# Uptick Help Center

> Welcome to the Uptick Help Centre

## Create Work - Tasks

- [Navigating the Redesigned Task Page](https://support.uptickhq.com/en/articles/15723055-navigating-the-redesigned-task-page.md): Tips and tricks to help navigate the redesigned task page
- [End to end office process - From creating a property to sending out an invoice](https://support.uptickhq.com/en/articles/6728276-end-to-end-office-process-from-creating-a-property-to-sending-out-an-invoice.md)
- [Understanding task status, task category and parts status](https://support.uptickhq.com/en/articles/6728279-understanding-task-status-task-category-and-parts-status.md): Guide to tracking job/work progress with task statuses, categories, and part statuses for efficient workflow and inventory management
- [Setup Service Level Agreement \(SLA\) Targets on Tasks](https://support.uptickhq.com/en/articles/8797621-setup-service-level-agreement-sla-targets-on-tasks.md): Set up SLA schemes, apply them to tasks, view SLA targets on the task list, and monitor SLAs on the realtime dashboard and report.
- [Understanding the SLA Report](https://support.uptickhq.com/en/articles/9771374-understanding-the-sla-report.md): Our SLA Report helps you measure your task performance against their service level agreements \(SLAs\).
- [Set authorisation limits on a task](https://support.uptickhq.com/en/articles/6728211-set-authorisation-limits-on-a-task.md): Set or edit the authorisation amount for field users and the contractor approval limit for subcontractors on a task.
- [Create an Inspection & Testing \(I&T\) Task](https://support.uptickhq.com/en/articles/6728326-create-an-inspection-testing-i-t-task.md): Learn how to generate tasks from your routine servicing so the right work is grouped together, your task list stays manageable, and each task includes the latest property, routine, and asset details.
- [Create a callout task](https://support.uptickhq.com/en/articles/8019185-create-a-callout-task.md): Learn how to create a callout task for a property, including the key details to enter and how to add an attendance fee so the task is ready for your team to complete and invoice.
- [Create a repair task](https://support.uptickhq.com/en/articles/8019198-create-a-repair-task.md): Learn how to create a repair task from an approved defect quote, including how to split approved items into multiple tasks when needed.
- [Add and remove actions on a task](https://support.uptickhq.com/en/articles/6728343-add-and-remove-actions-on-a-task.md): Create action groups and actions on a task, apply an action group template, and remove actions and action groups.
- [Add a note to a task](https://support.uptickhq.com/en/articles/10390573-add-a-note-to-a-task.md): Add or edit internal, invoice, contractor and technician notes inline in the Notes section of a task.
- [Best Practice for Managing Tasks](https://support.uptickhq.com/en/articles/12545761-best-practice-for-managing-tasks.md)
- [How to navigate and use the Scheduler efficiently](https://support.uptickhq.com/en/articles/10694831-how-to-navigate-and-use-the-scheduler-efficiently.md): Navigate the Scheduler area by area: the toolbar and settings, the task pane and filters, the calendar, and the route map.
- [Schedule tasks and send notifications](https://support.uptickhq.com/en/articles/10694119-schedule-tasks-and-send-notifications.md): Create appointments for tasks in the Scheduler, send appointment notifications, and create and schedule a task in one step.
- [Scheduling leave and other events](https://support.uptickhq.com/en/articles/7936352-scheduling-leave-and-other-events.md): Add leave, toolbox meetings, breaks and RDOs for field users in the Scheduler, including recurring events.
- [How to use the AI Scheduler](https://support.uptickhq.com/en/articles/11519953-how-to-use-the-ai-scheduler.md): Part of the New scheduler experience. See how the AI Scheduler books large volumes of tasks in one click, building efficient multi-appointment routes for technicians, and how to review, accept, and...
- [Forecast appointments for routine servicing](https://support.uptickhq.com/en/articles/7936460-forecast-appointments-for-routine-servicing.md): How to create a recurring appointment
- [Using the Geo Allocator to Assign Tasks to Rounds or Users](https://support.uptickhq.com/en/articles/6728375-using-the-geo-allocator-to-assign-tasks-to-rounds-or-users.md)
- [Assigning a Technician to a round](https://support.uptickhq.com/en/articles/6728367-assigning-a-technician-to-a-round.md): How to ensure your Rounds have technicians assigned to them.
- [Viewing a Particular Round](https://support.uptickhq.com/en/articles/6728355-viewing-a-particular-round.md)
- [Assign a user or a contractor to tasks](https://support.uptickhq.com/en/articles/8105682-assign-a-user-or-a-contractor-to-tasks.md): Assign technicians, contractors and the office assignee to a task individually, in bulk, or via the Geo-allocator.
- [How to manage unscheduled routines and re-attendance](https://support.uptickhq.com/en/articles/6728222-how-to-manage-unscheduled-routines-and-re-attendance.md): Apply unscheduled routines to a task and manage re-attendance for assets that couldn't be accessed during the initial visit.
- [Archive and unarchive tasks](https://support.uptickhq.com/en/articles/6728450-archive-and-unarchive-tasks.md): Archive and unarchive tasks individually or in bulk, and handle unbilled or stocked-product warnings.
- [A beginner's guide to managing Projects](https://support.uptickhq.com/en/articles/6728305-a-beginner-s-guide-to-managing-projects.md): Learn how to setup and maximise the Uptick Projects Module to manage your installations.
- [FAQ - Projects](https://support.uptickhq.com/en/articles/16184868-faq-projects.md): FAQs on Uptick Projects: why a project claim shows no percentage, value or line items to claim, and how to fix it by assigning sales quote line items to project tasks.
- [Project's Module Dependencies](https://support.uptickhq.com/en/articles/12695763-project-s-module-dependencies.md): Modules in Uptick that depend on Projects
- [Mobile App: View and manage appointments, leave and other events](https://support.uptickhq.com/en/articles/11006278-mobile-app-view-and-manage-appointments-leave-and-other-events.md): How to check and edit appointments for tasks and non-task events on iOS and Android
- [Mobile App: Create and perform a callout](https://support.uptickhq.com/en/articles/6728422-mobile-app-create-and-perform-a-callout.md): How to create and perform a callout task: complete fields, add remarks to the assets and use products on iOS and Android
- [How do I handle flow tests in Uptick?](https://support.uptickhq.com/en/articles/6728199-how-do-i-handle-flow-tests-in-uptick.md)
- [Troubleshooting Tasks](https://support.uptickhq.com/en/articles/15595491-troubleshooting-tasks.md): Resolve common task issues in Uptick — routine configuration, status transitions, bulk operations, field visibility, system errors, document management, and auto-close behaviour.
- [Consolidate tasks](https://support.uptickhq.com/en/articles/10660106-consolidate-tasks.md): Consolidate tasks under a parent task, undo consolidation, and invoice, report and quote across consolidated tasks.
- [Everything about Tags](https://support.uptickhq.com/en/articles/6728328-everything-about-tags.md)
- [Using Rounds for Task Management](https://support.uptickhq.com/en/articles/6728448-using-rounds-for-task-management.md)
- [FAQs - Creating Tasks](https://support.uptickhq.com/en/articles/10695099-faqs-creating-tasks.md): Frequently asked questions about creating and managing tasks: routine task splitting, creating tasks, managing new tasks, and the Work tab.
- [FAQs - Notes](https://support.uptickhq.com/en/articles/10389465-faqs-notes.md): Understand how notes work in Uptick — where to add them across tasks, defect quotes and service reports, the different note types \(timeline, internal, technician, contractor\), how internal notes ca...
- [FAQs - Scheduling](https://support.uptickhq.com/en/articles/10694246-faqs-scheduling.md): Scheduling FAQs: adding field users to the calendar, scheduling I&T routine tasks with recurring appointments, and bulk-reassigning appointments when a technician is off.
- [FAQ - Purchase Orders](https://support.uptickhq.com/en/articles/16535993-faq-purchase-orders.md): Answers to common questions on raising, tracking and billing Purchase Orders in Uptick.

