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Using UpKeep - General How To's
Using UpKeep - General How To's
Common How To's and Tutorials
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66 articles in this collection
Written by
Ryan Chan,
Joseph Schmitt,
Jason Visenberg
and 3 others
Vendors, Customers, People & Teams
How to Add, Edit, or Remove People & Teams
This article explains how your team admin can add and manage UpKeep users
Written by
Joseph Schmitt
Updated over a week ago
How to Use Vendors & Customers
Track vendors to keep a record of all the work they complete for you and track customers to see the work you complete on their behalf.
Written by
Ryan Chan
Updated over a week ago
Locations
Import Your Locations into UpKeep
Check out this article to import your locations and facilities in bulk!
Written by
Peter Kim
Updated over a week ago
How to Create Floor Plans
Create your Floor Plan to give your team an interactive map of your facility
Written by
Renee Hernandez
Updated over a week ago
How to Update Locations
You can use the Update feature to update your existing locations in bulk.
Written by
Ben On
Updated over a week ago
How to Add Locations & Sub-Locations
This article explains how your team administrator can add and manage your locations and facilities
Written by
Joseph Schmitt
Updated over a week ago
Assets
How to Bulk Update Assets
Use our Update Feature to make mass updates to your Assets saving time from updating each asset individually
Written by
Ben On
Updated over a week ago
How to Add & Use Assets
Learn to add Assets into UpKeep and how to use it to set you and your team up for long term success
Written by
Ben On
Updated over a week ago
How to Create Asset Templates (Custom Fields)
You can add Custom Data fields to your Assets. These are fields that be added to keep track of additional information or properties.
Written by
Renee Hernandez
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.
Written by
Ben On
Updated over a week ago
How to Calculate Asset Downtime (B+)
With UpKeep, you can track the downtime of your equipment.
Written by
Joseph Schmitt
Updated over a week ago
How to Calculate Asset Depreciation (B+)
With UpKeep we have the ability to enter in our Purchase Date, Purchase Price, Useful life and Residual Value to track Depreciation.
Written by
Joseph Schmitt
Updated over a week ago
How to Keep Track of your Warranty with UpKeep (B+)
With our Business Plus Plan, your team can keep track of the Warranty of your Assets.
Written by
Joseph Schmitt
Updated over a week ago
How to Create Custom Asset Downtime Statuses (B+)
With Business Plus, you have the ability to change the Status of your Assets between operational and not operational (or a custom status)
Written by
Ben On
Updated over a week ago
How to Calculate Uptime Percentage (B+)
With Business Plus, track the uptime/downtime of your equipment.
Written by
Ben On
Updated over a week ago
How to Use Asset Check-In and Check-Out (B+)
With the Business Plus plan, easily keep track of all your assets. Always know which of your assets are available and who has them.
Written by
Joseph Schmitt
Updated over a week ago
Parts
Create QR Codes
Easily check-in and scan out parts from your inventory by using the camera on your phone to read its barcode
Written by
Ben On
Updated over a week ago
How to Add Parts & Inventory
Maintain your entire parts & inventory so you know exactly where things are.
Written by
Ben On
Updated over a week ago
How to Create & Use a Set of Parts
Add multiple parts to a set, then add a whole set to a work order! This way, you don't need to add each part individually into a work order
Written by
Peter Kim
Updated over a week ago
How to Set Non-Stock Parts
For teams that are making one time purchases of items we have the ability to have Non-Stock Parts.
Written by
Joseph Schmitt
Updated over a week ago
How to Restock your Parts
Within UpKeep you have the ability to track your event history when restocking your parts.
Written by
Renee Hernandez
Updated over a week ago
How to Bulk Update Parts
Use our Update Feature to make mass updates to your Parts
Written by
Ben On
Updated over a week ago
Work Orders
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
Written by
Ben On
Updated over a week ago
How to Calculate & Input Time in a Work Order
Learn how to add time to a work order to record the time spent!
Written by
Ben On
Updated over a week ago
How to use UpKeep for Messaging and Group Collaboration
Learn to collaborate and interact with your team members through the @ mention feature to tag them in the conversation
Written by
Peter Kim
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
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.
Written by
Renee Hernandez
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.
Written by
Ben On
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!
Written by
Renee Hernandez
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.
Written by
Joseph Schmitt
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.
Written by
Ben On
Updated over a week ago
Add & Assign Categories to Work OrdersĀ
Using categories is important when trying to create reports
Written by
Peter Kim
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
Written by
Ben On
Updated over a week ago
How to Customize Column Headings in the Work Order List View
You can customize the desired width of the columns and which column headings you want on the table
Written by
Renee Hernandez
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!
