UpKeep Asset Operations

Available On: Lite, Starter, Professional and Business Plus

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Get ready to level up your maintenance game! 🚀 In this article, we'll walk you through the basics of creating locations and sub-locations in your UpKeep Account. 

Whether you're keeping tabs on one site or multiple facilities, getting the hang of location management is your ticket to smoother sailing and boosted productivity. So, let's jump in and discover how getting started with UpKeep's location features can supercharge your maintenance routine! 🛠️

💡 Already have your location data and want to skip ahead? Click to <a href="https://app.onupkeep.com/web/locations/import" rel="nofollow noopener noreferrer" target="_blank">access the importing page</a> for Locations or learn <a href="https://help.onupkeep.com/en/articles/1746948-how-to-import-locations" rel="nofollow noopener noreferrer" target="_blank">how to import it</a> into UpKeep!

Locations are essential for organizing where your assets are housed and where maintenance takes place, making it easier to assign tasks and track maintenance history. 

Guided steps on how to add a location in to your UpKeep account. 

Navigate to the Locations Section: Go to the Locations section from the main menu.

Create a New Location: On the Locations page, click the Create Locations button.

- Location Name: Add the name of the new location.
- Street Address: Enter the full street address of the location.

Optional: Include Map Coordinates: You can add map coordinates to specify the exact location on a map.

Assign Workers, Teams, Vendors, or Customers: Assign relevant workers, teams, vendors, or customers to this location as needed.

Save Your Location: Click Create Location to save the new location and update your records.

1. Navigate to the Locations Section: Go to the Locations section from the main menu.
2. Create a New Location: On the Locations page, click the Create Locations button.
3. Enter Location Details: 
 - Location Name: Add the name of the new location.
 - Street Address: Enter the full street address of the location.
4. Optional: Include Map Coordinates: You can add map coordinates to specify the exact location on a map.
5. Assign Workers, Teams, Vendors, or Customers: Assign relevant workers, teams, vendors, or customers to this location as needed.
6. Save Your Location: Click Create Location to save the new location and update your records.

Guided steps on how to add a sub location in to your UpKeep account. 

Select the Primary Location: Find and go to the Primary Location where you want to add a sublocation.

Access the Option Menu: Click the Option Menu (three-dot or gear icon) next to the primary location.

Add a Sublocation: Select "Add Sublocation" from the menu.

Enter Sublocation Details: Add a descriptive name for the new sublocation.

Create the Sublocation: Click "Create Location" to add the sub location under the primary location.

1. Navigate to the Locations Section: Go to the Locations section from the main menu.
2. Select the Primary Location: Find and go to the Primary Location where you want to add a sublocation.
3. Access the Option Menu: Click the Option Menu (three-dot or gear icon) next to the primary location.
4. Add a Sublocation: Select "Add Sublocation" from the menu.
5. Enter Sublocation Details: Add a descriptive name for the new sublocation.
6. Create the Sublocation: Click "Create Location" to add the sub location under the primary location.

This guide provides detailed steps for team administrators to add and manage locations and facilities effectively

What Are Locations?

How to Add a Location

How to Add Sub-locations