Beginning with our Professional Plan you will gain access to your Company Request Portal.
The Request Portal provides you with a URL that you can distribute to external users or third party users who are outside your UpKeep team and also the ability to receive requests by email. Requesters will receive updates on the status of those requests as they move from opened, in progress, on hold, and closed.
NOTE: This is intended for people who don’t log in to the UpKeep app and is different from your internal Requester users, who do need a login!
You can also add your company’s logo to your Request Portal! Click here to learn more!
Request Portal URL
This will give you a URL that you can distribute to external users or third party users since this is intended for people who don’t log in to the UpKeep app! No login is required for the requester, but an email address is needed to be notified of the status of the work order. Check the last section of this article on how the public request portal might be used for a request.
To find your Work Request Portal URL:
Navigate to the Request Portal section
Select Copy URL
If you want to change the URL, click Customize URL
TIP: We can also edit the questions on Request Portal! Click here to learn more!
Where to find your Request Portal Email
With the Request Portal, your company will also have an email address that you can distribute to team members/customers outside of your UpKeep team.
This email will be notifications+[YourID]@onupkeep.com.
The subject line of the email will become the work order title, and the body of the email will become the description.
To find your unique Email Address:
Navigate to the Request Portal tab
If you wish to change the email address ID, select Update Email ID
Purchase Order Request
You can access the Purchase Orders Module on our Business Plus Plan. You’ll have the ability to receive Purchase Order Requests from technicians and users outside of your team.
TIP: Getting Started with UpKeep? Join our Account Set-up and Best Practices Webinar here. Or check out the video tutorial on using your Company Request Portal!