UpKeep Studio allows administrators to build custom apps directly inside their UpKeep account. These apps can be used to create dashboards, workflows, reporting tools, and other solutions tailored to your organization’s processes.
Studio apps use live data from your UpKeep account and are powered by the UpKeep API.
For developer reference, see the API documentation:
https://developers.onupkeep.com/
How Studio Build Works
UpKeep Studio makes it easy to build custom apps using a simple three-step process: describe the workflow you want, let Studio generate the app structure, and refine it until it fits your needs.
1. Describe
Start by describing the workflow or tool you want to create using plain language.
You can include details about the type of data you want to use, such as assets, work orders, technicians, or parts. The more context you provide, the better Studio can generate an initial app structure.
2. Build
Studio automatically generates the first version of your app based on your description.
The generated app connects to live UpKeep data and follows your organization’s existing roles and permissions.
3. Iterate & Test
After the app is generated, review how it works and refine it by asking for changes.
You can test the app with real data, adjust filters or views, and continue improving it until it matches your workflow. Once you're satisfied, publish the app and share it with your team.
How to Build an App
Step 1: Open UpKeep Studio
In the left sidebar, click Studio
Select Create New App
Step 2: Describe the App You Want to Build
On the New App screen, you’ll see a prompt asking what app you want to build.
Describe the goal of your app in plain language. For example:
“Create a work order performance dashboard”
“Build a technician productivity tracker”
“Create an asset inspection checklist”
“Build a maintenance compliance tracker”
“Create a reporting dashboard for parts usage”
Press Enter to generate the app structure.
Studio will create an initial framework using available UpKeep data.
Using Plan Mode
When Plan Mode is enabled, Studio will outline the requirements for the app based on your description. This may include:
The UpKeep data objects that will be used
Suggested fields or attributes
Filters or data relationships
Tables, dashboards, or views that will be created
If something needs to change, you can continue the conversation to adjust the requirements until the plan matches your workflow.
Once you're satisfied with the proposed plan, you can ask Studio to generate the app.
Step 3: Customize the App
After Studio generates the initial version of your app, you can continue improving it by simply asking for changes.
For example, you might ask Studio to:
Add or remove fields
Change how data is filtered
Adjust calculations or summaries
Update tables or charts
Rename sections or labels
Modify how the data is displayed
Studio will update the app based on your request, allowing you to quickly iterate until it matches your workflow.
Step 4: Test Your App
Before publishing your app, review how it works.
Recommended checks:
Confirm data is populating correctly
Validate filters and calculations
Review role permissions
Test the app from different user perspectives
Testing ensures your app functions correctly before sharing it with your team.
Step 5: Save and Publish
When your app is ready:
Click Publish
Share access with the appropriate roles or users
Once published, your app will appear in Studio for users who have permission to access it.
Tips Before Sharing Your App
Before sharing an app with other users, it’s helpful to review a few key areas to ensure the app works as expected and provides a good experience for your team.
Running through a quick check can help confirm that the app surfaces the right information and supports the workflow it was designed for.
Confirm the App Works as Expected
Run the app and verify that the workflow behaves correctly from start to finish.
Things to check:
The app runs without errors
The workflow completes successfully
The results match the intended purpose of the app
Testing with real data can help confirm that the app performs reliably.
Verify the Data Is Accurate
Make sure the app retrieves and displays the correct information from your UpKeep account.
Things to review:
The correct records are returned for the intended workflow
Filters and queries produce the expected results
Larger record sets load correctly
Any data created or updated by the app is saved properly in UpKeep
This helps ensure users can trust the information the app provides.
Review Settings and Flexibility
If the app includes adjustable settings, confirm they work as intended.
Common examples include:
Date ranges
Status filters
Locations
Categories
Default settings should work well for most users while still allowing flexibility when needed.
Add Instructions for Other Users
If other team members will use the app, include a short description explaining:
What the app does
How to run it
What the results represent
Providing instructions at the top of the app helps ensure other users understand how to use it and what information it provides.
Tip
Before sharing the app broadly, consider testing it with a small group of users first. Early feedback can help refine the experience and ensure the app supports your workflow effectively.