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Advice and answers from the UpKeep Asset Operations Team
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Work Order
Work
Order
Signature Capture
work
order
Open the
work
order
using the UpKeep mobile app (iOS or Android) Tap… UpKeep web app and click on Settings Select
Work
Orders In the
Work
Order
Configuration…
order
If a
work
order
has Required signature capture and is completed on the web, the user will
How to Import
Work
Orders and
Work
Order
History
B -
Work
Order
Title Monthly PM – HVAC Title of the
work
order
… D -
Work
Order
# 5555 Enter
work
order
number to be assigned… Description of the
work
order
How to Edit/Manage
Work
Order
Forms
Learn how to configure
work
order
forms… How to Configure your
Work
Order
Forms… FAQs about
Work
Order
Forms
How to Edit a
Work
Order
Need to make changes to a
Work
Order
? Learn how to edit and update
Work
Orders… side of the
Work
Order
Make your desired changes Click “Update
Work
Order
” Technician… On the “
Work
Orders” page, click on the desired
work
order
Select the Pencil on the right
How to Create
Work
Order
Categories
Learn to create
work
order
categories to help simplify reporting… How to Create New
Work
Order
Categories On Web… Available On: Lite, Starter, Professional and Business Plus
Work
Order
Categories act as the filing
How to Create Meter
Work
Order
Triggers
Automatically generate a
work
order
based on your meter readings!…
Order
Details:
Work
Order
Title (required)
Work
Order
Description (optional) Assign… Go to
Work
Order
Triggers: Tap on
Work
Order
Triggers within the selected meter
How to Use
Work
Order
Custom Fields
How to get additional custom Fields for your
Work
Orders… Fill it in and complete the
work
order
creation Configuring Default
Work
Order
Fields For advanced… How to Create a
Work
Order
Custom Field
How to Create Custom
Work
Order
Statuses
A guide to creating and using Custom
Work
Order
Statuses… How to Create Custom
Work
Order
Statuses… How to Use Your Custom
Work
Order
Statuses
Work
Order
Close Out Notes: Video Walkthrough
Video walkthrough on using
Work
Order
Close out Notes… Close out notes are a crucial feature in UpKeep that help you track and share the resolutions of
work
How to Add
Work
Order
Closing Notes
Learn how to leave closeout notes to share what helped solve the
Work
Order
… When closing a
work
order
in UpKeep, simply add a note detailing the resolution or any important actions… Select the
Work
Order
. Go to the Overview tab
