Manage Your Request Forms
With UpKeep, you can configure Request Forms to collect the right information upfront—so your team can create faster, more effective Work Orders.
Why Request Forms Matter
Request Forms help standardize how work is submitted by:
Ensuring required details are captured
Reducing back-and-forth communication
Improving work order quality and efficiency
You can customize fields by making them:
Required – Must be filled out
Optional – Can be filled out if needed
Hidden – Not visible to the user
You can also add custom questions to gather additional information.
Work Requests vs Work Orders
Work Requests are not Work Orders.
Work Requests must be reviewed and approved
Only Admins or Limited Admins can approve requests
Once approved, they become Work Orders
👉 For more details, see: How Administrators and Limited Administrators Can Approve and Manage Work Order Requests
Types of Request Forms
UpKeep offers 3 types of request forms:
Internal Request Form
Used by users that have an UpKeep login
Accessible within the UpKeep app
New Request Portal
Used by external users that do not have an UpKeep user license
Accessible via a shareable link or QR code
Legacy External Request Form
Used by external users that do not have an UpKeep user license
Accessible via a shareable link or email
This is a legacy feature and is no longer being updated or enhanced
Next Steps
Choose the form you’d like to configure:
FAQs
Can I use both internal and external forms?
Yes—both can be used at the same time.
Can requesters see other users' requests?
No—requesters can only see their own submissions.
Can View-Only users submit requests?
Yes.
Can I update request forms anytime?
Yes—changes apply immediately to new requests.
Can multiple people share the same requester email?
Yes, but all notifications will go to that email address.
Who can use the Request Portal?
The Request Portal is available on Professional and Enterprise plans.