Using UpKeep - General How To's

Common How To's and Tutorials

Ryan Chan avatar Joseph Schmitt avatar Jason Visenberg avatar +5
79 articles in this collection
Written by Ryan Chan, Joseph Schmitt, Jason Visenberg and 5 others
Assets

How to Create Assets

Learn to add Assets into UpKeep and how to use it to set you and your team up for long term success
Ben On avatar
Written by Ben On
Updated over a week ago

How to Bulk Update Assets

Use our Update Feature to make mass updates to your Assets saving time from updating each asset individually
Ben On avatar
Written by Ben On
Updated over a week ago

Using Assets and Additional Information

Learn to filter, export, and customize your assets while implementing best practices!
Ben On avatar
Written by Ben On
Updated over a week ago

How to Create, Edit, and Remove Custom Asset Fields

This doc is intended to show you how to create new custom fields for data storage on your assets!
Candice Ray avatar
Written by Candice Ray
Updated over a week ago

How to Create Custom Asset Downtime Statuses

With Business Plus, you have the ability to change the Status of your Assets between operational and not operational (or a custom status)
Ben On avatar
Written by Ben On
Updated over a week ago

How to Use Asset Check-In and Check-Out

With the Business Plus plan, easily keep track of all your assets. Always know which of your assets are available and who has them.
Joseph Schmitt avatar
Written by Joseph Schmitt
Updated over a week ago

How to Keep Track of your Warranty with UpKeep

With our Business Plus Plan, your team can keep track of the Warranty of your Assets.
Joseph Schmitt avatar
Written by Joseph Schmitt
Updated over a week ago

How to Create QR Codes

Easily check-in and scan out parts from your inventory by using the camera on your phone to read its barcode.
Ben On avatar
Written by Ben On
Updated over a week ago

How to Calculate Uptime Percentage

With Business Plus, track the uptime/downtime of your equipment.
Ben On avatar
Written by Ben On
Updated over a week ago

How to Calculate Asset Downtime

With UpKeep, you can track the downtime of your equipment.
Joseph Schmitt avatar
Written by Joseph Schmitt
Updated over a week ago

How to Calculate Asset Depreciation

With UpKeep we have the ability to enter in our Purchase Date, Purchase Price, Useful life and Residual Value to track Depreciation.
Joseph Schmitt avatar
Written by Joseph Schmitt
Updated over a week ago
Work Orders

Basic Understanding of Work Orders

Basic understanding of Work Orders, how to create Work Orders, and assign workers to Work Orders
Bradford Risbert avatar
Written by Bradford Risbert
Updated over a week ago

How to set your Work Order Number Start Count (and work order number)

UpKeep allows you the ability to set your Work Order Start Count so that your team can utilize the Work Order numbers that you desire.
Ben On avatar
Written by Ben On
Updated over a week ago

How to Create, Manage, and Edit Work Orders

This article explains how to use our work orders feature to build, manage, and process your workflow with our mobile and web applications.
Renee Hernandez avatar
Written by Renee Hernandez
Updated over a week ago

How to Edit your Work Order Configuration

Choose what fields in your work order to show, hide or make required when creating or completing work orders!
Ben On avatar
Written by Ben On
Updated over a week ago

Add & Assign Categories to Work OrdersĀ 

Using categories is important when trying to create reports
Peter Kim avatar
Written by Peter Kim
Updated over a week ago

How to Create and Add Checklist Templates

Learn to create reusable checklists/checklist tasks and add them to work orders!
Ben On avatar
Written by Ben On
Updated over a week ago

How to Record Time to a Work Order

Learn how to add time to a work order to record the time spent!
Ben On avatar
Written by Ben On
Updated over a week ago

How to Calculate Time & Cost to a Work Order

Learn to add hourly/labor rates to specific technicians and automatically calculate the cost!
Ben On avatar
Written by Ben On
Updated over a week ago

How to Add Photos to Work Orders

This article explains how you can add and annotate photos on work orders on mobile.
Ben On avatar
Written by Ben On
Updated over a week ago

Work Order Signature Capture

Learn how to enable the WO signature capture feature!
Ryan Chan avatar
Written by Ryan Chan
Updated over a week ago

How to Bulk Update Existing Work Orders (using a CSV)

Learn to update work orders using a CSV, similar to importing new work orders in bulk!
Ben On avatar
Written by Ben On
Updated over a week ago

