Launching: July 15, 2025
Available On: Enterprise
Easily schedule multiple work orders across your team using UpKeep’s Smart AI Scheduler. This tool simplifies the scheduling process by intelligently assigning tasks based on your selected users, timeframes, and filters — all in one click.
What Is the Smart AI Scheduler?
The Smart AI Scheduler is a powerful tool designed to automatically assign work orders to technicians based on your chosen parameters, saving time and improving efficiency.
How to Use It
1. Navigate to the Scheduler
Go to the Scheduler section of your UpKeep account and click the Smart Schedule button.
2. Set Your Time Frame
Use the calendar and time selector to choose:
The date range (e.g., June 11–13)
The working hours (e.g., 8 AM – 12 PM)
3. Select Technicians
Choose which team members you want to include. You can:
Select individual users
Use filters to choose based on team, location, or role
4. Choose Work Orders
Pick which work orders to schedule:
Select all open work orders
Or apply filters like asset type, location, or priority
5. Click Generate
Click Generate and let the Smart Scheduler do the work. It will:
Automatically assign work orders
Avoid double-booking by recognizing existing schedules
View Options
Daily View: Focus on a single day’s schedule
3-Day View: Compare schedules across multiple days
24-Hour View: View your team's full coverage
Zoom in to see hourly or quarter-hour breakdowns