## Perform Work - Mobile App & Tasks

- [Add a product to a task](https://support.uptickhq.com/en/articles/10419232-add-a-product-to-a-task.md): Add a product to a task as a charge on the Work tab.
- [Best Practice Guide: Managing Internal Notes](https://support.uptickhq.com/en/articles/12408248-best-practice-guide-managing-internal-notes.md): Add, view and understand how internal notes work across properties, tasks, quotes and reports, including how they carry over.
- [Reserve and pickup stock for tasks](https://support.uptickhq.com/en/articles/10716660-reserve-and-pickup-stock-for-tasks.md): Reserve warehouse stock for a task, confirm pickup of reserved stock, and transfer unused stock back to the warehouse.
- [Transfer and reserve stock for warehouses](https://support.uptickhq.com/en/articles/10716651-transfer-and-reserve-stock-for-warehouses.md): Manage products or inventory of materials in facility and van warehouses
- [How to track stock consumption and transactions](https://support.uptickhq.com/en/articles/10756621-how-to-track-stock-consumption-and-transactions.md)
- [Create a purchase order from a task](https://support.uptickhq.com/en/articles/10418107-create-a-purchase-order-from-a-task.md): Create a purchase order from a task, select the supplier, type and products, and review it before saving.
- [Purchase stock for a facility](https://support.uptickhq.com/en/articles/10449707-purchase-stock-for-a-facility.md): Build a warehouse purchase order for a facility warehouse
- [Get a purchase order approved and submitted to a supplier](https://support.uptickhq.com/en/articles/10427589-get-a-purchase-order-approved-and-submitted-to-a-supplier.md): Submit for review or approve a PO for materials, equipment or subcontracted work; and to submit it to a supplier
- [How to receive goods and add delivery dockets to a purchase order](https://support.uptickhq.com/en/articles/10427759-how-to-receive-goods-and-add-delivery-dockets-to-a-purchase-order.md): Record goods received on a PO for materials, equipment or subcontracted work
- [How to add a bill to a purchase order](https://support.uptickhq.com/en/articles/10427877-how-to-add-a-bill-to-a-purchase-order.md): Record a bill against a PO for materials, equipment or subcontracted work and sync it to the Accounting Partner
- [Understanding purchase order status](https://support.uptickhq.com/en/articles/10772292-understanding-purchase-order-status.md): Guide to tracking purchase order progress through statuses
- [FAQs - Purchase Orders](https://support.uptickhq.com/en/articles/10449668-faqs-purchase-orders.md): Frequently asked questions about purchase orders \(POs\), workflows and functionalities
- [Mobile App: Navigate the dashboard](https://support.uptickhq.com/en/articles/7325166-mobile-app-navigate-the-dashboard.md): How to view completed work, access Toolbox, overdue tasks, appointments, keys and equipment, and starred tasks on iOS and Android.
- [Mobile App: Use the toolbox](https://support.uptickhq.com/en/articles/7205866-mobile-app-use-the-toolbox.md): How to view access details and required products for upcoming tasks using the Toolbox on iOS and Android
- [Mobile App: Set up account and display preferences](https://support.uptickhq.com/en/articles/7325205-mobile-app-set-up-account-and-display-preferences.md): Update signature, account details, depot location, timezone and customise display preferences for task and asset tiles on iOS and Android
- [Mobile App: Overview of the task's tile](https://support.uptickhq.com/en/articles/7325190-mobile-app-overview-of-the-task-s-tile.md): How to interpret the task's tile for key details, star and make the task offline on iOS and Android
- [Mobile App: Navigate the Tasks tab](https://support.uptickhq.com/en/articles/7325181-mobile-app-navigate-the-tasks-tab.md): How to use the Tasks page, switch between List and Map views, and apply search, filters, and sorting on iOS and Android
- [Mobile App: Understand a task](https://support.uptickhq.com/en/articles/7208971-mobile-app-understand-a-task.md): How to understand the Task Tab on iOS and Android
- [Mobile App: Use Filters and Sorting](https://support.uptickhq.com/en/articles/6728425-mobile-app-use-filters-and-sorting.md): How to filter and sort tasks, assets and products on iOS and Androidn
- [Mobile App: Sign in and out](https://support.uptickhq.com/en/articles/7325202-mobile-app-sign-in-and-out.md): How to log in and out of the Workforce by Uptick app on iOS and Android
- [Mobile App: Access help and support](https://support.uptickhq.com/en/articles/7325242-mobile-app-access-help-and-support.md): How to open the Knowledge Base, view the Uptick Help Centre, and contact Support on iOS and Android
- [Mobile App: View a property](https://support.uptickhq.com/en/articles/6728424-mobile-app-view-a-property.md): How to access timeline, reports, forms, site and access details, including extra fields on a property on iOS and Android
- [Mobile App: Use the key and equipment register](https://support.uptickhq.com/en/articles/6958578-mobile-app-use-the-key-and-equipment-register.md): How to collect, return or track keys and equipment on iOS and Android
- [Mobile App: Service asset on I&T task](https://support.uptickhq.com/en/articles/10448560-mobile-app-service-asset-on-i-t-task.md): How to add equipment for servicing and to service existing assets on a routine task by providing Pass/Fail/No Test result on iOS and Android
- [Mobile App: Perform a repair task](https://support.uptickhq.com/en/articles/7209017-mobile-app-perform-a-repair-task.md): How to perform the repairs by resolving defects/remarks and marking products as used on iOS and Android
- [Mobile App: Perform major servicing](https://support.uptickhq.com/en/articles/6728417-mobile-app-perform-major-servicing.md)
- [Mobile App: Finalise the task and preview the service report](https://support.uptickhq.com/en/articles/7208992-mobile-app-finalise-the-task-and-preview-the-service-report.md): How to perform a job and review the client-facing service report on iOS and Android
- [Mobile App: Manage timesheets](https://support.uptickhq.com/en/articles/7225651-mobile-app-manage-timesheets.md): How to add, edit, and submit timesheets, including allowances and session details, using the Timesheets tab on iOS and Android
- [Mobile App: Find an asset on the property](https://support.uptickhq.com/en/articles/11085840-mobile-app-find-an-asset-on-the-property.md): How to find equipment on iOS and Android
- [Mobile App: Add or Update an Asset](https://support.uptickhq.com/en/articles/7225657-mobile-app-add-or-update-an-asset.md): How to add equipment on iOS and Android
- [Mobile App: Create, verify or resolve a remark for an asset](https://support.uptickhq.com/en/articles/10493694-mobile-app-create-verify-or-resolve-a-remark-for-an-asset.md): Report/confirm/close a defect on iOS and Android
- [Mobile App: Add photo & video to asset](https://support.uptickhq.com/en/articles/11117251-mobile-app-add-photo-video-to-asset.md): How to add an image to the asset on iOS and Android
- [Mobile App: Pass assets in bulk](https://support.uptickhq.com/en/articles/10536990-mobile-app-pass-assets-in-bulk.md): How to pass multiple equipments at once on iOS and Android
- [Mobile App: Use Floorplans](https://support.uptickhq.com/en/articles/11475713-mobile-app-use-floorplans.md): How to upload and edit a Floorplan, including creating, placing, and servicing assets directly from the Floorplan view on IOS and Android.
- [Mobile App: Add and use a product](https://support.uptickhq.com/en/articles/10472091-mobile-app-add-and-use-a-product.md): Apply a charge to a task on iOS and Android. How to use products, materials and labour on the app.
- [Mobile App: View and collect reserved stock for tasks and to restock the van](https://support.uptickhq.com/en/articles/8803472-mobile-app-view-and-collect-reserved-stock-for-tasks-and-to-restock-the-van.md): How to view and collect reserved stock for tasks and van restocks on iOS and Android
- [Mobile App: How to create a purchase order](https://support.uptickhq.com/en/articles/10452701-mobile-app-how-to-create-a-purchase-order.md): Generate a PO for materials and equipment on iOS and Android
- [Mobile App: How to submit a purchase order to a supplier](https://support.uptickhq.com/en/articles/10472080-mobile-app-how-to-submit-a-purchase-order-to-a-supplier.md): Provide, download or share a PO with a supplier on iOS and Android
- [Mobile App: How to receive goods on a purchase order](https://support.uptickhq.com/en/articles/10474642-mobile-app-how-to-receive-goods-on-a-purchase-order.md): Record goods received on a PO on iOS and Android
- [Mobile App: Add Technician notes](https://support.uptickhq.com/en/articles/8694770-mobile-app-add-technician-notes.md): How to record extra job details using technician notes on iOS and Android
- [Mobile App: Collect a client signature](https://support.uptickhq.com/en/articles/10659897-mobile-app-collect-a-client-signature.md): How to collect a signature of the customer or onsite manager on iOS and Android
- [Mobile App: Add a logbook entry](https://support.uptickhq.com/en/articles/7209057-mobile-app-add-a-logbook-entry.md): How to create a logbook and attach a photo of the physical logbook on iOS and Android
- [Mobile App: Attach Barcodes, QR Codes and bSecure Stickers](https://support.uptickhq.com/en/articles/6728311-mobile-app-attach-barcodes-qr-codes-and-bsecure-stickers.md): How to attach Barcodes, QR Codes and bSecure to assets, properties and logbooks on iOS and Android
- [FAQs - Barcodes, QR codes, and bSecure](https://support.uptickhq.com/en/articles/10278008-faqs-barcodes-qr-codes-and-bsecure.md): Frequently asked questions about barcodes, QR codes and bSecure and how to order bSecure
- [Mobile App: FAQs](https://support.uptickhq.com/en/articles/6728427-mobile-app-faqs.md): Frequently asked questions about navigation, troubleshooting, tasks and properties on iOS and Android
- [Uptick Mobile App: Troubleshooting Guide](https://support.uptickhq.com/en/articles/15610244-uptick-mobile-app-troubleshooting-guide.md): Step-by-step troubleshooting for the most common Uptick mobile app issues on iOS and Android — login, sync, crashes, photos, tasks, and more.

