On our Professional Plan we also have our Request Portal which is a URL that we can distribute to people outside of our UpKeep team (such as tenants or employees). When submitting requests through the Request Portal you will receive email updates regarding the status of the Work Orders.

Editing Your Request Form – In App Users

  1. Select the Requests Tab
  2. Select Edit Request Form 
  3. Choose to add Additional Form Item questions to your Request
  4. Choose to allow users to set Asset, Location, Worker Assigned, Due Date, Category and Team. Make them optional required or hidden. 
  5. Select Save

Editing Your Request Form – Request Portal

  1. Select the Request Portal Tab
  2. Select Edit Public Request Form Items
  3. Choose to add Additional Form Item questions to your Request
  4. Choose to Allow First and Last Name or Phone Number Required
  5. Choose to allow users to set Asset, Location, Worker Assigned, Due Date, Category and Team. Make them optional, required or hidden. 
  6. Select Save

Did this answer your question?