FAQs
This frequently asked questions segment will guide you through common scenarios that arise when getting started with Uptick.
- 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
- Classic Logbooks and Digital Logbooks
- Uptick vs Simpro Terminology
- View previous defect quotes on-site with the app
- What is a Yearly Condition Report?
- Everything about Cost Centres
- Multiple email templates for appointment notifications
- How do I handle flow tests in Uptick?
- How do I delete unwanted reports?
- How invoices work with billing cards
- I'm getting Google alerts about breached passwords - what does that mean?
- Can I credit invoices in Uptick?
- Payroll export of timesheets
- How do I handle partially approved defect quotes?
- Understanding defect quoting and suggested/replacement products
- How do I set the default template for defect and service quotes?
- Setting a contractor authorisation limit on a task
- Setting the scheduled price increase percentage correctly
- How do I manage an asset that has changed variant/type on a property?
- Are asset icons hosted on Locatrix?
- Can I have more than 1 login for 1 client portal?
- How I delete draft invoices?
- Accreditations - how do I manage inductions, site requirements, passwords and expiry dates?
- How do I invoice for items used on a task?
- How do I use the filters in Uptick and why would I use them?