Uptick's Extra Features
Introduction to Uptick Office
- Uptick Glossary
- Home Page
- Company Information Setup
- Contractors and Suppliers setup
- Everything about Clients/Client Groups
- Accounts and Groups (Role) setup
Assets and Properties
- Lifecycle Analysis
- Creating an Asset Type
- Adding an Asset to a Property
- Validating addresses
- Add a default remark and suggested product to an asset type
- View an Existing Property
Clients
Contractors
Invoicing and Pricing
- Dispatching Errors Key
- CPI Increase (Currently services only)
- Costing & Profitability
- Purchase Orders
- Cost Centres
- Everything about Billing Cards
Programme Maintenance: Services/Routines
- Major Servicing for Routines
- Everything about Routines
- Generating with Routines
- Everything about Billing Contracts (Routines only)
- Applicable Routines
- Adding a Service Contract to a Property
Quotes - Defect & Service Quotes
Reports
- Creating Report Types
- Creating a Report from a Task
- To View/ Preview Reports
- To edit a Report Item
- Attach a service report to a service type
- Adding a internal note to a report
Tasks
- Everything about Tasks
- Everything about Jobs/Projects
- Parent/Child Tasks and Properties
- Generating from Routines
- Everything about Tags
- Viewing a Task
Users
Advanced Topics
- Remote alarm-panel monitoring
- Insights and Reporting
- Everything about Text Snippets
- Office/Billing Training 3
- Required Importer Fields
- bSecure
FAQs
- Uptick Terminology
- Uptick vs. FIREMATE Terminology
- Server Errors
- Invoicing troubleshooting
- How do I get the photos to display on the task/report?
- Why is the routine duplicated on the grid?