Ever wonder how you could make sure technicians have an easy way to prioritize tasks in work orders to save time and money for your business? The solution is with our Checklist feature that will allow maintenance managers and in the field technicians to easily make sure all required processes and notes are documented and done were outlined in a given work order from the moment the work starts to full completion. Notes can even be added after work orders are completed as well!

Using Checklists provides a quick way to use a custom-made checklist on all current and future work orders. Saving your team time in manual entry on a computer and giving them more time in the field.

Check out the videos below for a quick demonstration on how you can start using Checklist today for your business!

Build a checklist manually to fully customize each step of your process. This option is ideal when you have specific tasks, instructions, or compliance requirements that need to be completed in a precise order. Creating a checklist from scratch gives you complete control over task details, required notes, and completion criteria.

Use the AI Generator to quickly create a checklist based on a short description of the work. This option helps you save time by automatically generating task steps that you can review, edit, and customize as needed. This way is perfect for getting started fast or standardizing common maintenance workflows.

Already have a checklist or standard operating procedure documented? Upload a PDF to instantly convert it into a reusable checklist in UpKeep. This option makes it easy to digitize existing processes without manual re-entry, ensuring your technicians can follow standardized procedures directly from their work orders.