The Provider Portal is a secure way for vendors and contractors to collaborate on work orders in UpKeep. Instead of needing full account access, providers can log in to the portal to view details, update progress, complete checklists, and upload important files like invoices or quotes.
Accessing the Portal
When you share a work order with a vendor or contractor, they receive an email invitation
The email includes a button to Complete Account Setup
Providers will be prompted to create a password for their UpKeep Provider account before they can take action in the portal
Once their profile is set up, they can log in at any time to manage work orders sent to them
What Providers Can Do
1. View Work Order Details
Work order description and details
Attached images and documents
Linked purchase orders
2. Update Status
Providers can change the work order status, which also updates the color indicator in the portal.
3. Complete Checklists
All UpKeep checklist task types are supported, including multi-select and signatures.
4. Upload Files
Providers can upload invoices, quotes, purchase orders, or other files directly to the work order.
Activity & Communication
Providers can upload files, images, and updates directly in the Activity/Chat section of the work order.
All updates sync automatically, appearing in both:
The Provider Portal
Your UpKeep web app under the work order’s activity feed