## Close Work - Reports, Invoices & Task Completion

- [Manage timesheets for your field team](https://support.uptickhq.com/en/articles/6728321-manage-timesheets-for-your-field-team.md): Create, submit, approve and restore timesheet sessions from the task or the Timesheets page, manage allowances, and export for payroll.
- [Set up overdue invoice reminders](https://support.uptickhq.com/en/articles/13381797-set-up-overdue-invoice-reminders.md): How to set up and troubleshoot automatic and manual overdue invoice reminders
- [Understanding the task profitability window](https://support.uptickhq.com/en/articles/6728176-understanding-the-task-profitability-window.md)
- [Manage the work tab of the task](https://support.uptickhq.com/en/articles/6728292-manage-the-work-tab-of-the-task.md): Understand and manage the Work tab of the task: add and service charges, repairs, maintenance service tasks, as well as changing the product to be billable.
- [Create a report](https://support.uptickhq.com/en/articles/6728337-create-a-report.md): Create task, property and external reports, and edit, delete, archive, download or regenerate them.
- [Understanding Expected and Available Reports](https://support.uptickhq.com/en/articles/8897771-understanding-expected-and-available-reports.md): Learn what makes certain report types to appear as expected or available
- [What is a Yearly Condition Report?](https://support.uptickhq.com/en/articles/6728193-what-is-a-yearly-condition-report.md)
- [Occupier Statement Process](https://support.uptickhq.com/en/articles/9423137-occupier-statement-process.md): Learn about the settings, ESM configuration, and property details that populate the Queensland occupier statement
- [The AFSS process](https://support.uptickhq.com/en/articles/6728256-the-afss-process.md)
- [AESMR Process](https://support.uptickhq.com/en/articles/6728243-aesmr-process.md)
- [The 12A and BWOF Process](https://support.uptickhq.com/en/articles/6728166-the-12a-and-bwof-process.md): Learn how to set up and generate annual certifications for New Zealand standards \(BWOF and 12A\).
- [Understanding invoice status](https://support.uptickhq.com/en/articles/6728171-understanding-invoice-status.md): Track the progress of the invoices
- [Draft and send an invoice from a task](https://support.uptickhq.com/en/articles/8029839-draft-and-send-an-invoice-from-a-task.md): Create and dispatch an invoice from a task using the Recommended or Manual Invoice Review workflow, attach a billing card, and customise invoice descriptions.
- [Raise and manage credit note for invoice](https://support.uptickhq.com/en/articles/9177312-raise-and-manage-credit-note-for-invoice.md): Raise a credit note against an invoice, locate credit notes, download the amended invoice, and remove a credit note.
- [How to create a deposit, progress claim or retention claim for a project](https://support.uptickhq.com/en/articles/12298970-how-to-create-a-deposit-progress-claim-or-retention-claim-for-a-project.md)
- [How to Set Up and Manage Monitoring Contracts](https://support.uptickhq.com/en/articles/15926855-how-to-set-up-and-manage-monitoring-contracts.md)
- [How to send emails to a client](https://support.uptickhq.com/en/articles/6728470-how-to-send-emails-to-a-client.md): Dispatch reports, quotes, invoices and attachments to a client from a task, understand how dispatch works, and send bulk emails from the task list.
- [Dispatching in Uptick](https://support.uptickhq.com/en/articles/16755830-dispatching-in-uptick.md): Dispatch sends reports, invoices, defect quotes, forms and other task documents to a client in one action, drafting the emails, updating your accounting partner and closing the task.
- [Everything about Emails and Correspondence](https://support.uptickhq.com/en/articles/6728395-everything-about-emails-and-correspondence.md)
- [Troubleshooting - Reports](https://support.uptickhq.com/en/articles/12395795-troubleshooting-reports.md): Troubleshoot reports in Uptick: missing or invisible reports, asset-type-specific reports, deleting or inactivating reports, missing photos, and missing report content.
- [How can I manually add, edit and ensure the visibility of task photos in reports on Uptick?](https://support.uptickhq.com/en/articles/12346116-how-can-i-manually-add-edit-and-ensure-the-visibility-of-task-photos-in-reports-on-uptick.md)
- [FAQs - Closing Tasks](https://support.uptickhq.com/en/articles/11045458-faqs-closing-tasks.md): Frequently asked questions about reviewing performed tasks, the Re-apply sub-tasks button, the Work tab, and dispatching and closing tasks.
- [FAQs - Invoicing](https://support.uptickhq.com/en/articles/6728347-faqs-invoicing.md): Frequently asked questions about invoicing in Uptick: creating invoices, consolidated invoicing, editing/voiding, syncing with accounting partners, descriptions, reminders and troubleshooting.
- [FAQs - Emails & Correspondence](https://support.uptickhq.com/en/articles/12286322-faqs-emails-correspondence.md): Answers on emails and correspondence in Uptick: why dispatch of tasks, invoices and reports fails, where to add email addresses, attachment size limits, removing email drafts, merged or duplicate e...
- [Who gets emailed invoices, reports and quotes?](https://support.uptickhq.com/en/articles/6728322-who-gets-emailed-invoices-reports-and-quotes.md)
- [FAQs - Annual Certifications](https://support.uptickhq.com/en/articles/11424439-faqs-annual-certifications.md)
- [Troubleshooting Invoices](https://support.uptickhq.com/en/articles/15595258-troubleshooting-invoices.md): A guide to resolving common invoice issues in Uptick, including dispatch failures, timeout errors, incorrect tax, and sync problems with your accounting partner.
- [Troubleshooting Labour](https://support.uptickhq.com/en/articles/15653311-troubleshooting-labour.md): This guide covers the most common troubleshooting scenarios for labour, timesheets, and the relevant profitability.

