Good morning
Active Leads
—
in pipeline
Pipeline Value
—
estimated
Jobs Complete
—
this month
Closure Rate
—
last 30 days
New Contacts
—
this month
Avg Close Time
—
days to job complete
Scout
AI
No suggestions right now — you're all caught up.
Recent Activity
No activity yet.
Quick Actions
Upcoming Appointments
No appointments in the next 3 days.
Lead Sources
No contact sources recorded yet.
Pipeline
No active leads.
This Month
Contacts
All your leads and clients in one place.
All
Leads
Clients
| Name | Phone | Source | Status | Added |
|---|
Pipeline
Track leads from first contact to closed job.
New Lead0
Contacted0
Estimate Scheduled0
Estimate In Progress0
Estimate Sent0
Pending Decision0
Job Scheduled0
Closed
Job Complete0
Lost0
Inbox
SMS and email — all in one thread per contact.
All
SMS
Email
FacebookSoon
InstagramSoon
Select a conversation to view messages
Scout
Your AI assistant and the automations it runs for you.
Suggestions
Automations
Reviews
Automatically request reviews after a job is complete.
Reviews Sent
0
all time
This Month
0
sent
Est. Rating
—
no data yet
Request Log
Review Platform
Google
Facebook
Yelp
Thumbtack
Auto-Send Settings
Send review request when a job is marked Closed in your pipeline, after:
Use [Name] for the client's name and [Review Link] for your review page link.
Calendar
Schedule and track estimate appointments.
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Upcoming Appointments
Campaigns
Send targeted messages to groups of contacts.
Total Campaigns
0
all time
Recipients Reached
0
total
This Month
0
sent
Relay
AI call capture — missed calls, voicemails, and new lead handoffs.
Total Calls
—
captured
Missed
—
need follow-up
Voicemails
—
AI transcribed
Converted
—
added to CRM
Call Feed
Unconverted calls push to Scout automatically
Invoices
Create, send, and track invoices for your clients.
All
Drafts
Sent
Accepted
Paid
Lost
| Invoice # | Client | Date | Due | Total | Status |
|---|
Your Business
Bill To
| Item | Qty | Rate | Amount |
|---|
Subtotal$0.00
Tax
%
$0.00
Total$0.00
Signature Block
Include contractor & client signature lines on the invoice
Website
Your contractor landing page — built and hosted by Uptick.
Website add-on overview · ~90 seconds
Contractor Landing Page
A fast, mobile-ready website tailored for contractors. Showcases your services, displays reviews, and captures leads directly into your Uptick pipeline. No design skills, no code, no hosting to manage.
What's included
✅ Custom domain (yourcompany.com)
✅ Services / About / Contact pages
✅ Lead capture form → Uptick pipeline
✅ Google Reviews widget
✅ Mobile-first, fast-loading
✅ SEO-optimized for local search
Pricing
$49/mo
Hosting, SSL, and updates included.
Cancel anytime. No setup fees.
AI Agent
Auto-respond to texts and emails so you never leave a client hanging.
AI Agent overview · ~90 seconds
AI Message Agent
An AI that reads incoming texts and emails from your leads and clients, then responds automatically — answering questions, confirming appointments, sending quote follow-ups, and more. You stay focused on the job while the AI handles the back-and-forth.
What it will do
🤖 Answer common questions (hours, pricing, availability)
📅 Confirm and reschedule appointments
📋 Follow up on unseen quotes
⭐ Send review requests after jobs
📞 Escalate to you when it can't handle it
🔗 Integrates with Relay and Pipeline
Get notified when ready
Social Media
Schedule posts, stay consistent, and grow your following automatically.
Social Media overview · ~90 seconds
Social Media Automation
Stay active on Facebook, Instagram, and Google Business without spending hours on your phone. Uptick helps you schedule job photos, share completed work, and auto-post to keep your profile active — all from inside your dashboard.
Platforms
📘 Facebook Business Page
📸 Instagram
🔍 Google Business Profile
🏗️ Nextdoor (contractor profiles)
What it will do
📅 Schedule posts in advance
🖼️ Auto-post job before/after photos
⭐ Share new Google reviews automatically
📊 Basic engagement analytics
Help & Support
Get answers, watch walkthroughs, or reach our support team.
Quick Support
Ask questions about features, settings, or how to use any part of Uptick
👋 Hi! Welcome to Uptick Quick Support. Ask me anything about contacts, pipeline, invoices, automations, or any other feature. What can I help you with?
Feature Walkthroughs
Short videos covering every part of Uptick
Frequently Asked Questions
Settings
Your business profile and notification preferences.
Personal Profile
Business Profile
Review Page Links
Paste your review page URLs here. These links are used automatically in review request messages.
Notifications
New voicemail captured
Alert when Relay captures a new voicemail
Incoming SMS
Alert when a client texts you
Incoming email
Alert when a client emails you
Lead added to pipeline
Alert when a new deal enters the pipeline
Review request sent
Confirm when an auto review request fires
Weekly summary email
Summary of leads, jobs, and messages each Monday
Notification Delivery
Where should Uptick send you alerts? You can use your personal number/email or a dedicated notification address.
Leave blank to use your personal phone above.
Leave blank to use your personal email above.
Push Notifications (Desktop)
Browser push alerts when a new lead or message arrives
iOS Push Notifications
Coming soon iOS App
Admin
Admin mode
Show Relay client management on contacts (internal use only)
Calendar Availability
Set the hours available for estimates each day. Appointments booked outside these hours will show a warning.
Contractor Documents
Upload your contractor agreement or terms of service. Once uploaded, you can auto-attach it to invoices.
📋
Upload contractor agreement
PDF or Word doc · max 5MB
Contact Tags
Create tags for campaign targeting and contact organization. Tags can be applied to any contact.