Available on: Professional, Enterprise
UpKeep's Scheduler gives you total control to filter, plan, and assign work orders exactly how you want. Whether you're running a reactive maintenance crew, a PM-heavy reliability program, or a compliance-driven schedule, you can drag-and-drop work orders into the right time slots — or flip the entire grid to line up with due dates when you need to plan around deadlines.
🗓️ Two Scheduling Modes
Use the Scheduling Mode toggle in the Scheduler top bar to switch between the two views:
Start Date Mode — shows work orders on the day the work is planned to begin. Best for dispatchers and planners organizing daily/weekly execution.
Due Date Mode — shows work orders on the day they're actually due. Best for compliance officers, reliability managers, and anyone planning around deadlines.
When you flip the toggle, every work order re-flows instantly from its start-date slot to its due-date slot — no refresh, no reload. A yellow Due Date Mode pill appears next to the Scheduler title so it's clear which axis you're viewing.
Note: Your mode preference is sticky per user — you won't have to re-select it every session.
🔧 How to Use the Scheduler
1. Open the Scheduler
Click Scheduler in the left-hand menu of your UpKeep account.
2. Choose Your Scheduling Mode
In the top bar, use the Scheduling Mode toggle to pick Start Date or Due Date.
The first time you switch to Due Date Mode, a short dialog confirms what's about to happen so you know what to expect.
3. Filter Work Orders
At the top of the screen, select Filter & Sort.
Narrow down which work orders you want to see by:
Priority
Assignee
Category
Asset
Location
Work Order Status (i.e. open, in progress, on hold, or complete)
Due Date
Team
4. Choose Your Team Members
In the calendar section, filter and sort the Team Members you want to see on the schedule.
Filter team members by:
Location
Team
Account Type
Shift
Sort by first name or last name.
5. Set Your Time Range
Toggle between Day, Week, or Month view — Due Date Mode works at every granularity.
Use the date picker or arrows to jump to your desired schedule window.
6. Drag and Drop Work Orders
Drag a work order from the Unscheduled panel into a time slot under a technician's column.
In Start Date Mode, the drop writes to the work order's start date.
In Due Date Mode, the drop writes to the work order's due date — you're changing the deadline, not the start.
7. Save Your Schedule
Once your assignments are complete, click Save Schedule in the top-right corner.
Tip: To reset your changes, select Reset. Right-click a scheduled work order to see details and add secondary assignments.
📋 The "Unscheduled (No Due Date)" Panel
When you're in Due Date Mode, work orders that don't have a due date surface in a dedicated Unscheduled (no due date) panel — with a count so nothing slips through the cracks. This isn't a bug, it's a feature: if 40 work orders pile up there, that's a useful audit of your own data hygiene.
In Start Date Mode, the equivalent Unscheduled Work Orders panel surfaces work orders without a start date. Drag them into the calendar to assign a time and technician.
⚠️ How to View Schedule Risks
The Scheduler can flag both overdue work orders and double-booked technicians:
Go to the Scheduler.
Click the ⚠️ symbol.
Review and take action on flagged work orders.
🚀 Common Use Cases
Compliance visibility — fire-extinguisher inspections, sprinkler flow tests, elevator safety checks, and boiler pressure-vessel certs live on the same calendar as the work itself.
Audit prep in seconds — "Show me everything due in Q3" is one toggle plus one view change.
PM program management — monthly, quarterly, and annual cadences finally render the way reliability-led teams think.
Late-work triage — Due Date Mode + Month view makes overdue clusters immediately obvious.
Data-integrity wins — teams can stop the
startDate = dueDateworkaround that corrupted completion analytics.
💡 Best Practices
Use both modes intentionally. Start Date Mode for daily dispatch; Due Date Mode for compliance and audit horizons.
Always assign a Start Date + Technician. In Start Date Mode, a work order must have both to be properly scheduled. Relying only on due dates can lead to last-minute work, missed SLAs, and uneven workload distribution.
Audit the "no due date" panel. If a large batch of work orders surfaces there, use it as a signal to clean up your data.
Fill required fields first. Primary Assignee, Team, and any mandatory additional assignees need to be set to avoid save issues.
❓ FAQ
Can I see Start Date and Due Date side-by-side?
No — the Scheduler shows one axis at a time. Flip the toggle to switch between them.
Does Due Date Mode enforce SLAs or send notifications?
No. Due Date Mode is a visibility feature — it makes deadlines visible on the grid but doesn't block scheduling past a due date, escalate, or trigger notifications.
Can I bulk-edit due dates from the Scheduler?
Not yet — you can drag-and-drop one work order at a time in Due Date Mode to update its deadline.
What happens to work orders without a due date?
They surface in the Unscheduled (no due date) panel when you're in Due Date Mode. Nothing is hidden or lost.
Does switching modes change any work-order data?
No. Switching modes is purely visual. Data only changes when you drag-and-drop, and it writes to whichever date (start or due) matches the active mode.
Is my mode preference saved?
Yes — mode preferences are saved, so compliance planners and dispatchers each land on their preferred view.
🛠️ Troubleshooting Start Date Issues
If you can't save a start-date change, verify that:
All mandatory fields (Primary Assignee, Team, required additional assignees) are filled.
Scheduler settings are configured to allow the intended change.
Work orders without an explicit start date default to today's date and remain in the Unscheduled Work Orders panel until assigned.