Uptick for office users

Uptick's Extra Features

• Further Training on Uptick

Introduction to Uptick Office

• 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
• Everything about Clients/Client Groups

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Assets and Properties

• Lifecycle Analysis
• Adding an Asset to a Property
• Validating addresses
• Adding Suggested/Replacement Products to asset types
• View an Existing Property
• Adding Assets using the bulk manage functionality

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Clients

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

Contractors

• Contractor Signoffs Module
• Adding a Contractor
• Contractors Module

Invoicing and Pricing

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

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Programme Maintenance: Services/Routines

• Major 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 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

See all 7 articles

Tasks

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

See all 20 articles

Users

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

Advanced Topics

• Accreditations
• How to add/edit remark types
• Quickbooks integration
• The AFSS process
• Getting a new routine created and setting applicable assets
• Zones in Uptick

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FAQs

• Understanding cost centres and account codes
• Why are base dates required on certain asset types?
• Setting up routines for partial servicing (20 percent detector or red/green/blue testing)
• Why does the dispatch email say the service report is non-compliant?
• Use and Charge or Suggest and Quote? What's the difference?
• Troubleshooting billing cards

See all 48 articles