When a provider (vendor) is assigned to a Work Order in UpKeep, they receive an email notification with a View Job button that links directly to the Work Order in the UpKeep Provider Portal. From there, providers can review the Work Order details, complete tasks, upload files, and update the status as work progresses.
Open a Work Order
When a provider is assigned to a Work Order, they receive an email notification with a View Job button that links directly to the Work Order in the Provider Portal.
Providers can also view their assigned Work Orders from their Profile in the Provider Portal.
From the Work Order page, providers can view information such as:
Work Order title
Description
Status
Due date
Assignee
Opening the Work Order allows providers to review details, complete tasks, upload files, and update the Work Order status.
Review Work Order Details
The Work Order page contains important information about the job. Providers can review details such as:
Due Date
Priority
Status
Category
Primary Assignee
Created By
Last Updated
Reviewing these details helps providers understand the scope of the work before completing tasks.
Complete Tasks
Work Orders may include tasks or checklist items that must be completed.
Navigate to the Tasks tab
Review the checklist items listed in the Work Order
Enter any required information or confirmations
Mark tasks as completed as work is finished
The checklist progress bar will update as tasks are completed.
Update the Work Order Status
Providers can update the Work Order status as work progresses.
Locate the Status field at the top of the Work Order
Select the appropriate status from the dropdown
Add Files
Providers can upload files such as photos, reports, or documentation related to the Work Order.
Open the Files tab within the Work Order
Select Upload File
Choose the file from your device
Uploaded files will be visible to both the provider and the customer.
View Activity
The Activity tab shows a timeline of updates made to the Work Order. This includes actions such as:
Status updates
Task completions
File uploads
Other changes made to the Work Order
Providers can use this section to review the history of the Work Order and track progress.







