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.
- Asset based servicing
- Accreditations
- Uptick shortcut keys
- How to find specific keys and ID numbers
- Understanding Remarks
- Locatrix integration
- Automated workorder to task creation with Mailparser/Docparser
- Sage 50 Integration
- Sample Postman collection for Uptick API
- Managing parent properties and tenancies
- Setting up Single Sign-On (SSO) in Uptick
- Managing reports
- Lifecycle analysis
- System admin - everything about the control panel
- How to add/edit remark types
- Quickbooks Online integration
- The AFSS process
- Creating a new routine 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
- Uptick Templates
- Prompts
- Remote alarm-panel monitoring
- Insights and Reporting
- Everything about Text Snippets
- Knowledge Base
- bSecure