Where to Set Your Company-wide Settings
This article explains the different settings that you can change to maximize your team’s productivity and streamline your workflow!
Ben On avatar
Written by Ben On
Updated over a week ago

With UpKeep, you have the ability to update settings for your team. Use these settings to maximize your team’s productivity and streamline your workflow! This article explains the different settings that you’ll have available to you and your team!

How to Find your General Settings

  1. Navigate to the Settings tab within your account. Its the gear icon in the bottom left

Common User and Business-Wide Settings

  • Language: There are currently four languages available with UpKeep – English, Spanish, Arabic, and German

  • Date Format: Choose from two date formats – MM/DD/YY or DD/MM/YY that you can select for the Work Orders list view

  • Currency: Select your team’s desired currency

  • Business Type: You can choose the Business Type for your company to have a familiar naming convention

  • Timezone: Select the Timezone that you are utilizing the application in

Work Order Settings

  • Auto-assign Work Orders: When this feature is toggled ON, NEW Work Orders created by any user will be auto assigned to the user who created the Work Order. With this feature toggled OFF, ONLY Techs and Limited Techs will be auto assigned to new work orders created.

  • Auto-assign Requests: With this feature toggled ON, If a new work order request is created, then the created work order from the request will be auto-assigned to the person who APPROVES the work order request

  • Disable Closed Work Order Notifications: Notifications will not be sent if a Closed Work Order is updated

  • Ask for feedback when Work Order is Closed: Allow requesters to submit feedback on the work done when a work order is competed.

  • Enable Work Order Updates for Requesters: Requesters will receive updates for the work orders they submitted

  • Work Order Start Count: If you already have work orders going for your company and you need the count to start from where you left off, this will allow you to set the number the next work order will be created with. NOTE: You will want to set this before making work orders.

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

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