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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29 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 this week

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 this week

Can I use UpKeep to create barcodes and QR codes?

UpKeep supports UPC and QR codes for asset and part tags
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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 this week

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
How to use UpKeep Features

What are request form items, public request portal, and form templates?

We know it is a bit tricky, but there are a few ways to generate work tickets and to specify form items
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Written by Ryan Chan
Updated over a week ago

What is the Public Request Portal and how do I use it?

Distribute a URL to others in your company or to third parties to have them submit work requests to you
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Written by Ryan Chan
Updated over a week ago

How do I email in a work request?

Automatically generate a work request from an email address
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Written by Ryan Chan
Updated over a week ago

Calculating & Inputting Time in a Work Order

Track the time it takes for you and your technicians to complete the task, itemized and ready to calculate labor costs.
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Written by Ryan Chan
Updated over a week ago

How to add notes to work orders

Adding notes, images, and audio clips to work orders
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Written by Ryan Chan
Updated over a week ago

How do I use "Categories" to organize work orders?

Categorize work orders - project codes, maintenance types, etc
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Written by Ryan Chan
Updated over a week ago

How do I upload files to work orders or assets

Files for images, videos, and PDFs
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Written by Ryan Chan
Updated over a week ago

How can a work order be scheduled according to meter readings and not just time interval based?

Use our metering function!
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Written by Ryan Chan
Updated over a week ago

How do I print a work order?

Print a work order in PDF
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Written by Ryan Chan
Updated over a week ago

How do I change the currency in UpKeep?

Changing currency is simple!
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Written by Ryan Chan
Updated this week