How is Uptick training delivered?
Most Uptick training is delivered virtually via Zoom and can be recorded for your team. On-site training in Australia may be available where practical (travel costs apply).

Who is Uptick training for?
We tailor Uptick training for office/dispatch/admin users and field technicians using the Uptick Workforce App, so each role learns the workflows that matter most.

What’s included in Uptick training?
We cover both the basics and advanced workflows, built around your processes and common “sticky points” like scheduling, defect management, quoting, reporting, and templates.

Do you offer Uptick training for new starters?
Yes. We can create a repeatable onboarding path for new employees so they learn the right workflow from day one.

Can you provide ongoing upskilling as Uptick changes?
Absolutely. Regular check-ins help your team stay aligned with best practice and make the most of new features as Uptick evolves.

Can you customise our existing Uptick templates?
Yes. We can refine existing Uptick report, form, and email templates to suit your branding, client requirements, and workflows.

Can you build new custom-coded Uptick templates from scratch?
Yes. We build custom-coded templates for service reports, defect quotes, service quotes, forms, and email outputs, tailored to your business and contract needs.

What kinds of outputs can you customise in Uptick?
Anything client-facing: reports, documents, forms, and email correspondence generated from Uptick.

Can templates be tailored for specific clients or contracts?
Yes. We can align templates to client and contract requirements (layout, wording, data shown, and the actions you want clients to take).

We don’t know where to start with templates, can you help?
Yes. We can run a template review/audit and recommend quick wins, plus ways to streamline your template library so it’s easier to manage and consistent across contracts.

Do you build Uptick API integrations?
Yes. We design and support integrations using the Uptick API to connect Uptick with other systems and reduce manual admin.

Can you connect Uptick to Power BI or Looker Studio?
Yes. We can help you use Uptick data in Power BI or Looker Studio for visual dashboards and scheduled refresh reporting.

What types of problems do integrations solve?
Integrations can reduce double entry, improve visibility, automate reporting, and keep data flowing between platforms more reliably.

Do you offer Uptick-to-Uptick connections?
Yes. Uptick-to-Uptick connections can support multi-contractor arrangements or multiple Uptick instances where key information needs to stay aligned.

Do integrations require ongoing support?
Often, yes. Many integrations include an upfront build/setup and an ongoing support arrangement to maintain reliability and handle changes over time.

Can you help with Uptick onboarding for new rollouts?
Yes. We support end-to-end onboarding so your data, configuration, workflows, reporting, and training are ready for a smooth go-live.

What data can you import into Uptick?
Common imports include properties, clients, routines, remarks, prompts, recurring appointments, and more, based on what you choose to migrate.

Can you help existing Uptick users who are growing or winning new contracts?
Absolutely. We help update configuration, reporting, templates, and workflows to match new client requirements and scale cleanly.

Do you offer multi-branch setup in Uptick?
Yes. We can help set up additional branches correctly so structure, permissions, workflows, and reporting stay consistent as you expand.

We’re not sure where to start, can you guide us?
Yes. We can start with a configuration/process review to identify priorities and quick wins, then turn that into a practical plan your team can action.

How can I contact Banksia Solutions?
You can reach us via the Contact page or email. We typically respond within one business day.

We don’t have time to fix things in Uptick, do you provide hands-on support?
Yes. We can provide hands-on Uptick support to implement fixes and improvements, either short-term (busy periods/staffing gaps) or ongoing.