Rolling out UpKeep to your team works best when everyone has the right tools and training from day one. Here’s a simple framework you can share to make the transition smooth and effective.
Invite and Welcome Your Team
Send invites to your staff through your UpKeep account. Each person will receive an email with a blue link to set their password. Ask them to wait until that invite arrives before logging in or downloading the app.
Here’s a quick template email you can copy:
Subject: Welcome to UpKeep
Hi Team,
We’re moving our maintenance work into UpKeep! You’ll soon get an invite email from [email protected] with a blue link to set your password. Please wait for that before logging in.
Once you’re set up, I’ll share the app download link and your training resources.
Thanks,
[Your Name / Company]
Train with UpKeep’s Official Courses
The most important step is making sure your team feels confident using the platform. We recommend enrolling in the role-specific courses below:
For Admins: Admin Training Course
Learn how to set up your account, manage users, build workflows, and create the foundation for success.For Technicians: Technician Training Course
Focused on the mobile app, logging work orders, and staying on top of day-to-day tasks in the field.
These courses are designed to get each role certified and confident, ensuring everyone knows exactly how to use UpKeep in their day-to-day work.
Keep It Simple for Your Team
After training, reinforce the basics:
Download and log into the mobile app
Use UpKeep to receive and close out work orders
Ask questions during your first week as you get familiar