## Getting Started

- [Uptick Glossary](https://support.uptickhq.com/en/articles/6728352-uptick-glossary.md)
- [Understanding Your Data Structure in Uptick](https://support.uptickhq.com/en/articles/14252207-understanding-your-data-structure-in-uptick.md)
- [Workflow diagrams in Uptick](https://support.uptickhq.com/en/articles/16591450-workflow-diagrams-in-uptick.md): A collection of workflow diagrams of common processes completed. You can download the pdf or view the interactive version to see the connection points.
- [US | Uptick Benefits for End Users](https://support.uptickhq.com/en/articles/11735978-us-uptick-benefits-for-end-users.md)
- [UK | Uptick Benefits for End Users](https://support.uptickhq.com/en/articles/11735316-uk-uptick-benefits-for-end-users.md)
- [ANZ | Uptick Benefits for End Users](https://support.uptickhq.com/en/articles/11735094-anz-uptick-benefits-for-end-users.md)
- [Onboarding Training Structure UK \(Show & Tell included\)](https://support.uptickhq.com/en/articles/10110607-onboarding-training-structure-uk-show-tell-included.md)
- [Cohort Onboarding Training Structure UK](https://support.uptickhq.com/en/articles/11632507-cohort-onboarding-training-structure-uk.md)
- [North American Onboarding Training Structure](https://support.uptickhq.com/en/articles/9057622-north-american-onboarding-training-structure.md): Your step-by-step learning guide
- [Configuration Call](https://support.uptickhq.com/en/articles/10115618-configuration-call.md): The Configuration call is completed with your Onboarding Manager as part of your Onboard Journey with Uptick.
- [The Success Playbook](https://support.uptickhq.com/en/articles/11993151-the-success-playbook.md): Join our Customer Success team as they guide you through key parts of the Uptick platform: from best practices, advanced workflows and tips.
- [Handbooks](https://support.uptickhq.com/en/articles/13139454-handbooks.md): Download a PDF instruction booklet to print for your office \(Desk\) and field \(Mobile App\) team
- [UK HyperCare Webinars Agenda](https://support.uptickhq.com/en/articles/13296945-uk-hypercare-webinars-agenda.md): During your first week of going live in Uptick, you will be required to attend three HyperCare webinars. These sessions are designed to support you by highlighting the key areas of Uptick you shoul...
- [ANZ Onboarding Training Structure 2026](https://support.uptickhq.com/en/articles/13009421-anz-onboarding-training-structure-2026.md)
- [How to use Obi - Uptick's AI Onboarding Assistant](https://support.uptickhq.com/en/articles/14318277-how-to-use-obi-uptick-s-ai-onboarding-assistant.md)
- [Set up your user profile](https://support.uptickhq.com/en/articles/6728229-set-up-your-user-profile.md): How to update your account details, timezone, mobile, signature, depot location and to reset and change password
- [Browser and System Requirements for Uptick Web Platform](https://support.uptickhq.com/en/articles/7916628-browser-and-system-requirements-for-uptick-web-platform.md): Learn what browsers and computer specifications you need to access Uptick's web platform.
- [What mobile devices are supported?](https://support.uptickhq.com/en/articles/8707669-what-mobile-devices-are-supported.md): The Uptick Workforce app supports a range of mobile devices with specific minimum operating system requirements to ensure optimal performance.
- [How to Use Filters on the Uptick Web Platform](https://support.uptickhq.com/en/articles/6728220-how-to-use-filters-on-the-uptick-web-platform.md)
- [How to Set Up Favourites in Uptick](https://support.uptickhq.com/en/articles/6728460-how-to-set-up-favourites-in-uptick.md)
- [Performing Bulk Actions](https://support.uptickhq.com/en/articles/6971879-performing-bulk-actions.md): How bulk adjustments can be made across various sections in Uptick
- [How to Find ID Numbers in Uptick](https://support.uptickhq.com/en/articles/6955212-how-to-find-id-numbers-in-uptick.md)
- [Understanding the Timeline](https://support.uptickhq.com/en/articles/6728397-understanding-the-timeline.md)
- [Uptick Keyboard Shortcuts](https://support.uptickhq.com/en/articles/6958608-uptick-keyboard-shortcuts.md): Speed up your work in Uptick with keyboard shortcuts. These quick commands help you navigate faster and save time on common tasks.
- [Navigate the main dashboard](https://support.uptickhq.com/en/articles/13740677-navigate-the-main-dashboard.md)
- [Retirement of FireMate Desktop and the final export](https://support.uptickhq.com/en/articles/11160905-retirement-of-firemate-desktop-and-the-final-export.md): What data can be extracted from my FireMate database?
- [Uptick vs Cash Terminology](https://support.uptickhq.com/en/articles/6967303-uptick-vs-cash-terminology.md): Making the switch from CASH to Uptick? This guide will help you translate familiar CASH terms into Uptick language, making your transition smoother and faster.
- [Uptick vs Firemate Terminology](https://support.uptickhq.com/en/articles/6728281-uptick-vs-firemate-terminology.md)
- [Uptick vs Simpro Terminology](https://support.uptickhq.com/en/articles/6728189-uptick-vs-simpro-terminology.md): Transitioning from simPRO to Uptick? This guide will help you understand how simPRO terminology maps to Uptick, making your migration smoother and helping your team get up to speed quickly.
- [ANZ | Webinars](https://support.uptickhq.com/en/articles/10479608-anz-webinars.md): Find a recording of our latest webinars
- [UK & Ireland | Webinars](https://support.uptickhq.com/en/articles/10473177-uk-ireland-webinars.md): Find a recording of our latest webinars
- [NA | Webinars](https://support.uptickhq.com/en/articles/10509749-na-webinars.md): Find a recording of our latest webinars

