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UpKeep Work Orders

All the How To Docs for Set up and Usage of UpKeep Work Orders

61 articles
How to Create New Work OrdersLearn how to create work orders on UpKeep's Web Application
How to Add Photos to Work OrdersThis article explains how you can add and annotate photos on work orders on mobile.
How to Create and Manage Work RequestsLearn to create + manage the work requests
How to Create Work Order Categories Learn to create work order categories to help simplify reporting
How to add a Task or Checklist to a Work OrderHow to add specific task items that need to be done on a work order
How to Add Images and Notes to a Task on a Work Order via Web and MobileAdding Images or Files to a Task on a Work Order
How to upload Files to UpKeep and to a Work OrderLearn to upload photos, PDFs, and MP4 files to your UpKeep account
How to Record Time to a Work OrderLearn how to add time to a work order to record the time spent!
How to Edit/Delete time logged on a Work OrderThis doc will walk your through how to delete time from a work order and re add the correct time manually.
How to Calculate Time & Cost to a Work OrderLearn to add hourly/labor rates to specific technicians and automatically calculate the cost!
Work Order Signature CaptureLearn how to enable the WO signature capture feature!
How to Utilize the Updates section of a Work Order on Web (Legacy)Learn to master team communication by using the Updates section in work orders, featuring the @mention tool
How to Utilize Public Request PortalLearn to utilize your Public Request Portal
How to Duplicate Work OrdersYou can duplicate work orders if you are reusing a lot of the same elements and create new work orders more quickly!
How to Download and Print Individual Work Orders to PDFPrint an individual WO's PDF or multi-select multiple WOs and download the PDFs
How to Create an InvoiceYou can create an invoice in UpKeep to download or print by billing your customer for a work order
Shared Work Orders and How They WorkYou can share your work orders with external vendors/contractors or anyone else on your team that DOES NOT have an UpKeep login!
How to Link Work OrdersIf you have several, similar work orders, you can link them together to help your team see the full story of the work order
How to Use Start/Due Dates on Work OrdersLearn to use Start + Due Dates on Work orders
How to Edit a Work Order - LegacyNeed to make changes to a Work Order? Learn how to edit and update Work Orders
How to View and Process Work Orders on WebLearn how to view and properly process your Work Orders on Web
How Administrators and Limited Administrators Can Approve and Manage Work Order RequestsLearn how Admins can view and approve requests
How to Use the Scheduler in UpKeepAssign unassigned work orders with full control using drag-and-drop scheduling.
Work Orders List Page

How to Bookmark your Work OrdersKeep an eye on important work orders or use them for offline mode!
How to Delete or Archive Work OrdersWritten and video directions on how to delete or archive work orders from your account
Work Orders List Page "Report" or Bulk Print Individual Work OrdersHow to print the work orders list page for "reporting" or to bulk print individual work orders
How to Create Reports from the Work Orders Page on WebLearn how to create reports using filters and learn to creatr quick filter dashboards to easily export reports.
How to Use the Calendar ViewPlan ahead and boost efficiency by finding a lot of use out of the Monthly, Weekly, and Daily view in your team's Calendar
How to Filter Work Orders on Web (Legacy)Learn the filtering options within our Work Orders page for our web application.
How to Customize the Columns in the Work Order Table List ViewYou can customize the desired width of the columns and which column headings you want on the table