Available On: Starter, Professional and Business Plus
The AI Checklist Generator helps you quickly create sample checklists tailored to your asset type. This tool is ideal if you're starting from scratch or need inspiration for setting up routine inspections, maintenance, or safety procedures.
How to Access the AI Checklist Generator
Navigate to the Checklists section from the left-hand menu
Click the blue Add Checklist button in the upper right corner
Scroll down and open the AI Checklist Generator section
How to Generate a Checklist
Enter an Asset Type
Type in the asset you're creating a checklist for (e.g., “HVAC Unit,” “Forklift,” “Air Compressor”).
Note: This field is requiredSet the Number of Tasks
Choose how many tasks you want the checklist to include. The default is 10, but you can adjust this numberSelect a Checklist Frequency
Choose how often this checklist will be used—options may include Daily, Weekly, Monthly, etc.Choose a Checklist Type
This could be Maintenance, Safety, Inspection, or another relevant category.Click the blue Generate Example button
UpKeep will automatically generate a sample checklist based on your inputs. You can edit any of the tasks before saving.
What Happens Next?
Review and edit the checklist as needed
Click Save to add it to your checklist library
You can now assign it to Work Orders or Preventive Maintenance Triggers