Now that you’ve got the data into your UpKeep Account you can now get your account set-up for Preventative Maintenance!

  • Step 1: Create Form Templates

  • Step 2: Create a Preventative Maintenance Schedule

  • Step 3: Create and Set-up Meters

  • Step 4: Set-up Your Request Forms


Step 1: Create Checklists

Check Lists allow you to reuse specific Form/Task Items for easy use in work orders.

Most commonly, these are used for inspections where you have a list of subtasks or checklist items that you’d like to include as part of a work order. Once we have our checklists created, you can easily and quickly add them to Work Orders or Preventive Maintenance triggers.

Access your Checklists section here.


Step 2: Create a Preventative Maintenance Schedule

Preventative maintenance is work done on a repeating schedule to prevent failures or breakdowns. This could include monthly inspections, parts replacements, or detection reporting.

The goal of preventative maintenance is to detect and avoid issues before they become an issue. With our preventative maintenance module, you can easily create repeating work orders over a given frequency (daily, monthly, annual, etc). This way your team can move from reactive to a more proactive maintenance mindset!

Click to Access the Preventive Maintenance section.


Step 3: Create and Set-up Meters

With our Meter feature, you can quickly schedule work orders according to meter readings. We can measure mileage and other measures. This way you can begin to plan maintenance that is based on usage, not just fixed time. We set-up Meter Reading Triggers, once you’ve achieved your set measure, a work order is automatically generated!

Click to access your Meters section.


Step 4: Set-up Your Request Forms

Requests are a central part of any team's workflow. Requests can come in from different users throughout the team to be approved by an Administrator to become a Work Order.

With UpKeep we have the ability to edit our Request Forms so that we can get the information we desire to best create a Work Order. We have our Request Form for our Requester Users, users who have an UpKeep login.

On our Professional Plan, we also have our Request Portal which is a URL that we can distribute to people outside of our UpKeep team (such as tenants or employees). When submitting requests through the Request Portal you will receive email updates regarding the status of the Work Orders.

Click to edit your internal Requester form.

Click to edit your Public Request form.

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