UpKeep Work Orders
All the How To Docs for Set up and Usage of UpKeep Work Orders
26 articles
- How to Create New Work OrdersLearn how to create Work Orders
- How to View and Process Work Orders On WebLearn how to view and process Work Orders
- How to Add Photos to Work OrdersThis article explains how you can add and annotate photos on work orders on mobile.
- 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 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 Add Work Order Close Out NotesLearn how to leave closeout notes to share what helped solve the Work Order
- 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
Work Order Dashboard
Learn how to navigate the work order dashboard through sorting, filtering and searching
- 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 Filter Work Orders on WebLearn how to filter, save, and share custom Work Order views in UpKeep to streamline your maintenance workflows and quickly locate key tasks.
- Work Order FeedbackFeedback can be given on work orders, this article shows you how it works.
- 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 Create Work Order Categories Learn to create work order categories to help simplify reporting
Work Orders (New)
Learn how to create and process work orders in the new work orders interface
- How to View and Process Work Orders On Web (New)Learn how to view and process Work Orders on the new Work Orders interface
- How to Bookmark your Work Orders (New)Keep an eye on important work orders or use them for offline mode!
- How to Add Images and Notes to a Task on a Work Order via Web (New) and MobileLearn how to add images, notes, and files to individual tasks on a Work Order on both web and mobile platforms to document proof of work.