Create Work - Tasks
How to create work for your team and schedule it
Perform Work - Mobile App & Tasks
How to perform services and tasks. How to use the Uptick Workforce app on mobile devices
Close Work - Reports, Invoices & Task Completion
How to close out your tasks and generate reports, defect quotes and invoices
Getting Started
An Overview of Uptick
Configuration & Setup
Configuration of your Uptick Workspace
Win Work - Quotes
How to create service quotes and defect quotes
Customer & Contractor Portals
Learn how to use the Uptick Customer Portal and Contractor Portals
Insights & Reporting
How to manage data imports and review reporting
Data Management
Importing and Exporting Data
Uptick API
Documentation on the Uptick API
Beta features
Features in Beta testing (functionality may be incomplete or subject to change)
Support & Troubleshooting
Get help, resolve issues, and understand error messages.