UpKeep provides self-paced onboarding resources to help your team get started quickly and confidently. Instead of live onboarding webinars, you can access guided learning courses that walk you through UpKeep’s core features at your own pace.
These resources are ideal for new customers, new admins, or anyone looking for a structured refresher.
UpKeep offers self-paced onboarding resources to help teams get up and running quickly. Instead of live onboarding webinars, UpKeep provides guided learning courses that allow users to learn at their own pace based on their role.
These resources are ideal for new customers, new admins, and technicians who want a structured introduction to UpKeep.
Admin Onboarding
If you’re an Admin, begin with the Getting Started with UpKeep course.
This course covers the foundational setup required to successfully launch UpKeep, including:
Company and account settings
User roles and permissions
Locations and asset structure
Work order setup and workflows
Preventive maintenance basics
Completing this course helps ensure your account is properly configured before rolling UpKeep out to your team.
Training for Mobile Technicians
After the account is set up, Mobile Technicians should complete the Navigating UpKeep Mobile course.
This training focuses on day-to-day technician workflows, including:
Navigating the UpKeep mobile app
Viewing and updating work orders
Logging time, parts, and notes
Completing work in the field