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 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
- Office Training 3 - Billing
- Required Importer Fields
- 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
- Schedules
- The realtime operations dashboard
- MYOB Integration
- Sales Dashboard
- Data review dashboard
- Classic Logbooks
- The Equipment/Key Register
- Uptick Change Management Process