Getting Started With UpKeep

New to UpKeep? You came to the right place! How to Sign Up and get started, using assets and locations, different account types, QR Codes, Reports, Preventative Maintenance, and more!

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23 articles in this collection
Written by Ryan Chan
Getting Your Account Set Up

What is the request / approval workflow in UpKeep?

Streamline requests, approve them, and delegate them to the assigned person
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Written by Ryan Chan
Updated over a week ago

How do I use sub-locations and sub-assets

Learn more about the structure and hierarchy of UpKeep
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Written by Ryan Chan
Updated over a week ago

What are the different account types within UpKeep?

Admin, Technical, Limited Technical, Requester, View Only, and Vendor
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Written by Ryan Chan
Updated over a week ago

What is a work "Request"?

Differences between the work order and the work request
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Written by Ryan Chan
Updated over a week ago

Adding parts and managing parts in your inventory

Parts, importing, scoping parts to particular work orders and more
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Written by Ryan Chan
Updated over a week ago

How do I add people to my team?

How to add additional users to your UpKeep account
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Written by Ryan Chan
Updated over a week ago

How do I create preventative maintenance (PMs) work orders?

Creating preventative maintenance, recurring, or repeating work orders or tasks. Also, when do repeating work orders get shown?
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Written by Ryan Chan
Updated over a week ago

How do notifications work and when will I receive a notification in the app?

All about notifications, when they are received and how to turn them on/off. What to do to troubleshoot notifications. Not receiving them?
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Written by Ryan Chan
Updated over a week ago

What is the end date and due date?

What's the difference between due date and end due date?
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Written by Ryan Chan
Updated over a week ago