks and Properties
• Generating from Routines
• Everything about Tags
• Viewing a Task

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Users

• Labour Rates
• Adding or Amending Sessions
• Setting up a new user (client, contractor, staff)
• Security Groups

Advanced Topics

• Asset based servicing
• Accreditations
• Locatrix integration
• Automated workorder to task creation
• Sage 50 Integration
• Sample Postman collection for Uptick API

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FAQs

• Difference between base date and install date
• How are tasks archived and what does it mean?
• How week based routine service levels appear on the routine schedule
• Classic Logbooks and Digital Logbooks
• Uptick vs Simpro Terminology
• View previous defect quotes on-site with the app

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