## Configuration & Setup

- [Control Panel Settings Guide](https://support.uptickhq.com/en/articles/6728248-control-panel-settings-guide.md)
- [Automated SMS notification for client](https://support.uptickhq.com/en/articles/12838771-automated-sms-notification-for-client.md): Enhance transparency and reduce repeat visits with automated SMS alerts-including on-my-way notifications, and critical defect notices—keeping clients informed and ready to approve work quickly.
- [How to Manage Extinguishers](https://support.uptickhq.com/en/articles/15950589-how-to-manage-extinguishers.md)
- [Set up Company profile](https://support.uptickhq.com/en/articles/6728380-set-up-company-profile.md): How to set up the company profile, including logos, contact details and system notification email
- [Set Up and Manage Branches](https://support.uptickhq.com/en/articles/6728344-set-up-and-manage-branches.md): Organize your business by location or business unit
- [Set up Service Group](https://support.uptickhq.com/en/articles/6728338-set-up-service-group.md): How to create and manage service groups to trade areas or skillsets
- [Set up cost centres](https://support.uptickhq.com/en/articles/6728197-set-up-cost-centres.md): How to create and update cost centres to track income and expenses in your accounting partner with more precision
- [Set Up and Manage Zones](https://support.uptickhq.com/en/articles/6728259-set-up-and-manage-zones.md)
- [Manage Knowledge Base](https://support.uptickhq.com/en/articles/6728309-manage-knowledge-base.md): Create an internal wiki to store company procedures, standards, and reference materials that your entire team can access.
- [Best Practices for Financial Reporting Structures](https://support.uptickhq.com/en/articles/14492637-best-practices-for-financial-reporting-structures.md)
- [Configure Labour settings](https://support.uptickhq.com/en/articles/10992011-configure-labour-settings.md): How to configure Allowances, Business Hours, Individual rates, Rate Multipliers, Task session types and Timesheets in the Control Panel
- [Configure Customers & Contractors settings](https://support.uptickhq.com/en/articles/15550491-configure-customers-contractors-settings.md): How to configure Clients, Properties, Customer Portal, Contractors and Contractor Portal Settings
- [Configure Work & Scheduling Settings](https://support.uptickhq.com/en/articles/15584735-configure-work-scheduling-settings.md): How to configure Tasks, Routines, Service Groups, Appointments, Projects, Actions, Prompts and Zones settings
- [Configure Quoting, Billing & Stock Settings](https://support.uptickhq.com/en/articles/15584948-configure-quoting-billing-stock-settings.md): How to configure Invoicing, Sales Quoting, Defect Quoting, Warehouses, Cost Centres, Purchase Orders and Rate Multipliers settings.
- [Configure Security & Access Settings](https://support.uptickhq.com/en/articles/15585015-configure-security-access-settings.md): How to configure Security Groups, Single Sign-On, Account Device Audit and System Log settings.
- [Create and manage a user](https://support.uptickhq.com/en/articles/6728353-create-and-manage-a-user.md): Add, manage and deactivate a user \(Desk, Field, Contractor or Customer\)
- [Permissions and Security Groups](https://support.uptickhq.com/en/articles/8888243-permissions-and-security-groups.md): Control who can access what in Uptick by managing security groups and permissions.
- [License Manager](https://support.uptickhq.com/en/articles/6728436-license-manager.md)
- [Desk vs Field Licenses: Choosing the Right License for Your Team](https://support.uptickhq.com/en/articles/6954669-desk-vs-field-licenses-choosing-the-right-license-for-your-team.md)
- [Understanding Timesheet Licenses: A Cost-Effective Solution for Time Tracking](https://support.uptickhq.com/en/articles/12618493-understanding-timesheet-licenses-a-cost-effective-solution-for-time-tracking.md)
- [How to create a supplier](https://support.uptickhq.com/en/articles/8169540-how-to-create-a-supplier.md): Set up a supplier and link it to the Accounting Partner
- [Setting up Single Sign-On \(SSO\) in Uptick](https://support.uptickhq.com/en/articles/6728195-setting-up-single-sign-on-sso-in-uptick.md)
- [Understanding the People Section in Uptick](https://support.uptickhq.com/en/articles/6728261-understanding-the-people-section-in-uptick.md)
- [Create and manage clients](https://support.uptickhq.com/en/articles/6728341-create-and-manage-clients.md): How to set up a customer, create Billing card, invite client to the Customer Portal and import clients via Uptick CSV Importer
- [Create and manage client groups](https://support.uptickhq.com/en/articles/7901642-create-and-manage-client-groups.md): How to add and update client groups and parent client groups for customers, assign them to the group and invite to Customer Portal
- [Create and update a property](https://support.uptickhq.com/en/articles/6728398-create-and-update-a-property.md): How to add or edit a property/site record with address, client, and billing details in Uptick. How to create a property
- [Set up contacts against properties](https://support.uptickhq.com/en/articles/6728413-set-up-contacts-against-properties.md): Add or edit site contacts and choose who receives invoices, quotes, reports, and appointment notifications
- [Best Practice for Managing Properties in Uptick](https://support.uptickhq.com/en/articles/12545739-best-practice-for-managing-properties-in-uptick.md)
- [Validating Property Addresses](https://support.uptickhq.com/en/articles/6728345-validating-property-addresses.md)
- [Managing Properties with Multiple Tenancies](https://support.uptickhq.com/en/articles/6728194-managing-properties-with-multiple-tenancies.md)
- [Parent/Child Tasks and Properties](https://support.uptickhq.com/en/articles/6728307-parent-child-tasks-and-properties.md): How to link parent and child tasks and parent and child properties in Uptick — so you can invoice, dispatch or report from one parent task, and group related properties under one parent.
- [Managing Files and Folders in Uptick](https://support.uptickhq.com/en/articles/6728301-managing-files-and-folders-in-uptick.md): Folders allow you to upload files and documents against properties and tasks. You can also delete, rename, and move documents in existing folders. To manage these, simply click on the Documents tab...
- [How to set up default document folders in your documents section](https://support.uptickhq.com/en/articles/8185024-how-to-set-up-default-document-folders-in-your-documents-section.md): How to set up default folders in your documents section on tasks, properties and sales quotes.
- [FAQs - Clients and Client groups](https://support.uptickhq.com/en/articles/6728169-faqs-clients-and-client-groups.md): FAQs on clients and client groups: structuring large clients with parent client groups, Customer Portal access, client group nesting limits, bulk-updating client details via CSV importer, bulk emai...
- [Client, Property & Billing Contract's Module Dependencies](https://support.uptickhq.com/en/articles/12695064-client-property-billing-contract-s-module-dependencies.md): Modules in Uptick that depend on Clients, Properties & Billing Contracts
- [Manage Property Schedules](https://support.uptickhq.com/en/articles/6728378-manage-property-schedules.md)
- [Share Documents with Clients via the Customer Portal](https://support.uptickhq.com/en/articles/6728265-share-documents-with-clients-via-the-customer-portal.md): Share property and client documents securely with your clients through the Customer Portal using public folders.
- [Create and manage asset types](https://support.uptickhq.com/en/articles/6728399-create-and-manage-asset-types.md): How to create and manage asset types, asset specific remark types and variants
- [Add asset to a property](https://support.uptickhq.com/en/articles/6728340-add-asset-to-a-property.md): How to record and edit equipment/asset against a property with key details like type, variant, location, barcode, and base date
- [Set up Essential Safety Measures \(ESMs\)](https://support.uptickhq.com/en/articles/6728310-set-up-essential-safety-measures-esms.md): How to set up and manage ESM types, configure presets, add ESMs to a property
- [FAQs - Assets](https://support.uptickhq.com/en/articles/6728178-faqs-assets.md): FAQs about Uptick assets: asset vs asset type vs variant, base date vs install date, walk order, internal reference sequencing, automatic labelling, sequence groups, moving and retiring assets, com...
- [Set Up and Use Floorplans](https://support.uptickhq.com/en/articles/6728472-set-up-and-use-floorplans.md)
- [FAQs - Floorplans](https://support.uptickhq.com/en/articles/6728234-faqs-floorplans.md): Learn how to manage floorplans and block plans in Uptick by creating each plan as an asset against the property, setting up a "Block Plans" asset type, recording details and remarks, and configurin...
- [FAQs - Asset Types](https://support.uptickhq.com/en/articles/15374541-faqs-asset-types.md): Asset Types FAQs for Uptick: where to find and manage asset variants, why new variants may not show in the technician app, using serial numbers in automatic asset label patterns, and why floorplan ...
- [Troubleshooting Asset Records](https://support.uptickhq.com/en/articles/15595453-troubleshooting-asset-records.md): Resolve common asset record issues in Uptick — including assets missing from tasks, bulk import errors, transfer problems, prompt questions, and archived asset management.
- [Create and manage products and pricing](https://support.uptickhq.com/en/articles/6728409-create-and-manage-products-and-pricing.md): Create, price and manage products in Uptick: add products and unit prices, update or deactivate them, add product photos, bulk-import via CSV, and learn how Description and Unit Description differ.
- [Create and manage a price book](https://support.uptickhq.com/en/articles/6728384-create-and-manage-a-price-book.md): How to manage custom pricing for products and rates by creating, updating, and assigning price books to clients or properties
- [Create labour and subcontracted rates](https://support.uptickhq.com/en/articles/6728304-create-labour-and-subcontracted-rates.md): Set up and manage a labour and subcontracted rates, including attendance/callout fees
- [Attendance Fee Products for Callout Tasks](https://support.uptickhq.com/en/articles/8019173-attendance-fee-products-for-callout-tasks.md): Learn how to set up attendance fee products in your Labour rates so callout fees are added automatically when you create a callout task, ready for invoicing.
- [FAQs - Labour Rates](https://support.uptickhq.com/en/articles/6728206-faqs-labour-rates.md): Frequently asked about labour and subcontracted rates, including attendance/callout fees
- [Create and assign a billing card](https://support.uptickhq.com/en/articles/6728333-create-and-assign-a-billing-card.md): Billing cards store your client’s billing details and are required for invoicing in Uptick. Learn how to create a billing card, sync it with your accounting system, and assign it to the right clien...
- [How to manage billing contracts](https://support.uptickhq.com/en/articles/6728277-how-to-manage-billing-contracts.md): Learn how to set up and manage billing contracts in Uptick, including creating contracts, copying them across properties, deactivating old ones, and applying bulk price increases to keep invoicing ...
- [Set up Fixed billing contracts](https://support.uptickhq.com/en/articles/7969372-set-up-fixed-billing-contracts.md): Set up Fixed billing contracts to charge flat fees on a monthly, quarterly, half-yearly or annual schedule. This guide covers recurrence, start and first invoice dates, price increases, line items,...
- [Set up Do&Charge billing contracts](https://support.uptickhq.com/en/articles/7969389-set-up-do-charge-billing-contracts.md): Learn how to set up a Do & Charge billing contract to bill maintenance work per asset or per visit, either individually or in bulk using the CSV importer.
- [Invoice fixed billing contracts](https://support.uptickhq.com/en/articles/8029947-invoice-fixed-billing-contracts.md): Learn how to create and send recurring invoices for fixed billing contracts, including when to draft invoices for review or send them automatically in bulk.
- [FAQs - Billing Cards](https://support.uptickhq.com/en/articles/6728241-faqs-billing-cards.md): Frequently asked questions on billing cards
- [FAQs - Billing contracts](https://support.uptickhq.com/en/articles/6728212-faqs-billing-contracts.md): Billing Contracts FAQs: bulk price increases and Price Increase Policy, contracts stuck in processing, the 'All' line item, changing Fixed vs Do & Charge type, notifying clients of price increases,...
