UpKeep Work Orders
All the How To Docs for Set up and Usage of UpKeep Work Orders
43 articles
How to Create New Work OrdersLearn how to create work orders on UpKeep's Web Application
How to Add Photos to Work OrdersThis article explains how you can add and annotate photos on work orders on mobile.
How to Create Work Order Categories Learn to create work order categories to help simplify reporting
How to add a Task or Checklist to a Work OrderHow to add specific task items that need to be done on a work order
How to Add Images and Notes to a Task on a Work Order via Web and MobileAdding Images or Files to a Task on a Work Order
How to upload Files to UpKeep and to a Work OrderLearn to upload photos, PDFs, and MP4 files to your UpKeep account
How to Record Time to a Work OrderLearn how to add time, start the work order timer, and track labor on web, iOS, and Android — including the new instant-start mobile timer.
How to Calculate Time & Cost to a Work OrderLearn to add hourly/labor rates to specific technicians and automatically calculate the cost!
Work Order Signature CaptureLearn how to enable the WO signature capture feature!
How to Duplicate Work OrdersYou can duplicate work orders if you are reusing a lot of the same elements and create new work orders more quickly!
How to Create an InvoiceYou can create an invoice in UpKeep to download or print by billing your customer for a work order
How to Link Work OrdersIf you have several, similar work orders, you can link them together to help your team see the full story of the work order
How to Use Work Order TemplatesLearn how to use Work Order Templates
How to Create and Use Saved Views in the Scheduler
Communicating Through the External Request PortalLearn how to chat and communicate with external requesters through the Request Portal
Work Orders (New)
How to utilize UpKeep Work Orders (New)
Work Orders, Upgraded.A modern interface for the same powerful features you trust—now easier to use and navigate.
How to Create New Work Orders (New)Learn how to create Work Orders in the Work Orders (New) Experience.
How to Filter Work Orders (New) on WebLearn how to filter your Work Orders on Work Orders (New)
How to View and Process Work Orders On Web (New)Learn how to view and process Work Orders on the Work Orders (New) Experience.
Work Order Close Out Notes: Video WalkthroughVideo walkthrough on using Work Order Close out Notes
How to Add Work Order Closing NotesLearn how to leave closeout notes to share what helped solve the Work Order
Work Order Feedback/Review and How it WorksFeedback can be given on work orders, this doc shows you how it works and looks.
How to set your Work Order Number Start CountUpKeep allows you the ability to set your Work Order Start Count so that your team can utilize the Work Order numbers that you desire.
How to Edit/Manage Work Order FormsLearn how to configure work order forms
How to Create Custom Work Order StatusesA guide to creating and using Custom Work Order Statuses
How to Use Work Order Custom FieldsHow to get additional custom Fields for your Work Orders
How to Bookmark your Work OrdersKeep an eye on important work orders or use them for offline mode!
How to Use the Calendar ViewPlan ahead and boost efficiency by finding a lot of use out of the Monthly, Weekly, and Daily view in your team's Calendar
How to Customize the Columns in the Work Order Table List ViewYou can customize the desired width of the columns and which column headings you want on the table
How to Set and Manage Automated WorkflowsLearn to set up custom automated workflows to double productivity and efficiency!
Video - How to Set and Manage Automated WorkflowsTo show you how to set and manage different types of automated work flows
Workflow LibraryThis library is to help automate tedious tasks and expedite the most important ones! Check out the top 5 workflows from various industries!
Facilities Management WorkflowsTop 5 Facilities Management Workflows
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Manufacturing Management WorkflowsTop 5 Manufacturing Management Workflows
Fleet Management WorkflowsTop 5 Fleet Management workflows
Hospitality - Hotel Management WorkflowsTop 5 workflows for hospitality-hotel management
Equipment Management WorkflowsTop 5 equipment management workflows
Property Management WorkflowsTop 5 Property Management Workflows