Advanced Topics
In this section you will learn how to use Uptick to manage who is has access to certain functions within the system, how to configure the structures behind your data input methods, send and receive payments easily through Xero, how to customise emails to fit your company's needs and how to transfer all of your existing data onto the Uptick system.
- Accreditations
- How to add/edit remark types
- Quickbooks integration
- The AFSS process
- Getting a new routine created and setting applicable assets
- Zones in Uptick
- Purchase orders in Uptick
- Using the SLA extension
- Estimated duration
- How to set up and enable Replace Now on a remark.
- Making a template customisation request
- Uptick Prompts
- Remote alarm-panel monitoring
- Insights and Reporting
- Everything about Text Snippets
- Required importer fields for uploading new data
- Knowledge Base
- Essential Safety Measures (ESMs)
- bSecure
- Digital Logbooks
- Uptick API
- Timesheets
- Contacting our support desk
- Actions
- Branches
- Rectifications
- Operations Dashboard
- Services setup
- Client Dashboard
- All things Reports, Customising Reporting, Dynamic Forms and Email Templates