Use work orders to track the maintenance of your assets. These work orders are used to track labor, parts, and additional costs to further help you optimize asset longevity.

1 - On the Work Orders Page, click on + Work Order

2 - Enter in your Work Order Info, including:

3 - Submit to create the work order!

TIP: If your assets are already assigned to a location, you can just select the asset, the location will automatically be assigned to the work order as well!

TIP: You can also create Work Orders through your Asset. Click into the Asset section, select the Asset, then select the Work Orders tab. You will then see a + Work Order button.

By processing, we mean how to complete work orders and add notes on what work may have been completed.

1 - Click to open the desired work order

2 - Review the work order description/location/assets and any parts/tools needed

3 - Change the Status of the work order to In Progress or On Hold (or Start the timer)

4 - Complete the WO's tasks/checklist (if applicable)

5 - Add any Parts (Quantity used)//Time (this is manual and optional if you didn't start the timer)//Additional Costs

6 - Include Updates or messages in the “Update Section” (Web App - Select Updates; Mobile App - Swipe Right or tap Updates)

7 - Once the work order is completed, update the status to “Complete”

GIF:

NOTE: This is going to be very similar to creating a work order, except you can change the details of an existing work order or add new information.

For questions or concerns please reach out to Support at [email protected] or via chat in your Upkeep account under Contact US.