Inbox

Uptick is the all-in-one solution for fire and security businesses. We’ve spent years helping businesses transform how they operate, in the office and in the field. Now, we're doing the same with email. Turning fragmented, manual admin into one connected operating system.

For existing Uptick customers, getting set up in Inbox is easy. Simply log in to Uptick and we’ll walk you through the process. You add the shared mailbox you want set up and choose who should have access; your IT team sends a copy of your email into Uptick, using instructions we provide; you start seeing your emails automatically triaged and filed in Uptick. That’s it. And when you’re ready, we'll support you in bringing the rest of the team across, so you can all work in one place.

No. A copy of your incoming emails land in the Uptick Inbox, but your existing mailbox stays running exactly as it is, and you can keep using it as a backup during the transition. Your customers won’t notice anything change either - the Uptick Inbox won’t change your email address or how your customers reach you.

In some ways, yes. The Inbox is a shared workspace for your team in Uptick. But we designed it to fit your existing flow, from the moment an email lands to the moment it's resolved:

1. Capture every email as an internal, trackable ticket.
2. Sort it into the right folder.
3. Connect it to the right customer and property records.
4. Assign it to the right team member.
5. Resolve it from inside Uptick.

Same steps, just smarter tech, and no workarounds needed.

Some (not all) of our Inbox features are powered by AI. For instance, AI is used to read the folder descriptions and assignment rules (prompts) that our customers set up, and applies them consistently for auto-categorization of emails. While we’ve used AI to solve several of the problems that field service businesses face with legacy email tech, there are guardrails in place, and you always remain in control of what it does.

Inbox is only available to Uptick subscribers - for a fixed monthly fee, which covers up to 1,000 ‘conversations’. These are emails you reply to, or where you choose to action something using AI (like automatically converting a PDF into a PO bill, approving a quote, or drafting a reply). There’s no charge for junk, internal notes, or automated sorting, filing, matching and assigning.

You could build the solution yourself, using tools like CoPilot, n8n and Power Automate. But you’d need to learn how first, and set aside enough budget to cover both initial development and ongoing maintenance costs. It’s not a one-off project. You’ll also need someone (or a team) in place to manage it going forward.