UpKeep is designed with a focus on the technician experience. See the Work Orders that matter the most to you! Especially as you're in the field with your mobile device, you'll want to quickly filter out the work orders see what is most important.

In this article, we will go over all of the filtering Options within our Work Orders page on our mobile applications. By default, the Work Orders section will show Open, On Hold, and In Progress Work Orders.

Default Quick Filters

When you first open your mobile app, this is what you'll see:

1 - View My Work (Due Today): Work Orders assigned to you that are due today

2 - All Work Orders: no filters selected, all Open, On Hold, and In Progress work orders that you can view

3 - Scan: to scan a UPC or QR code and pull up whatever asset/part you scanned directly from this screen!

4 - Support: to get in quick contact with our support team!

5 - Technician Analytics: a quick and basic overview on the number of work orders you completed this week and how many of those were completed on time (based on due date)

6 - Past Due: Work Orders that are assigned to you and have passed its Due Date

7 - High Priority: Work Orders assigned to you and are High Priority

8 - Bookmarked: Work Orders assigned to you and that you have saved to Bookmarks

9 - Last Updated: Work Orders assigned to you and sorted by the ones most recently updated


Filter Selections

On iOS, the filters bar looks like this:

From Left to Right (You can scroll or move this bar to the left to see more filters):

  • Additional Filters: Open up the full list of selectable filters

  • Me or My Work Filter: Select which users Works Orders have you listed as the Primary OR Alternate assigned user

  • Due Date: Select the Work Orders by Due Date, you can also find your past-due and unscheduled Work Orders

  • Status: Choose from any (or all) of the work order statuses: Open, On Hold, In Progress, Complete

  • Location: Find the Work Orders at the Location desired

  • Priority: Choose from any (or all) of the statuses: None, Low, Medium, High

  • Bookmarked: Any Work Orders that were saved to Bookmarks


Additional Filters

Looking for more? Well, we also have Additional Filters!

  • Work Order Status: Choose from any (or all) of the statuses: Open, On Hold, In Progress, Complete

  • Reactive or Repeating: We can choose all, or just by Reactive or Repeating Work Orders

  • Archived: We can choose whether to hide or show our Archived Work Orders

  • Scheduled: Select whether you want to see Work Orders with or without an assigned due date (or all Work Orders)

  • Priority: Choose from any (or all) of the statuses: None, Low, Medium, High

  • Bookmarked: Show your bookmarked work orders

  • Assigned To: Select all the users assigned to Works Orders you want to see

  • Created by: Find Work Orders created by specific users

  • Completed by: Find Work Orders completed by specific users

  • Requester: Find Work Orders requested by specific users

  • Team: Find Work Orders assigned to specific teams

  • Location: Find the Work Orders at the Location desired

  • Asset: Find the Works by Asset assigned

  • Category: See Work Orders based on desired categories

  • Due Date: Select the range of due dates you would like to see

  • Date Completed: Select the range of completion dates

  • Date Created: Select the range of date created

  • Date Last Updated: Select the range of Work Order updates

TIP: Once you've selected the filters you need, be sure to tap on the red Apply button!

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