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How do I complete my UptimeController Account Setup?

This guide will walk you through completing your UptimeController account setup. Setting up your account ensures you can receive job requests, be visible to customers, and properly manage your business profile, certifications, and notifications. Completing all steps is required before your account can be activated and assigned to service requests.

Step-by-Step Walkthrough

Step 1: Personal Information

  1. Enter your First Name and Last Name (required).

  2. Add a Profile Photo:

    • Upload a professional headshot if you’re an independent technician.

    • Upload your company logo if representing a business.

    • This will be visible to customers when they view your profile.

  3. Enter your Phone Number (required).

  4. Toggle Text Message Notifications ON to receive text alerts when jobs are initially requested or updated by customers.

  5. Your email address is automatically set and locked.

Step 2: Business Information

  1. Enter your Business Name (or your own name if independent).

  2. Add your Business Email and Business Phone Number.

  3. Enter your Business Address.

    • When you type in your street address, the system will auto-populate city, state, and ZIP code.

  4. Select your Company Type:

    • Freelancer – Independent technician.

    • Service Organization – Multi-technician service company.

    • Manufacturer – OEM or distributor.

  5. Add your LinkedIn URL (optional, but recommended for credibility).

  6. Provide a Business Description highlighting your services and proficiencies (e.g., equipment installation, maintenance, repairs).

  7. Upload your Company Logo.

Step 3: Documents

  1. Upload any Certifications, COIs (Certificates of Insurance), or other supporting documents in PDF format.

    • These will be displayed in your account and can help build trust with customers.

Step 4: Payments

⚠️ Important: Do NOT select or attempt to connect Stripe. Payment processing through Stripe is not currently supported.

  1. Choose how you want to receive payments:

    • Select Bill to: same as Business Address (recommended).

    • Or enter a different billing address if needed.

Step 5: Notifications

  1. Toggle Send notifications for maintenance and repair requests → ON.

    • This ensures you receive email and text alerts for job assignments.

  2. Toggle Searchable on Marketplace → ON.

    • This makes your business visible to UptimeController customers searching for technicians in their area.

  3. ⚠️ Do NOT toggle on “Share job notes with customers.”

    • This will expose internal job notes directly to customers. Keep this OFF.

Final Step: Save & Activate

  1. Review all entered information.

  2. Click Save to complete your account setup.

  3. Once saved, your profile is active and eligible to receive job requests through UptimeController.

✅ Your UptimeController account is now complete and ready for customer job requests!