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
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!
Written by
Ben On
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.
Written by
Joseph Schmitt
Updated over a week ago
How to Bookmark your Work Orders
Keep an eye on important work orders or use them for offline mode!
Written by
Ben On
Updated over a week ago
How to Use Itemized Time and Cost Tracking
Business Plus and Enterprise users can utilize itemized time and cost tracking.
Written by
Joseph Schmitt
Updated over a week ago
How to Use UpKeep Offline (B+)
You and your team can continue to work in areas that do not have sufficient internet connection!
Written by
Ben On
Updated over a week ago
How to Edit your Work Order Configuration (B+)
Choose what fields in your work order to show, hide or make required when creating or completing work orders!
Written by
Ben On
Updated over a week ago
Preventive Maintenance
How to Stop a Preventive Maintenance Trigger
If you no longer need your PM trigger to keep generating new work orders, you can stop it from continuing!
Written by
Ben On
Updated over a week ago
How to Create and Manage Preventive Maintenance (PM) Triggers
Learn to create and manage your PM triggers to maximize your team's efficiency!
Written by
Jason Visenberg
Updated over a week ago
(Legacy) How to Create and Manage Preventative Maintenance/Recurring Work Orders
Learn to create and manage repeating work orders!
Written by
Joseph Schmitt
Updated over a week ago
Meters
How to Create Meter Work Order Triggers
Automatically generate a work order based on your meter readings!
Written by
Ben On
Updated over a week ago
How to create and Manage Meters
Written by
Joseph Schmitt
Updated over a week ago
How to Enter in Meter Readings
With our Meter feature, you can quickly schedule work orders according to meter readings. We can measure mileage and other measures.
Written by
Joseph Schmitt
Updated over a week ago
How to Export Meter Reading History
Report your meter readings by exporting the reading history to a PDF file
Written by
Ben On
Updated over a week ago
How to Create Custom Meter Categories
Categorize your meters!
Written by
Ben On
Updated over a week ago
Requests
Admins: How to Create and Manage Work Order Requests
For admins, learn to manage the work order requests that are submitted from your team!
Written by
Ben On
Updated over a week ago
How to Introduce your Team to the Request Portal (template)
Adopting a new system can be difficult and confusing - use this template to introduce the Request portal and be set up for long term success
Written by
Jason Visenberg
Updated over a week ago
How to Utilize your Company Request Portal
Learn to utilize your public request portal!
Written by
Ben On
Updated over a week ago
Requester Users: How to Submit and Manage Work Requests
This article is primarily for requester users and how they can submit requests into UpKeep and check on the status of their requests
Written by
Ben On
Updated this week
How to Edit Your Request Forms
With UpKeep we have the ability to edit our Request Forms so that we can get the information we desire to best create a Work Order
Written by
Renee Hernandez
Updated over a week ago
Purchase Orders
How to Create and Manage Purchase Orders (B+)
Purchase orders, purchase requests, and the PO flow
Written by
Ryan Chan
Updated over a week ago
How to Create Custom Purchase Order Categories (B+)
Create purchase orders and categorize them for reporting purposes and identify trends
Written by
Ben On
Updated over a week ago
How to Set your Purchase Order Start Count (B+)
Use the purchase order numbers you desire by setting the Start Count!
Written by
Ben On
Updated over a week ago
How to Filter your Purchase Orders (B+)
Filter your purchase orders so you can export them onto a CSV spreadsheet and find what you are looking for!
Written by
Ben On
Updated over a week ago
Other How To's
Verifying SSO using Azure SSO for UpKeep
This document is to help verify the Azure SSO settings and the corresponding UpKeep settings
Written by
Ryan Chan
Updated over a week ago
How to set up Single Sign On with ADFS
Verifying SSO using ADFS for Upkeep
Written by
Ryan Chan
Updated over a week ago
How to Use Automated Workflows (B+)
Learn to set up custom automated workflows to double productivity and efficiency!
Written by
Jason Visenberg
Updated over a week ago
How to Set Up Webhooks
Set up two way integrations with UpKeep using webhooks
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.
Written by
Ben On
Updated over a week ago
How to set up Single Sign On (SSO) - Okta
Setup instructions using Okta as a SSO provider
Written by
Ryan Chan
Updated over a week ago
How to set up Single Sign On (SSO) - Google SAML
Written by
Ryan Chan
Updated over a week ago