Available On: Professional and Business Plus
The Request Portal gives you a URL to share with internal or external users and allows requests via email. Requesters receive updates as their requests move through stages: opened, in progress, on hold, and closed.
💡This is for users who don’t log in to UpKeep, unlike Internal Requester users who need a login
⚠️ Looking for your company's Request Portal URL or Email Address to submit a request?
Please reach out to your company's administrator, they will be able to provide you with the correct information.
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!
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
Select Copy
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.
You can also add your company’s logo to your Request Portal! Click here to learn more!