Available On: Lite, Starter, Professional and Business Plus
⚠️ Note Certain Functionalities will differ by plan type. View our Plan/Features list here
This guide will walk you through the steps to mark work orders as completed, ensuring all tasks are properly documented and closed out. Learn how to update task details, add completion notes, and confirm work completion in UpKeep!
Work Order Details
When you select a Work Order, you will see all the corresponding Work Order details.
A Work Order Image
If any Images are attached to your Work Order they will be viewable at the top
The Work Order Priority
The Work Orders last Updated Date
The Work Order Number
The Work Order Title and Description
The Work Orders Status
The Work Order Time
The Specific details of the Work Order:
Field | Example Entry | Guide |
Start Date | 01/01/24 11:00 am | This is when you want the work to begin |
Due Date | 01/05/24 10:00 am | This is when you want the work to be completed by |
Category | Damage | The type of work is being performed
|
Assigned to | Worker1 | The Primary Assignee of the Work Order
|
Team | Maintenance Team | Grouping users together as a team to help alert all users of assignment and updates
|
Additional Workers | Worker2, Vendor1 | Any Additional Users assigned to the Work Orders
|
Location | Factory | Where the technician is going for this Work Order |
Asset | HVAC | What Asset is the work being performed on?
|
Created | Created 01/01/24 10:00 am by Admin1 | The user who created |
Time | 4 | The amount of hours logged on the Work Orders |
Work Order Tasks
Complete your Tasks and Checklists
Task Items will save once you've either entered in information or selected an option
Parts and Costs
Parts
Add in your parts (or sets of Parts)
Set and update their quantities
Labor
Add any additional Labor (worker) costs and time for the Work Order
Costs
Add in any additional costs needed
Files
Upload any files or add from your already saved files
View any of the files you've added to the Work Order
Work Order Updates
Select the Updates Tab
View any Updates and notes on the Work Order
Add your own Work Order Updates/Comments
Use @ Tagging to notify users
You can select Everyone (which will be everybody assigned to the Work Order)
You can select specific Team Members
Updating the Work Order Status
Once you've reviewed your Work Order you can set your Work Order Status. Select the toggle and then select the new Work Order Status
The Default Work Order Statuses are:
Open
In-Progress
On Hold
Complete
💡 Business Plus Plan users can create Custom Work Order Statuses
FAQs about Viewing/Processing Work Orders Web
What if I need to update details on a Work Order?
If you created the work order, you are able to make edits, but only admins can edit all work orders. Technicians can only edit/delete work orders they created. If technicians need something updated, they will need to reach out to the company admin.
How can you let a co-worker or manager know an update or important note about a work order?
Click the Updates tab on the work order menu and @mention the co-worker/manger and let them know the important information. You can only @mention users who are active in UpKeep.
Unable to Complete Work Order?
Make sure you have filled out every detail required for completion. Sometimes this can be missing time or a task left incomplete.