Available On: Lite, Starter, Professional and Business Plus
⚠️ Certain functionalities will differ by plan type. View our Plan and Features list here.
Creating a Work Order in UpKeep is an essential step in managing your maintenance tasks efficiently. Whether you're addressing a repair, routine maintenance, or any other task, a well-organized work order ensures that the job gets done right. In this guide, we'll walk you through the step-by-step process of creating a work order, from setting the title and description to assigning workers and linking assets. By the end, you'll have a clear and comprehensive work order ready to keep your operations running smoothly. Let’s get started!
How to Create Work Orders
Navigate to the Work Orders Tab:
Once you're logged into UpKeep, go to the Work Orders tab from the main menu on the left side of your screen.
Click the "Create Work Order" Button:
At the top right corner of the Work Orders page, click the "Create Work Order" button to start a new work order.
Fill Out Your Work Order Information:
Title:
Provide a clear and concise title for the work order. This should summarize the task or issue.Description:
Enter a detailed description of the work that needs to be done. Include any relevant information that could assist the technician.Images:
Upload any images that relate to the work order, such as photos of the asset, the area needing attention, or any damage.Start Date:
Set the start date for the work to begin. You can select today’s date or a future date depending on when the work needs to be scheduled.Due Date:
Choose the due date by which the work should be completed. This helps in prioritizing and scheduling tasks effectively.Estimated Duration:
Enter the estimated amount of time it will take to complete the work order. This helps with resource allocation and planning.Category:
Select the category that best describes the type of work. Categories help organize and filter work orders later.Main Worker/Additional Worker/Team:
Assign the main worker or team responsible for completing the task. You can also add additional workers if multiple people will be involved.Location:
Specify the location where the work will take place. This could be a specific building, room, or area within your facility.Asset:
Link the relevant asset to the work order. This helps keep track of maintenance history and asset performance over time.Tasks/Checklists:
Add any tasks or checklists that need to be completed as part of the work order. This ensures that all necessary steps are followed.Parts:
List any parts required for the work. This helps in inventory management and ensures that technicians have everything they need.
Select "Create Work Order":
Once all the information is filled out, click the "Create Work Order" button at the bottom of the page to finalize and save your work order.
⚠️ If you are on our Business Plus plan and have Required Fields set, the Create Work Order Button will not turn blue until all Required Fields are completed.