Using UpKeep - General How To's

Common How To's and Tutorials

Ryan Chan avatar Joseph Schmitt avatar Jason Visenberg avatar +4
74 articles in this collection
Written by Ryan Chan, Joseph Schmitt, Jason Visenberg and 4 others
Assets

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

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
Ben On avatar
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.
Renee Hernandez avatar
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.
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

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 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 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 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
Work Orders

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 does the signature capture work?

Signature capture from UpKeep
Ryan Chan avatar
Written by Ryan Chan
Updated this week

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 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

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 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 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 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.
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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.
Ben On avatar
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!
Renee Hernandez avatar
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.
Joseph Schmitt avatar
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.
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 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 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
Renee Hernandez avatar
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!
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 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 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 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

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