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UpKeep Preventive Maintenance: Step-by-Step Video Walkthrough
UpKeep Preventive Maintenance: Step-by-Step Video Walkthrough

Discover how to maximize your efficiency with UpKeep's Preventive Maintenance features in this comprehensive video walkthrough

Updated over 3 months ago

Available On: Starter, Professional and Business Plus


Explore the latest enhancements in UpKeep’s Preventive Maintenance (PM) features with this step-by-step video walkthrough. Learn how creating PMs streamlines the process of creating and managing preventive maintenance tasks, now allowing you to handle single, no asset, or multi-asset PMs all within one simple workflow.

Key Features Covered:

  • Unified PM Creation: Easily create PMs with a single option for all asset types.

  • Detailed Setup: Input essential information, select checklists, and apply consistent details to all work orders triggered by the PM.

  • Flexible Scheduling: Choose between calendar-based, meter reading, or combined schedules to trigger work orders at the right time.

  • Enhanced Record Management: Assign PMs to specific locations or assets and manage independent schedules across different sites.

  • Efficient Editing: Quickly edit individual schedules, modify work order details, and perform bulk actions, such as adding locations or assets.

This walkthrough ensures you get the most out of UpKeep’s PM tools, making maintenance management more streamlined and effective.


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