How to use UpKeep for Messaging and Updates

Learn to communicate with your team through the Updates section of a work order with the @ mention feature to tag them in the conversation
Peter Kim avatar
Written by Peter Kim
Updated over a week ago

How to Share Work Orders

Share your work orders with external vendors/contractors or anyone else on your team that doesn't have an UpKeep login!
Renee Hernandez avatar
Written by Renee Hernandez
Updated over a week ago

How to Download and Print Individual Work Orders to PDF

Print an individual WO's PDF or multi-select multiple WOs and download the PDFs
Ben On avatar
Written by Ben On
Updated over a week ago

How to Filter the Work Orders Page on Web

In this article we will go over all of the filtering Options within our Work Orders page for our web application.
Joseph Schmitt avatar
Written by Joseph Schmitt
Updated over a week ago

How to Filter the Work Orders Page on Mobile

In this article we will go over all of the filtering Options within our Work Orders page for our web application.
Joseph Schmitt avatar
Written by Joseph Schmitt
Updated over a week ago

How to Customize the Columns in the Work Order Table List View

You can customize the desired width of the columns and which column headings you want on the table
Renee Hernandez avatar
Written by Renee Hernandez
Updated over a week ago

How to Use the Calendar View

Plan ahead and boost efficiency by finding a lot of use out of the Monthly, Weekly, and Daily view in your team's Calendar
Ben On avatar
Written by Ben On
Updated over a week ago

How to Link Work Orders

If you have several, similar work orders, you can link them together to help your team see the full story of the work order
Ben On avatar
Written by Ben On
Updated over a week ago

How to Duplicate Work Orders

You can duplicate work orders if you are reusing a lot of the same elements and create new work orders more quickly!
Ben On avatar
Written by Ben On
Updated over a week ago

How to Create an Invoice

You can create an invoice in UpKeep to download or print by billing your customer for a work order
Peter Kim avatar
Written by Peter Kim
Updated over a week ago

How to Bookmark your Work Orders

Keep an eye on important work orders or use them for offline mode!
Ben On avatar
Written by Ben On
Updated over a week ago

How to Use UpKeep Offline

You and your team can continue to work in areas that do not have sufficient internet connection!
Ben On avatar
Written by Ben On
Updated over a week ago
Other How To's

How to Use Automated Workflows

Learn to set up custom automated workflows to double productivity and efficiency!
Jason Visenberg avatar
Written by Jason Visenberg
Updated over a week ago

How to Upload Files to UpKeep

Learn to upload photos, PDFs, and MP4 files to your UpKeep account
Ben On avatar
Written by Ben On
Updated over a week ago

How to Set Up Webhooks

Set up two way integrations with UpKeep using webhooks
Ryan Chan avatar
Written by Ryan Chan
Updated over a week ago

How to Use the Multi-Site Module

Access multiple sites/UpKeep accounts on a single account!
Ben On avatar
Written by Ben On
Updated over a week ago

Mobile: the Multi-Site Module & How to Switch Between Sites

This article goes over how to use the multi-site module and switch between sites on the mobile apps for iOS and Android!
Ben On avatar
Written by Ben On
Updated over a week ago

Mobile App - Notifications Hub

Seamlessly navigate from the notifications hub into your work orders to save time otherwise spent searching for those work orders!
Ben On avatar
Written by Ben On
Updated over a week ago

How to Migrate Existing Custom Properties to New Custom Fields!

Learn to convert your legacy custom properties to our new Custom Fields for more functionality!
Candice Ray avatar
Written by Candice Ray
Updated over a week ago

Verifying SSO using Azure SSO for UpKeep

This document is to help verify the Azure SSO settings and the corresponding UpKeep settings
Ryan Chan avatar
Written by Ryan Chan
Updated over a week ago

How to set up Single Sign On with ADFS

Verifying SSO using ADFS for Upkeep
Ryan Chan avatar
Written by Ryan Chan
Updated over a week ago

How to set up Single Sign On (SSO) - Okta

Setup instructions using Okta as a SSO provider
Ryan Chan avatar
Written by Ryan Chan
Updated over a week ago

How to set up Single Sign On (SSO) - Google SAML

Ryan Chan avatar
Written by Ryan Chan
Updated over a week ago

UpKeep API Documentation

On the Business Plus plan, users have access to UpKeep's open APIs.
Ben On avatar
Written by Ben On
Updated over a week ago