- [Create or update standards, routine service types and levels](https://support.uptickhq.com/en/articles/6728257-create-or-update-standards-routine-service-types-and-levels.md): How to add and manage standards, routine service type and routine service level types
- [Add routine to a property](https://support.uptickhq.com/en/articles/6728458-add-routine-to-a-property.md): How to add routine maintenance schedules to a property, understand the Routines grid, edit service levels and technicians, set estimated durations, and import routines in bulk via CSV.
- [Manage routine services and levels in bulk](https://support.uptickhq.com/en/articles/8662297-manage-routine-services-and-levels-in-bulk.md): How to edit Annual Test Date, Start Date, End Date, Service Group, Contractor and Estimated Duration fields for services and levels in bulk
- [Set up Prompt Sets and Questions](https://support.uptickhq.com/en/articles/6728278-set-up-prompt-sets-and-questions.md): Create prompt sets and questions to guide technicians through compliant servicing, set servicing frequencies, and set up task-based prompt sets that are answered once for a task.
- [Set Up Partial Servicing \(20% Detector Testing, Red/Green/Blue Testing\)](https://support.uptickhq.com/en/articles/6728251-set-up-partial-servicing-20-detector-testing-red-green-blue-testing.md)
- [How to set up estimated duration and have it automatically apply](https://support.uptickhq.com/en/articles/6728268-how-to-set-up-estimated-duration-and-have-it-automatically-apply.md): How to setup estimated duration on routines and on products.
- [FAQs - Routines](https://support.uptickhq.com/en/articles/6728323-faqs-routines.md): Routines FAQs for Uptick: annual and start dates, routine scheduling, calendar colours and tolerances, I&T task generation and splitting, subcontracted routines, exporting routine data, and fixing ...
- [FAQs - Routine Types](https://support.uptickhq.com/en/articles/10991968-faqs-routine-types.md): Frequently asked questions on routine service types and routine service level types
- [Set up Non-Contracted Servicing](https://support.uptickhq.com/en/articles/6728186-set-up-non-contracted-servicing.md): How to set up and use in-contract and non-contracted Asset-Based levels for major servicing of assets, and how to quote from the Non-Contracted Servicing Dashboard
- [FAQ - Non-Contracted Servicing](https://support.uptickhq.com/en/articles/6728224-faq-non-contracted-servicing.md): FAQs on non-contracted major servicing: asset-based servicing and Base Dates, why assets may be missing from the Non-Contracted Servicing Dashboard, the base date warning, setting product per varia...
- [FAQs - Prompt Sets](https://support.uptickhq.com/en/articles/8584729-faqs-prompt-sets.md): Troubleshooting why prompt sets and prompt questions aren't showing on a task in Uptick: Control Panel setup \(service level, asset type, routine service type, standard\), the task Work tab, and non-...
- [Assign field users or contractors to routine maintenance](https://support.uptickhq.com/en/articles/6728346-assign-field-users-or-contractors-to-routine-maintenance.md): Assign field users \(default technicians\) to service groups, and contractors or subcontractors to routine services or service levels — on a property, in bulk, or via the default technician allocator.
- [Non-Contracted Servicing Module Dependencies](https://support.uptickhq.com/en/articles/12695299-non-contracted-servicing-module-dependencies.md): Modules in Uptick that depend on Non-Contracted Servicing
- [How to import prompt questions](https://support.uptickhq.com/en/articles/13747629-how-to-import-prompt-questions.md)
- [Understanding remark status, event and severity](https://support.uptickhq.com/en/articles/11129567-understanding-remark-status-event-and-severity.md): Guide to a remark's compliance status and quote status \(e.g. Open, Needs Quoting, Owner Responsible\), plus remark events \(e.g. Verified\) and severities \(e.g. Non-Conformance\).
- [Create and manage remark types](https://support.uptickhq.com/en/articles/6728249-create-and-manage-remark-types.md): How to add, edit and update global and asset-specific remark types to streamline recording of defects and recommendations during inspections
- [How to Set Up and Use Replace Now on remarks](https://support.uptickhq.com/en/articles/6728274-how-to-set-up-and-use-replace-now-on-remarks.md)
- [Managing Remarks](https://support.uptickhq.com/en/articles/6728170-managing-remarks.md): How to view all remarks/defects, reinstate a remark and manage before and after photo of a remark
- [FAQs - Remarks and Remark Types](https://support.uptickhq.com/en/articles/6728446-faqs-remarks-and-remark-types.md): Remarks and Remark Types FAQs for Uptick: remark vs defect, unpublished remark status and the Customer Portal, why global remark types appear for every asset, and owner responsible remarks and rema...
- [Set up report type](https://support.uptickhq.com/en/articles/6728362-set-up-report-type.md): How to create report types, link them to document templates and manage context, inclusion/exclusion and failure criteria
- [Managing and Editing Document Templates](https://support.uptickhq.com/en/articles/12407894-managing-and-editing-document-templates.md)
- [Manage email templates](https://support.uptickhq.com/en/articles/6728374-manage-email-templates.md): How to set default name, reply-to email, edit email templates and embed images
- [Manage Dynamic forms](https://support.uptickhq.com/en/articles/9464007-manage-dynamic-forms.md): How to add a take 5 form, create or edit dynamic forms and embed images
- [Create forms using Forms V2](https://support.uptickhq.com/en/articles/9329339-create-forms-using-forms-v2.md): How to create, customise, and manage Joyfill/Forms V2 forms
- [Forms V2 form Builder overview](https://support.uptickhq.com/en/articles/9784874-forms-v2-form-builder-overview.md): Learn how to use the Forms V2 \(Joyfill\) form builder to style fields, add elements, set conditions, and automatically prefill fields.
- [How to Mark Up a Dynamic Form for a Change Request](https://support.uptickhq.com/en/articles/8610821-how-to-mark-up-a-dynamic-form-for-a-change-request.md): This article shows users how to mark up a template or form to submit to the Uptick Professional Services Team
- [FAQs - Document and Email templates](https://support.uptickhq.com/en/articles/6728227-faqs-document-and-email-templates.md): Frequently asked questions about document and email templates
- [FAQs - Forms V2](https://support.uptickhq.com/en/articles/11159839-faqs-forms-v2.md): Forms V2 FAQs: how accreditations are prioritised and prefilled on forms, why an accreditation may not populate, and troubleshooting conditional logic, field syncing, and show/hide conditions in th...
- [Understanding and Configuring the 2026 Service Report](https://support.uptickhq.com/en/articles/12980165-understanding-and-configuring-the-2026-service-report.md)
- [Troubleshooting Templates](https://support.uptickhq.com/en/articles/15595594-troubleshooting-templates.md): Resolve common template issues in Uptick — email bounce failures, document template, default template settings, dynamic forms, and action groups.
- [Set up extra field](https://support.uptickhq.com/en/articles/6728445-set-up-extra-field.md): How to add and manage extra fields for additional data, including restricting visibility using License or Data Conditions
- [Create an action group template and set it to auto-apply to tasks](https://support.uptickhq.com/en/articles/8217688-create-an-action-group-template-and-set-it-to-auto-apply-to-tasks.md): Build action group templates, add actions \(checkbox, form, prompt set, report type, URL\), and auto-apply them to tasks based on conditions.
- [Set up products for stock management](https://support.uptickhq.com/en/articles/10716644-set-up-products-for-stock-management.md): Mark materials as Stocked and set minimum restock levels to manage inventory in warehouses
- [Setup a warehouse](https://support.uptickhq.com/en/articles/10582521-setup-a-warehouse.md): How to create, edit and update a facility or a van warehouse
- [Complete a stocktake and make stock adjustments](https://support.uptickhq.com/en/articles/10716740-complete-a-stocktake-and-make-stock-adjustments.md): Submit and approve stock adjustments for material products
- [FAQs - Stock Management](https://support.uptickhq.com/en/articles/10716775-faqs-stock-management.md): Frequently asked questions about warehouses and stock
- [Stock & Warehouse's Module Dependencies](https://support.uptickhq.com/en/articles/12694970-stock-warehouse-s-module-dependencies.md): How Inventory Management Integrates with Other Uptick Features
- [Create, invite and manage a contractor](https://support.uptickhq.com/en/articles/6728387-create-invite-and-manage-a-contractor.md): Add, invite, edit contractors and manage subcontracted tasks
- [Contractor Portal vs Contractor App: Choosing the Right Solution for Your Subcontractors](https://support.uptickhq.com/en/articles/12407636-contractor-portal-vs-contractor-app-choosing-the-right-solution-for-your-subcontractors.md)
- [Accounting integrations in Uptick](https://support.uptickhq.com/en/articles/6728192-accounting-integrations-in-uptick.md): How to connect Xero, MYOB Business, Business Central, QuickBooks Online, and Sage 50 with Uptick and select Partner Syncs options
- [Locatrix integration](https://support.uptickhq.com/en/articles/6728177-locatrix-integration.md)
- [Integrating Uptick with other software platforms](https://support.uptickhq.com/en/articles/10136345-integrating-uptick-with-other-software-platforms.md): Integrations API integration API
- [FAQs - Accounting Integrations](https://support.uptickhq.com/en/articles/6728255-faqs-accounting-integrations.md): FAQs on Uptick accounting integrations: syncing data, invoices, tax codes and token errors, plus platform-specific help for Xero, MYOB Business, QuickBooks Online, QuickBooks Desktop, Business Cent...
- [Setup the Compliance Engine - Brycer Integration](https://support.uptickhq.com/en/articles/13338079-setup-the-compliance-engine-brycer-integration.md): Use the Brycer / The Compliance Engine \(TCE\) integration to submit fire safety inspection reports directly from Uptick to the Authority Having Jurisdiction \(AHJ\). Covers setup, property linking, re...
- [Troubleshooting Accounting Integration Issues](https://support.uptickhq.com/en/articles/15585374-troubleshooting-accounting-integration-issues.md): Step-by-step troubleshooting for common accounting integration issues in Uptick, covering billing cards, invoices, suppliers, purchase orders, and sync errors.
- [Why accounting platforms are the source of truth](https://support.uptickhq.com/en/articles/16611283-why-accounting-platforms-are-the-source-of-truth.md): If you've ever wondered why Uptick pushes invoices and financial records to your accounting system rather than trying to be a standalone financial ledger itself, this article explains the thinking ...
- [Uptick Modules & Extensions: Grow Your Business](https://support.uptickhq.com/en/articles/6728444-uptick-modules-extensions-grow-your-business.md)
- [Turn on experimental features in Labs](https://support.uptickhq.com/en/articles/15999812-turn-on-experimental-features-in-labs.md): Turn experimental features on early — for just yourself or your whole organisation — from the Labs page, and turn them back off any time.
- [The Equipment/Key Register](https://support.uptickhq.com/en/articles/6728396-the-equipment-key-register.md)
- [Logbooks in Uptick: Classic and Digital](https://support.uptickhq.com/en/articles/6728188-logbooks-in-uptick-classic-and-digital.md)
- [Set up logbooks](https://support.uptickhq.com/en/articles/6728389-set-up-logbooks.md): How to create logbook types, view the logbooks on the task and on the property and manage logbook entries
- [Contractor Signoffs Module](https://support.uptickhq.com/en/articles/6728315-contractor-signoffs-module.md)
- [Set Up and Use Rectifications](https://support.uptickhq.com/en/articles/6728351-set-up-and-use-rectifications.md)
- [FAQs - Accreditations](https://support.uptickhq.com/en/articles/6728218-faqs-accreditations.md)
- [How to manage Accreditations](https://support.uptickhq.com/en/articles/6728312-how-to-manage-accreditations.md): Manage employee and contractor accreditations in Uptick: create accreditation types, add licences and checks with expiry dates to users, contractors, clients, properties and tasks, and track expiri...
- [Technician Location Tracking \(Telemetry\) – What You Need to Know](https://support.uptickhq.com/en/articles/11359515-technician-location-tracking-telemetry-what-you-need-to-know.md)
- [Field Limits in Uptick](https://support.uptickhq.com/en/articles/13340062-field-limits-in-uptick.md)

