Uptick for office users

Uptick's Extra Features

• Authorisation limits for Defect Quotes and Purchase Orders
• Further Training on Uptick
• Warehouses and stock control

Introduction to Uptick Office

• The Core Workflows 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

See all 9 articles

Assets and Properties

• Setting Authorisation Limits
• Adding an Asset to a Property
• Validating addresses
• Adding Suggested/Replacement Products to asset types
• How to bulk manage assets
• View and Edit Asset Types

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Clients

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

Contractors

• Contractor Signoffs Module
• Adding a Contractor
• Contractors

Invoicing and Pricing

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

See all 11 articles

Programme Maintenance: Services/Routines

• Managing non-contracted asset servicing
• Everything about Routines
• Everything about Billing Contracts (Routines only)

Quotes - Defect & Service Quotes

• Understanding Remarks
• Service Quoting
• View & Create a Defect Quote
• Defect Quoting
• Client Approval Process

Reports

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

See all 8 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 19 articles

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

See all 45 articles

FAQs

• Can I send emails to all my clients in bulk?
• When will I get notifications in the app?
• Understanding the task profitability window
• 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

See all 98 articles