Adding locations is a foundational function within UpKeep. Locations tell technicians where they should go to complete their work. Assign parts and assets to locations so you know exactly where they are at all times.
Here is a graphic detailing the suggested hierarchy of locations within your account.
TIP: Already have your location data and want to skip ahead? Click to access the importing page for Locations or learn how to import it into UpKeep!
How to Add a Location
Navigate to your Locations section
On the Locations page, click + Location
Add your Location Name
Add your full street address
OPTIONAL: Include Map Coordinates for Location
Assign workers, teams, vendors, or customers
Click Submit to save your changes
On Web:
How to Add Sub-locations
Get granular with your locations and create sub-locations for units, buildings, rooms, and more. Attach parts and assets to rooms to keep track of all your inventory across locations.
Navigate to your Locations section
Click on the primary Location
Click the arrow next to that Location
Click + Add Sublocation
Add a Name
Click Save
TIP: Alternatively, follow the same steps to add a primary location... then in the Parent location field, select the primary location. If a Parent location is selected, this location that is being added will become a sub-location.
Best Practices
At this time the sub-locations will share an address with the primary location. Check out the hierarchy below.
TIP: We do recommend having a specific naming convention used within your Account to be able to easily designate your locations and sub-locations. Check out the examples below!
