Available On: Professional, Enterprise
While UpKeep offers a Smart AI Scheduler to automate assignments, you can also choose to schedule work orders yourself to set your schedules. This gives you total control to filter, plan, and assign tasks exactly how you want — no automation required.
How to use the Scheduler
1. Open the Scheduler
Click Scheduler in the left-hand menu of your UpKeep account
2. Filter Work Orders
At the top of the screen, select Filter & Sort
Narrow down which work orders you want to see using filters like:
Priority
Location
Asset
Work Order Type (PM vs Reactive)
Parts availability
3. Choose Your Team Members
Click the Team Members dropdown to:
Select specific technicians
Or filter by team, location, or role
4. Set Your Time Range
Toggle between Day or Week view
Use the date picker or arrows to find your desired schedule window
5. Drag and Drop Work Orders
Drag a work order from the Unscheduled section at the top
Drop it directly into a time slot under a technician’s column
You’ll see it visually placed in the calendar at that time
6. Save Your Schedule
Once your assignments are complete, click Save Schedule in the top-right corner
Note: If you want to reset the schedule you've set, select the Reset Button
How to View Schedule Risks
With the Scheduler you can look at possible risks of overdue Work Orders as well as when the technician is double booked.
Go to the Scheduler
Select the ⚠️ symbol
Now you can view and take action on the flagged Work Orders