## Win Work - Quotes

- [Understanding sales quote status](https://support.uptickhq.com/en/articles/10772310-understanding-sales-quote-status.md): How to track the progress of a once-off install/project/minor works sales quote or maintenance proposals
- [Understanding defect quote status](https://support.uptickhq.com/en/articles/6728247-understanding-defect-quote-status.md): How to track the progress of a repair quote
- [How to Set Authorisation Limits for Defect Quotes, Sales Quotes and Purchase Orders](https://support.uptickhq.com/en/articles/6728167-how-to-set-authorisation-limits-for-defect-quotes-sales-quotes-and-purchase-orders.md)
- [Build a sales quote and submit it to a client](https://support.uptickhq.com/en/articles/6728308-build-a-sales-quote-and-submit-it-to-a-client.md): Create a once-off install/project/minor works quote or maintenance proposal with fixed/do&charge billing and submit it to a client
- [How to manage sales quotes](https://support.uptickhq.com/en/articles/10356573-how-to-manage-sales-quotes.md): How to send sales quote reminders, handle partial approval and create "template" sales quote to be reused
- [A guide to approving and declining a sales quote](https://support.uptickhq.com/en/articles/10246324-a-guide-to-approving-and-declining-a-sales-quote.md): Accept or reject a quote for once-off install/project/minor works sales quote or maintenance proposals
- [Complete a sales quote](https://support.uptickhq.com/en/articles/10357006-complete-a-sales-quote.md): Close once-off install/project/minor works sales quote or maintenance proposals after it is approved
- [Sales Quote Module Dependencies](https://support.uptickhq.com/en/articles/12695002-sales-quote-module-dependencies.md): Modules in Uptick that depend on Sales Quotes
- [Troubleshooting Sales Quotes](https://support.uptickhq.com/en/articles/15595498-troubleshooting-sales-quotes.md): A guide to resolving common issues you may encounter when creating, sending, and managing Sales Quotes in Uptick.
- [Create and send a defect quote](https://support.uptickhq.com/en/articles/6728354-create-and-send-a-defect-quote.md): Create a defect quote from a task, property or the Defect Quotes page, add line items and labour, and send it to the client.
- [How to manage defect quote](https://support.uptickhq.com/en/articles/6728475-how-to-manage-defect-quote.md): How to merge, combine, duplicate repair quotes, and send automatic or manual reminders for quotes awaiting approval
- [A guide to approving and declining a defect quote](https://support.uptickhq.com/en/articles/6728376-a-guide-to-approving-and-declining-a-defect-quote.md): Accept or reject a quote for remarks, repairs or defects
- [Understanding Defect Quoting: Products and Replacement Options](https://support.uptickhq.com/en/articles/6728207-understanding-defect-quoting-products-and-replacement-options.md)
- [Mobile App: Create and Troubleshoot Defect Quotes](https://support.uptickhq.com/en/articles/12379462-mobile-app-create-and-troubleshoot-defect-quotes.md)
- [Mobile App: Create a defect quote](https://support.uptickhq.com/en/articles/6728434-mobile-app-create-a-defect-quote.md): How to create a defect quote from a task using remarks with suggested products for quote on iOS and Android
- [Manage text snippets](https://support.uptickhq.com/en/articles/6728289-manage-text-snippets.md): How to add reusable blocks of text to be used on tasks, defect quotes and sales quotes
- [Style text boxes](https://support.uptickhq.com/en/articles/6728302-style-text-boxes.md): How to style text using Markdown for headings, lists, emphasis, links, and more in supported text boxes
- [FAQs - Sales Quoting](https://support.uptickhq.com/en/articles/10489234-faqs-sales-quoting.md): Sales quoting FAQs: enabling the module, sales vs defect quotes, expiry dates, building quotes with routines, labour rates and pricing, templates and formatting, approving quotes, PO handling, and ...
- [FAQs - Defect quoting](https://support.uptickhq.com/en/articles/6728210-faqs-defect-quoting.md): FAQs on Uptick defect quoting: defect vs service quotes, templates, terms and conditions, price tiers, snippets, quote expiry, approvals and declines, creating repair tasks, sending quotes, permiss...
- [Troubleshooting Defect Quotes](https://support.uptickhq.com/en/articles/12410370-troubleshooting-defect-quotes.md)

