UpKeep Help Center

Common How To's and Tutorials From UpKeep University

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35 articles in this collection
Written by Joseph Schmitt
Common How To's

How to Manage Your Profile

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Written by Joseph Schmitt
Updated over a week ago

Adding People & Teams

This article explains how your team admin can add and manage UpKeep users
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Written by Joseph Schmitt
Updated over a week ago

How to Change your Date Format

Choose between a MM/DD/YY Format or a DD/MM/YY Format for your Work Orders list view.
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Written by Joseph Schmitt
Updated over a week ago

How to Filter the Work Orders Page

In this article we will go over all of the filtering Options within our Work Orders page.
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Written by Joseph Schmitt
Updated over a week ago

How to Customize Column Headings in the Work Order List View

For our Work Order Table View we have the ability to customize the desired width of the columns and which column headings we wish to appear.
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Written by Joseph Schmitt
Updated over a week ago

Adding Locations and Sub-locations

This article explains how your team administrator can add and manage your locations and facilities
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Written by Joseph Schmitt
Updated over a week ago

How to Create and Manage Work Order Requests

This article explains how to How to Create and Manage Request with our mobile and web applications.
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Written by Joseph Schmitt
Updated over a week ago

How to Create and Manage Work Orders

This article explains how to use our work orders feature to build, manage, and process your workflow with our mobile and web applications.
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Written by Joseph Schmitt
Updated over a week ago

How to Create and Manage Preventative Maintenance/Recurring Work Orders

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Written by Joseph Schmitt
Updated over a week ago

How to Add Photos to Work Orders

This article explains how you can add and annotate photos on work orders on mobile.
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Written by Joseph Schmitt
Updated over a week ago

How to Create and Add Task Form/Checklist Templates

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Written by Joseph Schmitt
Updated over a week ago

Add & Assign Categories to Work Orders 

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Written by Joseph Schmitt
Updated over a week ago

How to Build and Save Work Order Reports

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Written by Joseph Schmitt
Updated over a week ago

Navigating the Dashboard

Learning how to Navigate the Dashboard
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Written by Joseph Schmitt
Updated over a week ago

How to Use Vendors & Customers

Track vendors to keep a record of all the work they complete for you and track customers to see the work you complete on their behalf.
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Written by Joseph Schmitt
Updated over a week ago

How to Duplicate Work Orders

We can Duplicate our Work Order if we wish to have a similar Work Order and just change some of the elements
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Written by Joseph Schmitt
Updated over a week ago

How to Share Work Orders

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Written by Joseph Schmitt
Updated over a week ago

How to Create a Purchase Order

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Written by Joseph Schmitt
Updated over a week ago

How to Create an Invoice

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Written by Joseph Schmitt
Updated over a week ago

How to create and Manage Meters

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Written by Joseph Schmitt
Updated over a week ago

How to Use Asset Check-In and Check-Out

Easily keep track of all your assets. Always know which of your assets are available and who has them.
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Written by Joseph Schmitt
Updated over a week ago

How to Use Custom Workflows

Automatically assign your Requests and Work Orders to match exactly how your team operates
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Written by Joseph Schmitt
Updated over a week ago

How to Edit Your Request Forms

With UpKeep we have the ability to edit our Request Forms so that we can get the information we desire to best create a Work Order
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Written by Joseph Schmitt
Updated over a week ago

How to Keep Track of your Warranty with UpKeep

With our Business Plus and Enterprise Plans your team can keep track of the Warranty of your Assets.
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Written by Joseph Schmitt
Updated over a week ago

How to Calculate Asset Depreciation

With UpKeep we have the ability to enter in our Purchase Date, Purchase Price, Useful life and Residual Value to track Depreciation.
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Written by Joseph Schmitt
Updated over a week ago

How to Calculate and Input Time in a Work Order

With our iOS / Android applications we have a built-in timer just for this!
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Written by Joseph Schmitt
Updated over a week ago

How to Use Itemized Time and Cost Tracking

Business Plus and Enterprise users can utilize itemized time and cost tracking.
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Written by Joseph Schmitt
Updated over a week ago

How to Calculate Asset Downtime

With UpKeep, you can track the downtime of your equipment.
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Written by Joseph Schmitt
Updated over a week ago

How to Change your Email Address/Username

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Written by Joseph Schmitt
Updated over a week ago

How to Create QR Codes

Easily check in and scan out parts from your inventory by using the camera on your phone to read it’s barcode.
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Written by Joseph Schmitt
Updated over a week ago