Available On: Lite, Starter, Professional and Business Plus
Learn how to create and manage assets in UpKeep with this step-by-step video walkthrough! We'll show you how to add new assets, organize key details, and set up your assets for easy tracking and reporting—helping you stay on top of maintenance and performance effortlessly.
How to Create an Asset on the Web Application
To create an asset in UpKeep’s web app, follow these steps:
1. Navigate to the Asset Tab
From the left-hand panel, select the Assets tab.
Click the Create Asset button in the upper-right corner of the screen.
2. Enter Asset Details
Add the Asset Name and Description.
Include additional details such as Model, Manufacturer, Serial Number, Category, and Area.
3. Add Barcodes (Optional)
If you have existing barcodes or QR codes, enter them in the Barcode field.
If you need a barcode, select Generate Random Barcode and print it for future use.
4. Upload Images & Files
Attach images of the asset for easy identification.
Upload instruction manuals, warranties, or other relevant documents.
5. Assign the Asset to a User or Team
Assign assets to specific workers or teams to ensure visibility and tracking.
Limited Technicians can only view the assets they are assigned to.
6. Track Additional Information
Add vendors, customers, and service dates, including the Placed in Service date.
Track Warranty Expiration for proactive maintenance.
Associate relevant parts with the asset.
7. Set Asset Hierarchy & Location
Organize assets into a hierarchy (Parent, Child, Grandchild, Great-Grandchild).
Assign the asset to a specific location for better tracking.
8. Advanced Features (Business Plus Plan)
Depreciation Tracking – Monitor asset value over time.
Downtime Tracking – Set operating hours to accurately measure downtime.
Check-in/Check-out – Track which assets are in use or available.
9. Finalize & Save
Once all details are entered, click Create Asset to save it.
Your new asset is now ready for use in UpKeep!
Creating an Asset in UpKeep’s Mobile Application
To create an asset in UpKeep’s mobile app, follow these steps:
1. Open the App
Launch the UpKeep mobile application and log in.
2. Navigate to Assets
Tap on the Assets tab in the bottom navigation menu.
3. Add a New Asset
Click the "+" button to create a new asset.
4. Enter Asset Details
Fill in key information, such as Asset Name, Location, Category, and Description.
You can also attach photos, serial numbers, and other details.
5. Save the Asset
Once all required fields are completed, tap Save to add the asset to your database.
Your new asset is now available for tracking, maintenance, and management within UpKeep.