## Customer & Contractor Portals

- [A guide on the Uptick Customer Portal](https://support.uptickhq.com/en/articles/8038914-a-guide-on-the-uptick-customer-portal.md): How to navigate Uptick’s Customer Portal for real-time property information, including defects, invoices, quotes, and routine activities
- [A guide on the Uptick Contractor Portal \(for contractors\)](https://support.uptickhq.com/en/articles/8906412-a-guide-on-the-uptick-contractor-portal-for-contractors.md): How to efficiently manage tasks, assign technicians, and complete work using Uptick’s Contractor Portal as a subcontractor
- [Premium Portal vs Customer Portal: Which is Right for Your Business?](https://support.uptickhq.com/en/articles/12618372-premium-portal-vs-customer-portal-which-is-right-for-your-business.md)
- [FAQs - Customer Portal](https://support.uptickhq.com/en/articles/6728174-faqs-customer-portal.md): FAQs on the Uptick Customer Portal: what clients can see, hiding features, reports, published remarks, quote and document visibility, floorplans, access, logins, invitations, password resets, clien...
- [A Guide to the Premium Customer Portal](https://support.uptickhq.com/en/articles/13952014-a-guide-to-the-premium-customer-portal.md)

## Insights & Reporting

- [Insights and Reporting](https://support.uptickhq.com/en/articles/6728284-insights-and-reporting.md)
- [Profitability in Uptick](https://support.uptickhq.com/en/articles/8797912-profitability-in-uptick.md): Tracking the profitability of your tasks across your business in Uptick.
- [Financial performance dashboard](https://support.uptickhq.com/en/articles/9946981-financial-performance-dashboard.md): Track your business's revenue, costs, and profitability trends over time.
- [Revenue Report](https://support.uptickhq.com/en/articles/9716586-revenue-report.md): Aggregate, group and pivot invoices in a table to quickly view totals across time periods for Service Groups, Cost Centres, Clients and more
- [Client Revenue Dashboard](https://support.uptickhq.com/en/articles/6728368-client-revenue-dashboard.md): Get a complete view of your client portfolio and identify your most valuable accounts.
- [Client Profitability Dashboard](https://support.uptickhq.com/en/articles/9963563-client-profitability-dashboard.md): Track the profitability of client and client groups for completed works across your business.
- [Margin Review](https://support.uptickhq.com/en/articles/8695625-margin-review.md)
- [Understanding your Projects Performance Dashboard](https://support.uptickhq.com/en/articles/10717470-understanding-your-projects-performance-dashboard.md): A comprehensive overview of all active projects with cashflow breakdown for invoices, revenue, as well as cost breakdown
- [Task Completion Dashboard](https://support.uptickhq.com/en/articles/8865559-task-completion-dashboard.md)
- [PM Forecast Dashboard](https://support.uptickhq.com/en/articles/10089823-pm-forecast-dashboard.md): Plan your resources and forecast revenue for routine maintenance up to 12 months ahead.
- [Track Technician Activity in Real-Time](https://support.uptickhq.com/en/articles/6728300-track-technician-activity-in-real-time.md): Monitor your field staff's current activity and review their timesheet data using Uptick's activity tracking tools.
- [Sales Quoting Dashboard](https://support.uptickhq.com/en/articles/9586920-sales-quoting-dashboard.md)
- [Defect Quoting Dashboard](https://support.uptickhq.com/en/articles/9744285-defect-quoting-dashboard.md): Monitor the performance of your Defect Quoting business.
- [Product Usage Report](https://support.uptickhq.com/en/articles/6728187-product-usage-report.md): Note: The Used Stock Report was deprecated in January 2024. This article will help you access the replacement report.
- [Email verification for high-value Quotes](https://support.uptickhq.com/en/articles/16029497-email-verification-for-high-value-quotes.md): For high-value quotes exceeding your set threshold, an extra approval step requires your client to enter a unique verification code sent to their email before their electronic approval can be submi...
- [Technician Scheduled Value dashboard](https://support.uptickhq.com/en/articles/15928303-technician-scheduled-value-dashboard.md): Visualise scheduled work value per technician, broken down by day, week, or month, with filters and CSV export.
- [Workforce performance dashboard](https://support.uptickhq.com/en/articles/9427969-workforce-performance-dashboard.md): Drill down into your technician/engineer's performance and productivity using the Workforce performance dashboard.
- [FAQs - Insights and Reporting](https://support.uptickhq.com/en/articles/6728230-faqs-insights-and-reporting.md): Frequently asked questions on dashboards in Insights and Reporting

## Data Management

- [Import data into Uptick](https://support.uptickhq.com/en/articles/8184756-import-data-into-uptick.md): How to create new data or update existing data via Uptick CSV Data Importer
- [How to understand data validation checks](https://support.uptickhq.com/en/articles/8377709-how-to-understand-data-validation-checks.md): This article will describe how to review your data validation during onboarding
- [Controlling Sensitive Information in Data Exports](https://support.uptickhq.com/en/articles/12410384-controlling-sensitive-information-in-data-exports.md)

## Uptick API 

- [Uptick API - Overview and patch notes](https://support.uptickhq.com/en/articles/6728314-uptick-api-overview-and-patch-notes.md)
- [Uptick API - Getting started](https://support.uptickhq.com/en/articles/6728442-uptick-api-getting-started.md)
- [Uptick API - Sample Postman collection](https://support.uptickhq.com/en/articles/6728183-uptick-api-sample-postman-collection.md)
- [Uptick API - Status Transitions](https://support.uptickhq.com/en/articles/9172845-uptick-api-status-transitions.md)
- [Uptick API - Documents](https://support.uptickhq.com/en/articles/8650414-uptick-api-documents.md)
- [Using AirByte with Uptick \(connecting to the API\)](https://support.uptickhq.com/en/articles/12032752-using-airbyte-with-uptick-connecting-to-the-api.md)
- [FAQs - API](https://support.uptickhq.com/en/articles/11578416-faqs-api.md)
- [Automated workorder to task creation with Mailparser / Docparser](https://support.uptickhq.com/en/articles/6728179-automated-workorder-to-task-creation-with-mailparser-docparser.md)

## Beta features

- [\[Beta\] Cost Breakdown & variance analysis for projects](https://support.uptickhq.com/en/articles/10724963-beta-cost-breakdown-variance-analysis-for-projects.md): See cost and variances at a transactional level
- [\[Alpha\] Profitability Glossary](https://support.uptickhq.com/en/articles/10756429-alpha-profitability-glossary.md)
- [How to use the Uptick Inbox \(beta\)](https://support.uptickhq.com/en/articles/14427649-how-to-use-the-uptick-inbox-beta.md): A complete guide to setting up and using the Uptick Inbox: email setup, folders, AI classification, replies, and branch configuration.
- [Uptick Inbox: sending your email into Uptick](https://support.uptickhq.com/en/articles/16779253-uptick-inbox-sending-your-email-into-uptick.md): How to set up your email system so a copy of your incoming mail is delivered into your Uptick Inbox, with step-by-step instructions for Microsoft 365, Exchange Online, Outlook and Gmail.

## Support & Troubleshooting

- [Contact Uptick Support](https://support.uptickhq.com/en/articles/6976707-contact-uptick-support.md): Get help quickly with your questions about Uptick. Our support team is here to assist you with product questions, troubleshooting, and technical issues.
- [Further Training on Uptick](https://support.uptickhq.com/en/articles/6728288-further-training-on-uptick.md): How to get further training with Uptick Online Academy, Uptick Community or Uptick Partner
- [Uptick Community](https://support.uptickhq.com/en/articles/16092024-uptick-community.md): The Uptick Community is your online hub to connect with other Uptick users, share knowledge, ask questions, access training resources, and stay up to date — all in one place.
- [Understanding Error Messages in Uptick](https://support.uptickhq.com/en/articles/6728285-understanding-error-messages-in-uptick.md): When using Uptick, you may occasionally see error messages with numbered codes. This article explains what these error codes mean and what to do when you encounter them.